Financial Planning Administrator/ Receptionist

NJR Recruitment Ltd; East Midlands, Leicester; On-site; GBP 23,000 - 28,000; Full time

Job summary

An established industry player is seeking a Financial Planning Administrator/Receptionist to join their dynamic team in Leicester. This role offers a unique opportunity to support Financial Planners while ensuring a seamless client experience. You will be responsible for processing new business, managing client appointments, and providing essential reception services. The ideal candidate will possess relevant industry experience and a solid understanding of Pensions and Investments, along with excellent administrative and communication skills. Join a forward-thinking firm where your contributions will make a significant impact on client satisfaction and team efficiency.

Qualifications

• Experience in financial services, particularly with Pensions and Investments.
• Reception/front of house experience delivering excellent client service.

Responsibilities

• Process new business and client illustrations, schedule appointments.
• Comply with compliance procedures and greet clients appropriately.
• Handle phone calls, messages, and general administrative duties.

Skills

Client Management

Compliance Knowledge

Administrative Skills

Communication Skills

Education

Relevant Industry Experience

Tools

Database Management Systems

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