Financial Planning Administrator

Recruiter
NJR Recruitment
Location
Birmingham, UK
Salary
Competitive
Posted
18 Aug 2019
Closes
06 Sep 2019
Ref
1222765092
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Financial Planning Administrator

Salary £20,000 - £25,000

Free Parking available on site

Industry related exams will be funded

Our Client, a very well established Financial Planning Practice based in the heart of Birmingham now has an excellent job opportunity available to join their support team. The successful candidate will be joining a Business who promotes and encourages development. To be considered for the opportunity you will need to have transferable experience of working within the industry and will ideally have a desire of working towards industry related qualifications. The successful individual will be responsible for supporting to two Financial Advisers who specialise in providing bespoke whole of market advice.

Working within a busy team environment, daily duties will be varied consisting of;
  • Preparation of Client Valuations and Annual Reviews on either bi annually or annually as required by the client agreement
  • Processing pensions and investments business applications
  • Have a comprehensive understanding of the IO back office system and how it is integral to our business
  • Resolve any issues with Valuations not being produced via Bulk or Unipass on IO
  • Ensure post review letter is issued in accordance with MIFID II requirements
  • Liaise with Administration/ Paraplanning / Advisers to explain requirements and track delivery of reports
  • Undertake project / client work as directed by the Client Services Manager / Managing Director/ Practice & Compliance Director

The ideal candidate with already have a knowledge of back office 'Intelligent Office' system, alongside Provider Platforms.Our Client will provide financial exam support to the successful candidate and will offer a genuine career path with a friendly and well structured business.

For more information please contact one of specialist consultants quoting REF: NJR9196

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