• NJR Recruitment
  • Sandbach CW11, UK
  • Jan 11, 2019
Banking Finance

Job Description

Location: Sandbach

Are you looking to be part of a rapidly expanding national company that offers development, responsibility and excellent benefits? This opportunity could provide you with a platform to be part of a highly successful team.

We are delighted to once again be working with a leading, fast-growing firm of Financial Advisers. This is a genuinely exciting and newly created role for an experienced Financial Services Administrator with proven supervisory / leadership skills. In this role, you will be playing a key importance within the business and you must be able to demonstrate the ability to effectively plan and organise your / the teams workload.

Taking responsibility for the smooth and efficient delivery / running of the Adviser Support process, the successful candidate will be responsible for;

Team Leadership;
Monitoring of the teams workload
Motivating the team to ensure workloads are completed within agreed timescales
Holding 1:1 meetings alongside the Compliance Manager
Chairing weekly team meetings
Monitoring holidays, timekeeping and sickness
o Involved in the recruitment / interviewing process


  • Opening new cases on CMS and iBusiness
  • Updating CMS and iBusiness with client details
  • Processing Letter of Authority's with Providers
  • Submitting requests for information
  • Requesting Investment valuation updates
  • Adviser pipeline management
  • Client Service Charter administration
  • IAF & OAF queries
  • Provide regular updates to Financial Adviser about case progression
  • Adviser diary management
  • Booking Client Appointments

The successful candidate will possess strong verbal and written communication skills, will be accurate in their work and have a high level of attention to detail.

With good time management ability and capable of working to deadlines, this is a great opportunity to work for a highly successful and expanding team.

For further information please contact one of our specialist consultants and quote job reference NJR8328