Financial Planning Support

NJR Recruitment
31 Mar 2018
20 Apr 2018
Contract Type
Full Time
NJR Recruitment is working in Partnership with an outstanding firm of Chartered Financial Planners, who have an amazing name in the market place.

A new opportunity is available for a Financial Planning Administrator to join their large team in Stockport. Reporting directly into a truly inspirational and supportive Manager this is a FANTASTIC opportunity for someone who is looking to join a professional and credible firm.

Both experience and personality are equally as important for this company. We are keen to hear from those who have obtained a good background working as an Administrator within the industry, alongside those who show passion, commitment, and very strong client care skills. You will take pride in your output of work, whilst showing excellent attention to detail and accuracy.

Working for allocated Financial Planner(s), daily tasks will be extremely varied consisting of;

Arranging pre-meeting research, and seeing all action points following a meeting through to completion
Carries out research/recommendation letters for ISA's, new investments up to £150,000, bed to ISA's, Personal Pension - Personal Pension switches, Income Drawdown, client withdrawals Research preparation for client review meetings (portfolio reports are prepared separately by our administration team)
New business processing
New business research and some report writing may be required
Liaising with product providers to ascertain any policy information which may be required for your research


Must have excellent client communication skills and be highly organised & good attention to detail in their work.
Must also be able to work under pressure as it's a busy role
Ideally have some industry related exams
Familiarity with Intelliflo, Wrap Platforms. FE is also preferred, although not essential
Excellent report writing skills and a sound understanding of all contract types

Our client is looking for a highly ambitious individual, who enjoys the challenge of a diverse role whilst having an eye for detail. It is also essential that the successful candidate is a team player, committed to the company, has a flexible and thorough approach with the ability to priorities their work.

The business offer very real career progression opportunities to the right candidate.

For more information please contact one of our specialist consultants quoting REF: NJR7608

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