Position details
IFA ADVISER SUPPORT ASSISTANT
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Leicester
£24000 - £28000 29/04/2025
NJR15726
£24000 - £28000 29/04/2025
NJR15726
DESCRIPTION
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 have a new position available due to someone developing within their organisation for a talented Financial Planning Administrator/ Receptionist to join their successful and growing organization.
The role will involve working with a busy team of Financial Planners to provide support them to ensure the process remains seamless and also provide reception cover for 2 days to welcome and greet all Clients and visitors.
Responsibilities:
\" Process new business, client illustrations and Valuations, boo 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
Leicester
Up to £28,000
NJR Recruitment are currently working alongside a well-established firm of Independent Financial Advisers and Insurance Brokers who have a new position available due to someone developing within their organisation for a talented Financial Planning Administrator/ Receptionist to join their successful and growing organization.
The role will involve working with a busy team of Financial Planners to provide support them to ensure the process remains seamless and also provide reception cover for 2 days to welcome and greet all Clients and visitors.
Responsibilities:
\" Process new business, client illustrations and Valuations, boo 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
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