NJR Recruitment

Our Client provides a unique and modern approach to Financial Planning for HNW individuals and the Employee Benefits market. Having been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, our Client is committed to providing high levels of professionalism to clients and employees alike. An exciting opportunity is now available for an ambitious Paraplanner to form part of their team. The successful Candidate must be able to analyse information and conduct research to produce articulate and appropriate suitability reports. This must be done in such a way as to ensure that the firms client and service propositions are delivered in an efficient and robust way, whilst maintaining high levels of risk management, operational effectiveness. What to expect: 25 days holiday 4 x Death in Service Benefits Employer Pensions Contributions Flexible working Free Parking Responsibilities: Receiving instructions during debriefings from advisers followingclient meetings. Interpreting data obtained by advisers during client meetings. Analysing data and using research tools to provide solutions tomeet client needs and objectives. Providing records to support research undertaken. Consolidation of client needs and objectives, together with therecommendations and course of action in a written format via suitability reports, client specific illustrations and key features document. Carrying out all tasks in a manner consistent with complianceprocedures. Preparation of existing client files ready for reviews. Ensuring all client files are compliant on an ongoing basis. Carrying out research and analysing products and services that is appropriate to each clients financial circumstances. Proposing and drafting financial solutions that meet each clients goals, needs and objectives. Skills and Experience required: At least 2 years experience working in a Paraplanning role, for a financial planning organisation. Clear understanding of the financial planning process. The ability to produce professional and technical reports, to support the advice process. Able to work within defined business processes. Ability to achieve agreed outcomes without supervision. Prioritise own work load, and the work load of the Paraplanning team. Ability to multi task and prioritise effectively. Good level of technical knowledge of investments and Pensions advice. Our client is looking for someone with a can do attitude, who has the eagrness and drive and succeed in a face paced environment, as well as having the ability to build strong relationships and displaying professionalism at all times. If you feel like this is the role for you then please apply online or for further information please contact one of our specialist consultants quoting reference NJR 15233 JBRP1_UKTJ

Our client is very well established organisation based in York who has achieved significant success in recent years with very strong organic growth, and are now looking to recruit a Senior Pensions Administrator to join their existing business team. This is a fantastic opportunity for someone looking for their next career step. You will be joining a reputable business with genuine career progression, competitive basic salary and market leading benefits, such as enhanced holidays, Hybrid working, Private health insurance, Share incentives, Death in service and Cycle to work scheme! The successful candidate will carry out the day to day administration of SSAS pension schemes as well as being the main point of contact for clients/intermediaries. Daily responsibilities will include; Scheme establishment/takeoverPreparing Accounts, Valuations and fund splitsOpening scheme bank accountsTransfersContributionsTax reclaims & Relief at Source, InvoicesHMRC reportingDealing with bank borrowingGeneral Scheme InvestmentsVAT Registration, Returns and De RegistrationBenefit CalculationsProperty Purchase/Sale/LeaseRent invoicing and monitoringDealing with The Pensions Regulator and Information Commissioner Registration and ReturnsBackground research on scheme issuesSpotting potential issues e.g. lack of cash for pensions Requirements SSAS or SIPP pensions experience is essentialEssential that candidate is computer literate and has familiarity with Word, ExcelExcellent communication skillsWorks well on own initiative as well as part of a team Our client is looking for a highly motivated and enjoys the challenge of a diverse role whilst having an eye for detail. It is also essential that the successful candidate is a team player, committed to the company, has a flexible and thorough approach with the ability to priorities their work. For more information please contact one of our specialist consultants Ref: NJR15415 JBRP1_UKTJ

CLIENT SUPPORT COORDINATOR - Healthcare Insurance UP TO 26,000 + EXCELLENT BENEFITS LOCATION: Birmingham /Hybrid NJR are working in Partnership with a world leader in the Health & Benefits Marketplace. Due to expansion and a number of new Clients coming on board, they now have a variety of great opportunity available for dedicated Administrators to join their Healthcare division click apply for full job details

