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Administrator - Financial Planning

Posted 6 February by NJR Recruitment Easy Apply Ended

Our client, a Financial Planning Practice based in North Manchester are currently looking to recruit an Administrator to join their expanding office. Working directly for a Director who is also a Financial Planner, and supporting another Adviser, the successful candidate will work as part of a small team, and will be responsible for;

  • New business processing
  • Ensuring that partners are fully prepared for meetings with clients
  • Assisting the Paraplanners in relation to investments and protection matters
  • Submitting Investment, Pension and Protection applications
  • Liaising closely with other companies to generate new leads for the advisers, etc.

The ideal candidate will come from an IFA Admin / Pensions background, however those with strong administrative skills from a Provider Background who have Pensions experience will also be considered.

Our client offers fantastic development to progress and second to none in-house training. They support training and exams and prides themselves on developing staff and assisting with furthering their careers.

Reference: 34408814

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