Financial Adviser Administrator

LOCATION: CENTRAL KNUTSFORD

SALARY: UP TO £28,000

OFFICE BASED 9am - 5pm Monday to Friday, with flexitime working available two days per week between 8am - 6pm.

NJR Recruitment are working in Partnership with a well-established Wealth Management company who provide Financial Planning for both Private and Corporate clients. An excellent opportunity has arisen for an experienced Financial Administrator to join their fast-paced client servicing team, where the main focus of the roe is to deliver administrative and technical support to the Partners & Advisors.

An understanding and knowledge of Wealth Management products would be beneficial and specific St. James's Place experience would be very advantageous. Daily responsibilities will include;

• A Point of contact for both clients and third parties
• Responding to general enquiries by telephone and email
• Booking client meetings and diary management
• Preparing documentation for Partner and Advisor meetings
• Completing follow up client correspondence after meetings and all associated tasks
• Assist in the organising of seminars & conferences
• Update and input client information onto internal CRM systems
• Gathering and chasing information from third party providers and passing to the relevant team
• Ensure all information required for writing client reports is available to the paraplanners and packaged accordingly
• Liaise with Head Office and admin centres as required
• Attend forums and workshops as appropriate for personal development

The candidate:

• A positive 'can do’ attitude
• Able to work as part of a team, as well as independently in a busy fast paced office environment
• Confident communication skills with team members, advisors, and clients both face to face and on the phone
• An excellent level of knowledge and understanding using all Microsoft programmes - this role will require the successful candidate to work simultaneously on several IT platforms including the CRM, Salesforce
• Excellent organisational skills, with the ability to manage and prioritise workloads is essential
• A flexible approach to day-to-day activities, adapting to the need of the business
• A high level of attention to detail

Training:

Candidates applying for the role will be given full training and will have the opportunity for career progression through a number of different routes within an accreditation framework.

NJR 14489