Financial Planning Support

NJR Recruitment
Ipswich, UK
02 Sep 2019
09 Sep 2019
Contract Type
Full Time
**** Technical Financial Support
**** Ipswich
**** Salary £23,000 -£28,000
**** Excellent company benefits + full exam support
**** Free Exam support + On site parking

Our client is one of the UK's largest and well established firm of independent financial Planners that have built an excellent reputation based on their integrity, and for providing superior service to their Clients. As a result of continued growth, our Client now has an exciting opportunity for a Technical Financial Planning Administrator to join their vibrant team based out of their offices in the Ipswich area.

When you become part of their team, your commitment will be rewarded with a clear career path, a market leading salary, benefits package and an environment which encourages team work and thought sharing.


" Provide high quality support to the companies Financial Planners
" Assist Consultants in the production and issuing of client advice, including liaison with product providers and undertaking product research for the Consultant
" Prepare and issue client reviews including obtaining product specific information e.g. switch fees and funds available and charges
" Work with FE analytics
" Co-ordinate the issuing of client advice, client correspondence and enclosures
" Process new business process through to conclusion
" Work with Platform sites


" Previous Financial Services industry experience
" A proven track record in providing high quality administration support
" Working towards CII level 4 qualification would be desirable
" Excellent communication skills both verbal and written
" Ability to effectively manage your own time and achieve strict timescales
" Excellent attention to detail
" High levels of computer literacy
" Strong team player

Our Client is looking for a Self-motivated, driven, passionate individual, who can come in and hit the ground running, whilst delivering a high degree of professionalism.

For more information please contact one of specialist consultants quoting REF:NJR9467

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