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IFA Administrator/ Trainee Paraplanner
Grantham
Salary up to 28,000
Development into Paraplanning
Exam support and Funding
Candidates who come from a transferable financial background OR who hold Industry related qualifications will be considered.
NJR Recruitment are working in partnership with growing Firm of Financial Planners who are going through a period of growth and have an exciting opportunity for a talented Financial Planning Administrator to join their practice based in the Grantham area. The role will involve providing administrative support to a team of Paraplanners and Financial Planners, ensuring the Client journey remains seamless. The role will offer varied mixed of administration and telephone-based tasks.
This role would suit someone who is looking to join a well-structured business who offer clear career development and on-going support. You will benefit from working as part of a friendly team who operate a family culture and provide ongoing training and development.
Responsibilities
" Administration Support to the Financial Advisers
" All aspects of support including LOA responsibility, chasing outstanding case information, client review preparation and general office duties
" Processing of new business applications for Pensions, Life Assurance and Investments with all providers from inception to completion
" Liaising with clients in relation to various queries
" Maintaining an electronic record of all new business applications in order to keep consultants up to date
" Preparing meeting documentation
" Updating the back-office system
The successful candidate will need to have previous experience working within a Financial Planning/IFA environment OR someone from Banking / a Provider. You will have solid communication and articulation skills as well as the ability to multi-task.
Our client is looking for a self-motivated, career minded, enthusiastic and positive but meticulous individual, who can work as part of a team and have a flexible approach.
For more information, please contact one of specialist consultant quoting REF: NJR15787
