Financial Planning Administrator - (Part time)

NJR Recruitment
20000.00 GBP Annual + 00
04 Feb 2019
23 Feb 2019
Job Type
Contract Type

Financial Planning Administrator (Part time)
22-25 hours per week

(Part time - between 22-25 Hours per week - Flexibility is available on hours and days)

Our client are a very well established firm of Financial Planners, who are now seeking an articulate and efficient Part Time IFA Administrator to join their highly successful Business.

The successful candidate will Joining a highly successful and respected practice, this is a truly exciting opportunity for a high calibre individual who is keen to make a move in order to improve their career within the Financial Services industry, that comes with a good work home life balance.

Working out of their offices in Derby , our client offer a first first-class client experience the successful candidate will be responsible for New Business processing in relation to all Products including , Pensions & Investments. You will also ensure that suitability templates are up to date in line with changes in legislation/allowance. Whilst being the first point of contact for all clients, daily duties will be varied and include;

  • Obtaining and completing application paperwork
  • Sending new business to providers
  • Submitting business on main investment Platform
  • Entering business onto back-office system
  • Managing and updating tasks on back-office system
  • Chasing business through to completion
  • Chasing fees
  • Processing 'Letters of authority', including:
  • Generating requests for information
  • Sending to providers
  • Managing and updating tasks on back-office system
  • Chasing providers for outstanding information
  • Inputting plan information on back-office system
  • Generating recorded/special delivery post online & delivering to post office
  • Client research and preparation for adviser meetings with clients


  • IFA administration experience
  • Experience of using back-office systems
  • Experience of using Platforms/Wraps
  • Knowledge of Pensions and Investments
  • Basic compliance knowledge and understanding of what makes a compliant file
  • Excellent organisational and prioritising skills
  • Excellent written and spoken communication skills
  • Good computer literacy and typing skills

Our client is looking for someone with a "can-do" attitude who will be committed to the company, have a flexible and thorough approach with the ability to priorities their work and attention to detail is key.

For more information please contact one of our specialist consultants quoting REF: NJR8734