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Financial Planning Administrator/ Receptionist (Financial Planning Firm)
Leicester
Up to £28,000
NJR Recruitment are currently working alongside a well-established firm of Independent Financial Advisers and Insurance Brokers who are now recruiting for an IFA Administrator / Receptionist. This role has come about due to internal progression. The role will involve working with a busy team of Financial Planners to provide support them with a hands-on service ensuring a seamless process for clients. The role will also involve reception cover two days per week.
Responsibilities:
" Process new business, client illustrations and Valuations, schedule Client Appointments
" Comply with the relevant compliance, TCF, T&C and, financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the company at all times
" Receiving clients; greeting, welcoming, directing and announcing them appropriately. Checking their details are up to date on the system and providing them with refreshments where appropriate.
" Answering the phones and taking clear, detailed messages, screening and directing calls to the appropriate member of the team.
" Opening, sorting and scanning/distributing the post.
" Organising the outgoing post ready for collection at the end of the day.
" Keeping reception/meeting rooms tidy.
" Photocopying.
" Preparing client files.
" General administrative duties including LOA processing.
" Printing and posting of signature documents where applicable.
" Database Management and input.
The successful candidate will need to have industry related experience and have a good knowledge base with regards to Pensions and Investments. You will need to also ideally have reception/front of the house experience, delivering a first-class service, to both clients and colleagues.
For more information, please contact one of our specialist consulting quoting reference NJR 15726
