Financial Planning Administrator

Financial Planning AdministratorChester-le-Street Up to £ hours)Fully Office BasedNJR Recruitment are delighted to be working with a well-established Financial Planning firm who are looking to recruit an Financial Planning Administrator to join their friendly and relaxed team based in Chester-le-Street.This is a great opportunity for an experienced administrator who is looking to develop their career within Financial Services. Previous Financial Services experience isn''t essential - the key requirement is strong administration experience, excellent organisation and a professional, personable approach.You will work closely with and provide dedicated support to one Financial Adviser, gaining valuable exposure to the Financial Planning industry and developing your knowledge over time.The RoleYour responsibilities will include:Providing day-to-day administrative support to the Financial AdviserMaintaining accurate client records and documentationPreparing and processing client paperworkLiaising with clients, providers and other third partiesAssisting with client reviews and ongoing servicingManaging correspondence, emails and general administrationUpdating internal systems and maintaining accurate recordsSupporting the wider office team where requiredEnsuring work is completed accurately and within agreed timescalesAbout YouThe firm is open to candidates from a range of backgrounds, so Financial Services experience isn''t essential.We''re looking for someone who has:Previous ..... full job details .....