PROPERTY RISK CONSULTANT MANCHESTER CITY CENTRE EXCELLENT SALARY AND RANGE OF BENEFITS We are delighted to be bringing a fantastic opportunity to the market with one of our retained clients. As a growing insurer across the UK market, my client are a looking to continue to grow their Risk Management team with a Property Risk Consultant. As a result of hard work, dedication and the right attitude, they are enjoying a period of continued success and growth in their Manchester and London offices. Operating in a sound working environment with a real appetite for success and quality, they now have an excellent opportunity for a Risk Consultant, based in the North West/South of England. To be considered for this exciting and challenging role, as a Risk Consultant you will provide an effective surveying and consulting capacity whilst representing the interests and brand of the company. You will always provide a high level of service and will be operating as part of the Risk Management and underwriting teams. Responsibilities will include undertaking desk-top/technical reviews together with 'on site' inspections of existing clients and indeed prospects. In all situations you will aim to determine the risk levels and assessment of future exposure and loss potential. These responsibilities will be carried out whilst developing consultative relationships with customers. This role will be ideal for a proven Risk Consultant/Property Surveyor with either insurer or broker background or perhaps industry background would also be of real interest. Experience of other Risk Management areas such as Health and Safety would also be advantageous. A great opportunity for someone who wants to be challenged and challenge others. Be a really efficient operator with a 'can do' attitude and always looking to exceed expectations but at the same time really grow and develop your career with an extremely ambitious company. Finally, you will be self-sufficient, take ownership, be receptive to travel and participate regularly in client meetings and site visits. Our client has also embraced hybrid working to support employees to enjoy a heathy work / life balance. To maximise the hybrid model, they allow for employees to work from home for a maximum of 3 pre-agreed days per week. All employees are expected to be in the office on Thursdays to ensure regular contact with colleagues and support the One Team culture. In return, an excellent salary and range of benefits is on offer along with genuine open career progression opportunities. Don't miss out and apply today! For further information, please contact one of our specialist consultants and quote job reference NJR13380

JOB ROLE: PROPERTY CLAIMS HANDLER LOCATION: MANCHESTER CITY CENTRE, HYBRID-WORKING (3 DAYS FROM HOME) EXCELLENT SALARY, BENEFITS AND CAREER OPPORTUNITIES Are you an experienced and ambitious Claims Handler with strong knowledge and experience of dealing with Property Claims? Would you like to work for a business focused on its staff and core values, with excellent career opportunities available? THE OPPORTUNITY: This is an exclusive and exciting opportunity for a Property Claims Handler to work for one of our key clients, an expanding European Insurance Company working out of state-of-the-art offices in Manchester City Centre. As Property Claims Handler, you will be joining a growing claims operation, working for a unique insurance company challenging the UK market. With rapid growth and a wealth of opportunity, they are now recruiting for an experienced Claims Handler to join their Commercial Property team. With a real focus on Property Claims, you will have a good grounding in this class of business. You will handle claims from cradle to grave, being heavily involved in trading with major brokers and will also meet clients on a face-to-face basis when required. SKILLS AND EXPERIENCE REQUIRED: You will need to have proven experience in handling Property Claims from cradle to grave, having strong analytical ability and being technically competent. Ideally you will have experience in Commercial Property, however applicants with strong Household Claims experience with the right temperament and desire to get into Commercial will also be considered. This role will suit a competent yet driven individual looking to be part of a business that likes to challenge, yet also be challenged. Excellent communication and interpersonal skills are vital, as this will be a role where you may need to interrogate, interview and probe where necessary to get the right result. Being confident in your own ability and good decision making is immensely important. BENEFITS: In return, you will be working for a company which has a fantastic culture that really values its staff, paying highly competitive salaries with great suite of benefits, progression opportunities and a pleasant team-working environment. Our client has also embraced hybrid working to support employees to enjoy a heathy work / life balance. To maximise the hybrid model, they allow for employees to work from home for a maximum of 3 pre-agreed days per week. All employees are expected to be in the office on Thursdays to ensure regular contact with colleagues and support the One Team culture. An exciting opportunity that will suit someone from a broker, insurer, adjuster or solicitor background. APPLY TODAY: If you have experience in Property Claims and want to take the next step in your career, then do not miss out and apply today! For further information please apply with your CV today or contact one of our specialist consultants quoting job reference NJR12641

