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Administrator - Financial Advising

Posted 5 January by NJR Recruitment Ended

NJR Financial Services are working with a lovely firm of Financial Planners based in South Manchester. Working as part of a small but steadily growing team, our client is looking to recruit an experienced Administrator offering a background working within a financial planning practice.

Working as part of a very busy and demanding team environment the successful candidate will be responsible for supporting multiple Financial Advisers offering whole of market product advice. Daily duties will be varied consisting of;

  • Organising client meetings
  • Undertake research to identify suitable solutions
  • Assisting in the annual review process
  • Produce quotes
  • Administer new business applications
  • Manage company remuneration.

Using the back office system AVELO (1st software) alongside Provider Platforms daily, the ideal candidate with already have use a knowledge of these systems. Experience of processing pensions and investments business will also be beneficial. Our client will provide financial exam support to the successful candidate and will offer a genuine career path with a friendly and well structured business.

Reference: 34145236

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