At a Glance
- Tasks: Manage compliance and administration for new financial business while ensuring accuracy.
- Company: Reputable independent financial firm with a strong focus on client service.
- Benefits: Hybrid working model, competitive salary, and opportunities for professional growth.
- Other info: Enjoy a supportive work environment with potential for career advancement.
- Why this job: Join a dynamic team and play a key role in shaping clients' financial futures.
- Qualifications: Attention to detail and strong organisational skills are essential.
The predicted salary is between 30000 - 40000 £ per year.
Manchester / Hybrid (3 days WFH)
NJR Recruitment are pleased to be yet again working in Partnership with an impressive firm of Independent Financial Planning Administrators.
- Complete all compliance administration associated with new business.
- Ensure new business submitted to the insurance company is fully completed and compliant.
- Ensure that all new business is input to iO accurately, including fee/commission expectation.
- Monitor new business progress and chase outstanding documentation.
- Accurately check and issue policy documents.
- Produce quotations as requested using Assure web or other databases as required and requesting illustrations from providers.
- Complete all general correspondence as required ensuring that the Adviser and clients are provided with an effective service.
Financial Planning Administrator employer: NJR Recruitment Ltd
As a Financial Planning Administrator at our Manchester office, you will thrive in a supportive and dynamic work culture that prioritises employee growth and development. With the flexibility of a hybrid working model, we offer a range of benefits including comprehensive training, opportunities for career advancement, and a collaborative environment where your contributions are valued. Join us to be part of a forward-thinking firm that is committed to excellence and innovation in financial planning.
We think you need these skills to ace Financial Planning Administrator
Compliance Administration
Attention to Detail
Data Entry
Documentation Management
Quotations Production
Database Management
Communication Skills