Paraplanner Peterborough £35,000-£45,000 3 Days remote is available Our client are a well-established family orientated Firm of Financial Planners who provided bespoke corporate and private client wealth management advice to diverse Client Bank of High Net Worth Individuals who have an excellent opportunity for a talented and experienced Paraplanner to join their growing organisation based in the Peterborough area. The main purpose of your role will be to prepare written advice and provide technical research services to a team of Financial Planners. You will ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner; whilst mitigating any risks to the business and assisting with the achievement of business targets. Responsibilities Develop and maintain effective relationships with clients and colleagues.Prepare suitability reports appropriate to level of experience and under relevant supervision. Ensure all relevant compliance paperwork has been carried out.Carry out technical research as part of the existing arrangement review process.Maintain core systems ensuring that all tasks are carried out and completed in line with the company policy and procedures.Maintain awareness of, and act in accordance with, all Compliance and legislative obligations.Obtain data on in-house and third party products in order to provide technical valuations as required.Discuss client objectives with the relevant Financial Planner, identifying and obtaining necessary client information in order to prepare the necessary suitability check.Deal with client and insurer queries to completion as appropriate.Ensure that client queries are appropriately investigated and accurate responses given.Accurately and efficiently support the Private Client/Financial Planning team to enable the achievement of targets and meet client expectations. The successful candidate will need to have proven experience working as a Paraplanner - preferably within an IFA environment with Knowledge of investment and pension products and ideally be working towards your Level 4 Diploma. You will be having excellent Microsoft and Excel skills solid communication and interpersonal skills. Our client is looking for someone with a can-do attitude, who can deliver a first class service to clients as well as having the ability to build strong relationships and displaying professionalism at all times. For further information please contact one of our specialist consultants quoting REF: NJR13403

COMPLIANCE ASSISTANT Level 4 Diploma LOCATION: SANDBACH / HYBRID (After initial training) SALARY AROUND £35,000 Our Client is a specialist Financial Planning Firm providing expert Independent Financial Advice to recipients of personal injury damages; both pre and post settlement click apply for full job details

PENSIONS & INVESTMENTS ADMINISTRATOR BEAUTIFUL LOCATION OF WILMSLOW UP TO 28,000 Our Client is an established and well known firm of Independent Financial Advisers based in a beautiful location of South Cheshire. Led by professionally qualified team, they provide comprehensive Corporate & Personal Financial Planning that includes; Employee Benefits, Investments, Retirement Planning and Tax advice. Due to internal promotion, an experienced Administrator is now required to support an highly technical Partner in the business. This will be a very busy and demanding role, and daily duties will consist of; Provide a first class administration service, together with a dedicated Paraplanner, to a group of Consultants Ensure that new business is processed in a timely fashion Issuing client Letters of Authority to providers, collating information and the use of the Client Management system Organising quotes, online or via telephone, then putting full package together for adviser - ensuring correct proposal & KFD Processing on basic products such as Bonds, Personal Pensions and Group Schemes Using Client Management Valuing client portfolios - obtaining data from providers Checking policy documents Issuing policy documentation to client using professional letters Scanning documents and filing these electronically on the Client Management system Distribution of incoming post Candidates applying must have a strong and proven background working for a firm of Financial Planners. You will be conversant with whole of the market products and ideally be used to processing business on IRESS / 1st software. If you are an experienced individual who is looking to provide an excellent level of administrative support to a Partner, then this is an excellent opportunity. REF: 12980

