administrative assistant

administrative assistant Nottingham, England

NJR Recruitment
Full Time Nottingham, England 22000 - 18000 GBP ANNUAL Today
Job description

*** Trainee IFA Administrator

*** Nottingham

*** Salary up to £22,000

Our Client is a well-established Chartered Financial Planning Practice who are based in the Heart of Nottingham City Centre. An excellent opportunity is now available for an ambitious Trainee IFA Administrator to join their prestigious organization . Our Client hold an excellent reputation within the Industry for providing bespoke Financial Planning solutions to an extensive Client Bank consisting f ultra-high net worth individuals.

The main purpose of the role will involve working closely with the a team of IFA Administrators and Paraplanners

Responsibilities

o Processing new business applications

o Obtaining valuations and assisting in the production of Investment plans

o Assist in production of 'Mindmaps' for Advisers as a result of discovery/fact find meetings;

o Regular upkeep of electronic filing systems

o Data entry and data quality management on XPlan - our CRM system

o Provision of ad-hoc data, analysis and reports

o Welcome clients and visitors to the office

o Responsible for the internal functions related to the managed portfolios

o Writing suitability reports for the financial advisers and support

o Maintain and update relevant office processes, procedures and policies

o Build and maintain a detailed knowledge and understanding of our record keeping requirements.

o Ensure you are able to use the necessary applications and back office systems to deliver your work.

Requirements

Polite, pro-active manner, attention to detail, team player;

Excellent organisational and planning skills with ability to prioritise workload and work to deadlines;

Experienced financial services administrator (or with significant technical aptitude for the post);

Competent user of MS Office applications and ideally Mindmap application.

To apply for the role you will have already obtained experience working within a similar business and will have gained knowledge of processing new business in relation to Pensions & Investments.

Our Client is looking for a confident, switched-on individual who has drive to exceed expectations and deliver a high level of professionalism. In return the successful candidate will benefits from an excellent remuneration package and full study support.

For further information please contact one of our specialist consultants quoting REF: NJR13730

Job Types: Full-time, Permanent

Salary: £18,000.00-£22,000.00 per year

Work Location: In person

Reference ID: NJR13730

About NJR Recruitment

Revenue: Unknown / Non-Applicable
Size: Unknown
Type: Company - Public
Website: www.njrrecruitment.co.uk

administrative assistant
NJR Recruitment

www.njrrecruitment.co.uk
Manchester, United Kingdom
Unknown / Non-Applicable
Unknown
Company - Public
Related Jobs

All Related Listed jobs

Typo Summer Temp Sales Associate (4hrs per week) - Derby
Cotton On Group Derby, England Today

Loop (Online parents support platform). Community ambassador trips with the Cotton On Foundation. Quarterly COG awards up to 400 prize.

LINK WORKER
PAKISTAN MUSLIM CENTRE Sheffield, England 750.25 GBP MONTHLY Today

Experience*: No experience is needed to apply for this post but if you have worked in a care home or mental hospital and have driving licence then these will

Manufacturing Engineer - Azure Fiber
Microsoft Romsey, England 27193 - 35566 GBP ANNUAL Today

An engineering qualification in related subject area (Physics, Engineering, Photonics). Relevant years of experience of new product introductions (NPI).

Trainee Laboratory Technician
AmSpec Services Ltd Pembroke Dock, Wales 21500 GBP ANNUAL Today

Clean Full driving licence and meet our Insurance criteria requirements. Position eventually provides testing support for shipping industry, which is 24/7, 365

Warehouse Operatives
gap personnel Salisbury, England 10.81 - 13.47 GBP HOURLY Today

The site boasts superb onsite facilities such as: Subsidised hot food canteen, multiple vending machines, break-out areas, transport-to-site options