Financial Services Administrator

Posted 19 September by NJR Recruitment
Easy Apply

NJR has been instructed to recruit on behalf of an entrepreneurial and 'top rated' firm of Wealth Managers based in the City Centre. Our Client are a super slick business based in a convenient location of Manchester with an ultra smart office set up which includes multiple meeting rooms, creative spaces, sports room with pool table, a rooftop terrace, and a very classy wine bar!

Working in the small, friendly and growing team of Wealth Mangers, an additional Financial Services Administrator / Trainee Paraplanner is required to provide direct support to the Director and Advisers. Long term career development is crystal clear with this Client. CII exam support is on offer, and additional training courses will also be fully supported, along with the opportunity to attend various networking events in order to enhance your career.

In return, our Client expects dedicated, hardworking and loyal employees. You will be a strong team player, with a first class work ethic. Previous experience working for a firm of Advisers is essential and those who are already working towards the CII exams will be of an advantage.

Working in a fast paced, team environment the successful candidate will be responsible for the following;

" New business processing via Intelligent Office
" Creating Client valuations
" Providing an effective link between the Client and Advisers
" Providing post meeting administration support
" Preparing Client invoices
" Daily use of Provider Platforms including Zurich, Standard Life, O&M, etc
" Issuing policy documents

The successful candidate will benefit from the following;

" Access to multiple professional disciplines in a variety of industries
" A clear plan for career progression
" 25 days holiday plus bank holidays
" Study support, exam entries and study leave
" Free fresh fruit and home-made cakes
" Quarterly staff socials
" Annual Christmas party abroad

For more information or a confidential conversation please get in touch with Rebecca who is managing this account.

Reference: 36146322

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