SENIOR IFA ADMINISTRATOR STOCKPORT CENTRAL UP TO 28,500 HYBRID WORKING - 2 DAYS OFFICE & 3 DAYS HOME An exciting opportunity is available for an experienced Financial Services Administrator to work for our client in Stockport. Providing direct support to a team of 3/4 IFA's, the successful candidate will be responsible for a busy and varied role consisting of; Complete all compliance administration associated with new business New business processing Issue policy documentation Producing quotations Produce client summaries Dealing with clients Use of Provider Platforms To apply for the role candidates should offer experience working in a similar role and be very familiar with the IFA Admin process, along wih Provider Platforms and the use of a Back Office System. Product knowledge of Pensions, Insurance, Investments and Protection is also beneficial, as is previous use of Intelligent Office. Please quote Ref: NJR13393

TRAINEE ACCOUNT EXECUTIVE SOUTH MANCHESTER SALARY UP TO £30,000 PLUS BENEFITS A great new opportunity has come to market working for one of the UKs leading insurance brokerages based out of their offices in South Manchester. THE ROLE: Joining as a Trainee Account Executive, you will work closely with current Account Executives and Directors in delivering an outstanding service to clients click apply for full job details

ACCOUNTS ASSISTANT INSURANCE MANCHESTER UP TO £25,000 PLUS BENEFITS A brand-new opportunity has arisen for an Accounts Assistant to join a highly regarded regional insurance brokerage based out of their offices in Central Manchester. THE ROLE: As Accounts Assistant, you will work closely with the IBA Accounts Manager and wider finance team click apply for full job details

Financial Planning AdministratorLocation: Chesterfield Our Client is a highly successful and innovative Wealth Management Practice with a reputation for providing unique financial solutions to High Net Worth individuals and businesses across the whole of the UK. This is a fantastic opportunity for an experienced Financial Planning Administrator who is looking to join a stable but growing IFA firm. You will be working for a highly successful business that holds an excellent reputation within the Wealth Management sector. You will be working as part of a medium sized and growing team, where you will be supporting the Wealth Managers in delivering first class service to their Client bank. Responsibilities: General day-to-day administration tasks such as dealing with client enquiries, taking telephone calls, obtaining information from providers and electronic filingPreparation for meetings Submitting new business using Intelligent OfficeObtaining valuations and illustrationsLiaising with clients and product providersDealing with Letters of Authority Requirements: Previous experience of working within Financial PlanningExcellent attention to detail and strong technical skillsAbility to manage own workloadAble to work under pressure to meet specific time deadlinesStrong team player with a can-do attitude towards the daily challenges of a busy Practice What's in it for you? Genuinely competitive salary 22 days holiday + bank holidays Closed over ChristmasFree parking Discretionary BonusesPersonalised Training PlanHealth InsurancePensionFull Study Support The successful candidate will be given the opportunity to study towards the Diploma in Financial Planning, with full support given by the Practice. This is an incredibly exciting opportunity for someone who is looking for a long-term, successful career within Wealth Management For more information please contact one of our specialist consultants quoting REF:NJR13398

