Financial Planning Administrator

NJR Recruitment
Newton Solney
10 Feb 2018
15 Feb 2018
Contract Type
Full Time

Financial Planning Administrator

Location: Derby

Salary: £18,000 - £25,000

Our client is a well established Wealth Management practice who provides corporate and private client wealth management advice to Private Clients, Business Owners, Trustees and Sports professionals and now have an outstanding opportunity for an ambitious Financial Planning Administrator to join their prestigious office based in Derby.

This role would suit someone who is looking to join a well structured business that offers clear career development and on-going support. With an excellent industry reputation, the successful candidate will benefit from working as part of a friendly team, market standard employee benefits and a competitive salary.


  • Collating client information
  • Organising client reviews
  • Preparing illustrations
  • Managing cases to completion and working with internal processing systems.
  • Administration Support to the company’s Financial Advisers
  • All aspects of support including New Business Submission, Inputting to Back Office and Network
  • Maintaining an electronic record of all new business applications in order to keep consultants up to date
  • Preparing meeting documentation
  • Updating the back office system.
  • Liaising with third parties on a daily basis

The successful candidate will need to have previous experience working within a Financial Planning/IFA environment with knowledge of Pension, Investment or Protection products. You will have solid communication and articulation skills as well as the ability to multi-task.

You will be given full training on the relevant IT systems, so proficient IT skills are necessary.

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: NJR7447

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