Administrator - Pensions & Investments

Posted 27 June by NJR Recruitment
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NJR Financial Services are working in conjunction with a highly professional and established firm of Chartered Financial Planners based on the outskirts of Stockport. 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 a team of technical and highly qualified Consultants advising on Investment and Pensions, plus a range of Specialist Products, daily duties will be varied consist of;

  • Organising Client meetings
  • Carrying out new business processing
  • Creating Client valuations
  • Preparing illustrations
  • Producing quotes
  • Preparing meetings packs for Advisers

Candidates should have experience of using a back office system alongside Provider Platforms. 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: 38146075

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