Financial Adviser Assistant

NJR Recruitment
Kendal, Cumbria
23 Jul 2017
22 Aug 2017
Contract Type
Full Time

Financial Adviser Assistant
Location: Kendal, Cumbria
Salary: £18,000 - £21,000

NJR Recruitment is currently working with a well established Financial Advising Practice who provide a full range of financial services to Clients throughout the North West of England. A new opportunity is now available for an additional Administrator to join their expanding Client Services team.

This role will suit a passionate, self-motivated and industry experienced individual who will to join a friendly, fast paced and growing team. The role will consist of providing comprehensive and professional administrative support to the Financial Planners & Relationship Managers where you will be responsible for;

o Preparing Client files for Financial Planners
o Update client information on IT system
o Process new business
o Coordinate with providers regarding clients change of address
o Collate documents and Illustrations
o Sending/Collating letters of authority/policy information
o Process Auto Enrolment set up and invoices
o Obtain policy information and literature from the internet and other sources
o Obtain quotation as required for corporate clients via requests
o Produce valuations
o Prepare clients portfolio
o Chase Initial fees from providers

The ideal candidate will need to have previous experience working within Financial Services with knowledge of Investments, Protection and Pensions.

Those who have already obtained or who are working towards the CII exams are also of high interest. The desire to progress with industry related exams is also important. This is something that our Client will fully support.

For further information please contact one of our specialist consultants quoting REF: NJR6767