FINANCIAL PLANNING & PENSIONS ADMINISTRATOR

NJR Recruitment; East Midlands; Hybrid; GBP 32,000 - 39,000; Full time

Benefits offered by this job

Benefits

Exam Support

Hybrid work

Job summary

NJR Recruitment is seeking a Financial Planning & Pensions Administrator / Client Relationship Manager to join their busy Leicester team. The role offers hybrid working with a mix of office and home-based tasks, supporting Pension Consultants and managing SIPP/SSAS portfolios.

The ideal candidate will be intelligent, ambitious and possess strong communication and artefacts skills, with drive to succeed within financial planning. Salary up to £35,000 plus benefits and exam support.

Qualifications

• First point of contact for clients within your portfolio.
• Timely input of data into the system.
• Dealing with routine correspondence with clients, advisers and providers.

Responsibilities

• Ensure HMRC and FSA deadlines are met.
• Organise and prioritise work to manage client expectations.
• Maintain paper and electronic filing systems for correspondence and documents.
• Prepare new business documentation.

Skills

Communication skills

Data entry

Customer service

Organisation

Tools

Filing systems

Job description

FINANCIAL PLANNING & PENSIONS ADMINISTRATOR

Up to 35,000 + Benefits + Exam Support

LEICESTER / HYBRID

Our client are a leading and National Independent Provider of Wealth Management and Pension services with multiple offices based around the UK. An exciting opportunity is now on offer for an additional 'Client Relationship Manager' to join the incredibly busy team in Leicester. This will be a mixture of office and home working.

Working alongside the Team Leader and forming part of a team of CRMs' this role will involve providing direct support to the Pension Consultants including two busy Directors. The successful candidate will be responsible for managing and administrating a portfolio of SIPP and SSAS pension schemes.

Daily duties will be varied consisting of;

• First point of contact for clients within your portfolio and to be aware of all client issues and detail
• Inputting data on to the system within a timely manner
• Dealing with routine correspondence including contact with clients, their advisers and product providers both by postal correspondence, fax, e-mail and telephone
• Ensuring all HMRC and FSA deadlines are met
• Organise and prioritise work including managing client's expectations
• Maintenance of paper and electronic filing systems for correspondence and documents including scanning and archiving
• Preparation of new business documentation

The successful candidate will be intelligent and ambitious with the desire to learn and succeed within Financial Planning. Our client is looking for someone with a can-do attitude who has solid communication and articulations skills as well as the eagerness and drive to succeed.

NJR16934