FINANCIAL SERVICES ADMINISTRATOR

Recruiter
NJR Recruitment
Location
Bury, UK
Salary
Competitive
Posted
20 Jun 2019
Closes
27 Jun 2019
Ref
1185908405
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
FINANCIAL SERVICES ADMINISTRATORBURY£20,000 - £22,500
NJR Recruitment are pleased to be working on an EXCLUSIVE basis with a fantastic firm of Financial Advisers based in the Bury area. The two Directors has extensive industry experience and since inception in 2018 have experienced exceptional growth, with further exciting plans over the next five years. An Administrator is now required to join their friendly and professional team of five.
Working as part of a friendly team and providing direct administration support to a team of Advisers, the successful Candidate will be responsible for a varied role in which day to day duties will consist of;
  • Processing new business applications
  • Chasing ceding scheme information
  • Dealing with Product Providers
  • Diary management and scheduling meetings
  • Point of contact for Clients
  • Client servicing
  • Ensuring that partners are fully prepared for meetings with clients
  • Assisting the Paraplanners in relation to investments and protection matters

The ideal candidate will come from an IFA Admin or a Provider background. The ability to work as part of a close team is essential, along with the ability to building strong business relationships with Clients and the wider company. In return for hard work and commitment, our Client will offer fantastic development to progress and second to none in-house training. They support training and exams and prides themselves on developing staff and assisting with furthering their careers.

REF: NJR9229
This job was originally posted as www.totaljobs.com/job/86942099

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