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