Financial Planning Administrator / Receptionist

www.topfinancialjobs.co.uk - Jobboard; East Midlands; On-site; GBP 23,000 - 28,000; Full time

Job summary

Join a well-established financial planning firm as a Financial Planning Administrator/Receptionist. This role offers a unique opportunity to support a busy team of Financial Planners while ensuring a seamless experience for clients. You will be responsible for processing new business, managing client appointments, and providing exceptional front-of-house service. If you have a solid understanding of pensions and investments, along with strong administrative skills, this position is perfect for you. Be part of a dynamic team that values client relationships and professional growth.

Qualifications

• Experience in financial services and client interaction.
• Strong administrative skills with attention to detail.

Responsibilities

• Process new business and client illustrations.
• Manage reception duties and greet clients professionally.
• Ensure compliance with financial procedures.

Skills

Client Communication

Administrative Skills

Knowledge of Pensions and Investments

Reception Experience

Job 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 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