Financial Planning Administrator

NJR Recruitment
Birmingham, UK
18 Aug 2019
06 Sep 2019
Contract Type
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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