Financial Planning Assistant

NJR Recruitment
Solihull, West Midlands
£23,000 per annum
06 Jun 2019
28 Jun 2019
Contract Type
Full Time
Financial Planning Assistant
Location: Solihull
Salary up to £30,000

Our Client, an established firm of Independent financial Advisers are know for their excellent reputation based on integrity, and for proving superior service to their Clients. As a result of ongoing growth a new job opportunity is available for a Technical Financial Planning Administrator to join their vibrant and growing team.

Our Client reward their staff for commitment in which employees will be rewarded with a clear career path, a market leading salary, benefits package and an environment which encourages team work and thought sharing.

  • Provide high quality support to our Consultants
  • Draft Technical suitability report 's in accordance with compliance guidelines
  • Create product illustrations, and valuations
  • Assist Consultants in the production and issuing of client advice, including liaison with product providers and undertaking product research for the Consultant
  • Prepare and issue client reviews including obtaining product specific information e.g. switch fees and funds available and charges
  • Work with FE analytics
  • Co-ordinate the issuing of client advice, client correspondence and enclosures
  • Process new business process through to conclusion
  • Work with Platform sites

  • Previous Financial Services industry experience
  • A proven track record in providing high quality administration support
  • Working towards CII level 4 qualifications would be desirable
  • Excellent communication skills both verbal and written
  • Ability to effectively manage your own time and achieve strict timescales
  • Excellent attention to detail
  • Strong team player

Our Client is looking for a Self-motivated, driven, passionate individual, to join them and hit the ground running. You will be a professional individual who is committed to delivering a high degree of client care and someone who takes pride in their output of work.

For more information please contact one of specialist consultants quoting REF:9075