Job Description

** EXCLUSIVE ROLE TO NJR RECRUITMENT **

** ADMINISTRATOR TO FINANCIAL PLANNING TEAM **

** LOCATION: PRESTON / HYBRID **

** SALARY IS NEGOTIABLE BUT AROUND £25,000 PLUS EXCELLENT BENEFITS **

NJR Recruitment are currently working in Partnership with a leading Independent Provider of Accounting, Business Advisory and Wealth Management services. With offices eight office based in key core cities, our client employ over 300 partners and staff advising clients across the UK. As a top 50 award winning professional services firm, our Client form part of a National and International network of firms with global opportunities.

An excellent opportunity is now available to join the office in Central Preston as an 'IFA Operations Administration Assistant' in which the role will involve;

• Managing Financial Planning Strategic Plan
• Managing Financial Planning Consumer Duty framework action plan
• Monitoring file review actions
• Data collection for annual SM&CR assessment
• Managing T&C framework
• Organising training session / training feedback forms / summarise training gaps & future training requirements
• Schedule monthly consultant meetings
• Manage data cleanse information with consultants / providers
• KPI reporting for the department
• Understand how to submit FCA compliance reports
• Setting up new agencies / Terms of Business
• Preparing presentation material
• Support with month end process

Previous experience of working in an FCA Regulated environment is essential. Candidates applying should have excellent attention to detail, and should be able to work effectively with minimum supervision. You will be switched on and drive.

In return you will be rewarded with

• Clear career opportunities and progression paths
• Pay progression linked to role development
• We have an excellent reputation for training staff in a friendly and welcoming environment
• Focus on work/life balance - flexible working patterns/locations
• We are accredited "Investors in People"
• Great social life and involvement in community and charitable initiatives
• Popular staff social club with subsidised events throughout the year
• A diverse work family

Benefits package including:

• pension scheme
• life assurance
• flexible benefits (such as options to buy/sell annual leave, cycle to work scheme and dental insurance)

NJR 13627

Job Type: Full-time

Salary: £21,000.00-£24,000.00 per year

Schedule:

• Monday to Friday

Work Location: In person

Reference ID: 13627

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