Paraplanner Location: Sheffield EXCELLENT BENEFITS ON OFFER INCLUDING HEALTH INSURANCE, PENSION, FREE PARKING, STUDY SUPPORT AND SO MUCH MORE! Our Client is a highly successful and innovative Wealth Management Practice with a reputation for providing unique financial solutions to High Net Worth individuals and businesses across the whole of the UK. This is a fantastic opportunity for an experienced Paraplanner who is seeking progress and work for a highly successful business that holds an excellent reputation within the Wealth Management sector. You will be working as part of a medium sized and growing team, where you will be supporting the Wealth Managers in delivering first class service to their Client bank. Responsibilities: Provide technical research support to the financial planners. Closely liaise with clientsPrepare full suitability reports Prepare summary of recommendations for administrators to prepare the client pack Calculations such as carry forward, CGT, IHT and bond calculations. Compare with appropriate funds/portfolio for the clients attitude to risk Prepare replacement contracts report for Financial Planner to review prior to suitability Assist with Investment committee What's in it for you? Free Parking 22 Days Holiday + Bank HolidaysDiscretionary BonusesPersonalised Training PlanHealth InsurancePensionFull Study SupportFlexi Hours/home working The successful candidate will need to have previous experience working as a Paraplanner - preferably within an Independent Financial Services environment. You will ideally be Diploma qualified or working towards the Level 4 qualification as well as having solid communication and articulations skills. Experience using Intelligent office would be advantageous Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism. For further information please contact one of our specialist consultants quoting REF: NJR13399

Office / Facilities Administrator Salford Salary: £23,000 - £26,000 plus benefits Our client is a rapidly expanding construction and facilities company in Salford who are looking for a Facilities & Office Coordinator to join their friendly team. Purpose of the role: The role is responsible for day-to-day management of all tasks to ensure the smooth and efficient running of the office click apply for full job details

JOB ROLE: PROPERTY CLAIMS HANDLER LOCATION: MANCHESTER CITY CENTRE, HYBRID-WORKING (3 DAYS FROM HOME) EXCELLENT SALARY, BENEFITS AND CAREER OPPORTUNITIES Are you an experienced and ambitious Claims Handler with strong knowledge and experience of dealing with Property Claims? Would you like to work for a business focused on its staff and core values, with excellent career opportunities available? THE O click apply for full job details

JOB ROLE: MOTOR CLAIMS HANDLER LOCATION: MANCHESTER CITY CENTRE, HYBRID-WORKING (3 DAYS FROM HOME) EXCELLENT SALARY, BENEFITS AND CAREER OPPORTUNITIES Are you an experienced and ambitious Claims Handler with strong knowledge and experience of dealing with Motor Claims? Would you like to work for a business focused on its staff and core values, with excellent career opportunities available? THE OPPORTU click apply for full job details

LIABILITY CLAIMS HANDLER EXCLUSIVE OPPORTUNITY MANCHESTER CITY CENTRE WITH HYBRID-WORKING EXCELLENT SALARY, BENEFITS AND CAREER OPPORTUNITIES Are you a Liability Claims Handler and would be interested in the opportunity to work for an exciting, growing and ambitious insurance business? THE OPPORTUNITY: NJR Recruitment are delighted to be able to bring to market this exclusive opportunity for a Liabili click apply for full job details

JOB ROLE: CLAIMS HANDLER - MOTOR LOCATION: MANCHESTER CITY CENTRE, HYBRID-WORKING (3 DAYS FROM HOME) EXCELLENT SALARY, BENEFITS AND CAREER OPPORTUNITIES Are you an experienced and ambitious Claims Handler with strong knowledge and experience of dealing with Motor Claims? Would you like to work for a business focused on its staff and core values, with excellent career opportunities available? THE OPPOR click apply for full job details

JOB ROLE: PRIVATE CLIENT ACCOUNT HANDLER LOCATION: SOUTHPORT SALARY: UP TO £30,000 PLUS BENEFITS Do you have proven home or motor insurance experience, with the desire to develop a long term career in the sector? Are you a strong communicator with excellent client relationship skills, interested in working with High Net Worth individuals? If so, this could be a fantastic opportunity for you click apply for full job details

CORPORATE ACCOUNT HANDLER LIVERPOOL, WITH HYBRID-WORKING £36,000-£38,000 PLUS BENEFITS Are you an Account Handler with experience of dealing with corporate level risks, seeking a new opportunity in Liverpool? THE ROLE: As Corporate Account Handler, you will be joining a friendly team of brokers to handle a book of business across general commercial policies, in addition to some PI and D&O click apply for full job details