Financial Planning Administrator

NJR Recruitment is delighted to representing a highly regarded national Independent Wealth Management organisation that is based in the Sheffield area who are looking to expand their team.

What's in it for you?

• 25 days annual leave + Bank Holidays
• Hybrid working
• A additional day off for your birthday
• Contributory pension scheme
• Private Healthcare
• Life assurance
• Health insurance
• Charity volunteer days
• Career Development
• Cycle to work scheme

Our client holds an excellent reputation within the industry and provides whole of market advice to both private clients and business owners. An exciting, and newly created opportunity is now available to join their client services team as an Administrator to provide full admin support to the Planners.

Working predominantly from home, with just two days a week in the office, this role will suit someone who has been working within an IFA / Wealth Management Practice, and who has strong product knowledge, mainly within HNW Pensions & Investments, but those with minimal experience in these fields will also be considered. With excellent experience of delivering a first class service to Clients and Consultant, this role will include:

• Providing efficient administrative support to a number of IFA's
• Preparation of correspondence including letters and emails
• Being the main point of contact for IFA's, clients, life offices and members of the business
• Maintenance of all administration systems
• Diary Management
• Assist with the management of the IFA's portfolio of existing business
• Prepare new business and review packs
• Undertake general administration tasks including filing, photocopying and scanning duties

The successful applicant will offer whole of the market product knowledge, with strong use of Provider Platforms. Those offering some industry qualifications are of high advantage, however this is not essential. Full study support is on offer for those who are keen to progress.

To be considered for this role apply today or for further information please contact one of our specialist consultants quoting REF: NJR15299

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