Financial Planning Administrator

Recruiter
NJR Recruitment
Location
Bermuda Park
Salary
£24,000 per annum
Posted
01 Sep 2017
Closes
19 Oct 2017
Contract Type
Full Time

Financial Planning Administrator

Location:Coventry

Salary: up to £24,000

Our client is a well established Firm of chartered Financial Planners, who are now due to organic growth are now seeking an ambitious, articulate and efficient IFA Administrator to join their highly successful practice based in the Coventry area.

You will be working for a driven, dynamic and forward thinking company who thrive on integrity, loyalty to their staff; in return they offer a fantastic basic salary that comes with leading market benefits. Our client is offering a highly attractive proposition that comes with ongoing support and career development.

You will be playing an integral role in developing our client's lifetime financial plans and fulfilling their financial ambitions by providing written advice along with technical research to the Financial Planners. In addition you will also play a key role in managing the day to day administration within the business.

Responsibilities

  • You will be responsible for processing new business application from start to finish, from arranging the initial meeting right the way through to completion
  • Daily use of Adviser Office (1st software) and WRAP Platforms
  • Creating Client valuations
  • Preparing pre-meeting document
  • Carrying out product research
  • Assisting with the preparation of suitability reports
  • Keep up to date with all relevant products, legislative and technical changes, as required.
  • Follow appropriate ethical standards within the firm at all times.
  • Ensure all dealings with customers are carried out in a professional and courteous manner.
  • Undertake sufficient product and market research.
  • Ensure all supporting documentation is maintained as per company procedures.
  • You will be responsible for all aspects of the report writing process, previous experience is also desirable in order to be considered for this opportunity.

What our Client expects is a strong work ethic. Someone who is passionate about providing first class Client care and who takes prides in their output of work. Those with working experience in a similar environment are urged to apply

For more information please contact one of our specialist consultants quoting REF:NJR6870