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Financial Planning Administrator

Posted 6 April by NJR Recruitment Easy Apply Ended

***Free Parking Available on site
***Industry related exams will be funded
*** Excellent career prospects

NJR are currently working with a market leading Wealth Management consultancy. Our Client has built up and maintained an excellent reputation within the market and now due to a result of ongoing growth and success an excellent opportunity for a Financial Planning Administrator is available.

Working in the Birmingham office and offering a first first-class client experience the successful candidate will be responsible for New Business processing in relation to all Products including Mortgages, Pensions & Investments. You will also ensure that suitability templates are up to date in line with changes in legislation/allowance. Whilst being the first point of contact for all clients, daily duties will be varied and include;


Processing new business applications
Creating Client Valuations & Illustrations
Obtaining illustrations/research - using Exchange/Exweb, O&M
Client liaison by phone and some face to face
Preparing client files and reviews for advisers/appointments
Review preparations including valuation reports

The successful candidate will need to have previous experience working as a Financial Planning Administrator - with knowledge of Platform/Wrap use and back office systems. Those coming from a Provider Background will also be considered. Candidate with a strong interest in working towards the Diploma in Financial Planning are also of high interest.

Our client is looking for a Self motivated, career minded, enthusiastic and positive but meticulous individual, who is able to work as part of a team and have a flexible approach.

For more information please contact one of specialist consultant quoting REF: NJR7278

Reference: 34015139

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