Ifa Administrator

NJR Recruitment are working in partnership with a firm of Independent Financial Planners who have been offering comprehensive and impartial financial advice for individuals, businesses, and charities who now require a Financial Planning Administrator to join their friendly team.
Whats in it for you?
23 days holiday + bank holidays increasing with service Private Health Insurance Enhanced Pension Income Protection Death in Service cover Free On-site parking Company events Health & wellbeing programme The successful candidate will provide administrative support to the Wealth Planner and duties will include: Ensure accurate client records are maintained Diary management Submission and processing new business Meet and greet visitors Being the main point of contact for all incoming telephone calls Mailbox and Post management Able to produce interim client portfolio valuations as and when required What do we need from you?
Previous experience working in financial planning Good knowledge of pensions and investments Strong communication skills Good knowledge of Excel If you are a career administrator looking to join a firm that can offer long term stability and a genuinely nice place to work, then apply today or contact NJR Recruitment quoting Ref: NJR15280 for more information #Fin TPBN1_UKTJ