Location
Salary
Posted on
Reference
Manchester Airport
£25000 - £28000
10/05/2023
NJR13647
DESCRIPTION
DATA ENTRY ADMINISTRATOR - Financial Planning Firm
LOCATION: South Manchester - Free onsite Parking
SALARY: 23,000 + 500 increase with each passed R0 exam
PLUS a 2,000 increase when passing R06!
Company Perks;
" Up to 10% performance related bonus
" 25 days holiday, + additional day for Birthday + Bank Holidays
" 5% company pension contribution
" Flexible medical package
" On-site gym (plus membership) and café!
NJR Recruitment are working in Partnership with a growing and ambitious firm of Financial Advisers based in South Manchester who are offering an incredibly exciting opportunity for someone to join their team in the capacity of 'Operations Support'. This is an interesting and exciting opportunity for someone who is keen to join a growing business who a driven by an excellent leadership team. There is real scope for progression in this role which could lead the successful candidate moving in to a more Team Leader role as this particular team progresses.
We are ideally looking to hear from Candidates offering experience within Financial Services, either a Financial Planning Firm, a Provider or those coming from Banking.
The successful Candidate will be responsible for creating the Manual Policy Schedules with a view to becoming part of the 'Intelligent Office' implementation project. Therefore those applying will have a very strong attention to detail and should be happy with a role that requires a consistently high level of accuracy.
o Creating manual policy schedules, with the involvement of creating Valuations
o Liaising with various Product Providers
o Obtaining relevant information from the Providers, such as Fund & Contribution history
Involvement in the I.O Implementation project, and once this has taken place;
o Running policy schedules from I.O
o Managing and maintaining the Back Office system
If you are interested in taking on a responsible role with a forward thinking, and growing business then please get in touch to discuss further.
NJR 13647
There's no need for any previous financial services experience - we'll provide all the training required across a comprehensive 6-week training programme.
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