Financial Planning Administrator

NJR Recruitment Ltd • Permanent • Manchester, Greater Manchester, England, United Kingdom • £28k - £35k / year • 9h ago

Financial Planning Administrator

(Apply online only)

Manchester / Hybrid (3 days WFH)

NJR Recruitment are pleased to be yet again working in Partnership with an impressive firm of Independent & Chartered Financial Planners based in the Heart of Manchester City Centre. Founded in 2016, Our client typically advises high net worth individuals or families, or high-income professionals across all sectors. They also work with business owners and entrepreneurs in all industries, from start-ups and established SMEs (small to medium enterprises) through to exit planning on sale.

A Senior Administrator is now required to form part of their professional and friendly team in which the successful candidate will be fully responsible for a demanding and varied role. Duties will consist of:

" Complete all compliance administration associated with new business.

" Ensure new business submitted to the insurance company is fully completed and compliant.

" Ensure that all new business is input to iO accurately, including fee/commission expectation.

" Monitor new business progress and chase outstanding documentation.

" Accurately check and issue policy documents.

" Produce quotations as requested using Assure web or other databases as required and requesting illustrations from providers.

" Complete all general correspondence as required ensuring that the Adviser and clients are provided with an effective and efficient service.

" Produce client summaries/valuations as requested for new and existing clients within specified deadlines.

" Advise product providers of changes of agency (LOA's)

" Deal with clients in relation to queries on their policies/investments and ensuring that any necessary changes are completed by the product provider.

" Maintain up to date records for new business submissions and pipeline.

" Liaise effectively with clients, product providers and Directors.

" Provide any general information as requested by clients, Directors or the management team.

" Answer the telephone in a polite and professional manner.

" Assist other Administrators/Advisers as required/requested.

" General typing of correspondence.

" Co-ordination of Adviser's diary, such as making appointments.

" Attend relevant internal or external training.

" Attend provider training sessions in relevant subjects.

" Undertaking any other reasonable duties, as requested.

Skills and Experience

" Previous experience in an IFA environment

" Interpersonal skills - able to work as part of a team and communicate professionally with clients

" Proactive - willing to continue to develop, be enthusiastic

" Highly organised, methodical, disciplined and meticulous

" Ability to prioritise

" Computer literate - Outlook, Word, Excel

" Excellent keyboard skills

" Knowledge of Intelliflo (iO), provider websites (particularly Cofunds/AJ Bell) would be preferable

Candidates applying for the role should offer some form of experience working in the financial services sector from IFA firms or Product Providers.

If you are interested in this role, then apply directly or for further information speak to one of our specialist consultants quoting reference NJR16773

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