NJR are currently working alongside a well-established independent firm of Financial Planners with an excellent reputation in the market. A Senior Administrator is now required to work on a 1:1 basis for one of the Advisers in which you will take full responsibility for the new business & client review process. Our client is extremely dynamic and provides an environment for career motivated people to thrive. The successful Candidate will be provided a competitive basic salary, a good benefits package along with encouragement and support whilst working towards industry related exams. Director. Daily duties will consist of; " New Client input into Client Database " Creating New client packs " Check Fact Find fully completed " Input Fact Find details into Client Database " Prepare & send off authority letters and send to client for signature " Input policy details of existing plans once received from providers " Add Activity entries/workflows " Check all Anti Money Laundering information is current and relevant checks have taken place " Check Fact Find/Client Agreement/Letter Of Engagement is signed and dated " Obtain illustrations, application forms, Key Feature Documents and other relevant supporting documentation " New Business Submission " Submit new business to provider or submit applications on line " Enter details of case into Client Database " Track new business and current position, updating Planner/Para planner accordingly " Ensure all new business has been checked and been signed off (if required) " Prepare for Client Review " Update cashflow models in preparation for review meetings The successful candidate will need to have previous experience working as an IFA Administrator - preferably 2 years, and will hold a couple of CII exams. A strong understanding and knowledge of processing Pensions & Investments is key. NJR 14811