Financial Planning Administrator/ Receptionist (Financial Planning Firm) Leicester Up to 28,000 NJR Recruitment are currently working alongside a well-established firm of Independent Financial Advisers and Insurance Brokers who are now recruiting for an IFA Administrator / Receptionist. This role has come about due to internal progression. The role will involve working with a busy team of Financial Planners to provide support them with a hands-on service ensuring a seamless process for clients. The role will also involve reception cover two days per week. Responsibilities: Process new business, client illustrations and Valuations, schedule Client Appointments Comply with the relevant compliance, TCF, TandC and, financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the company at all times Receiving clients; greeting, welcoming, directing and announcing them appropriately. Checking their details are up to date on the system and providing them with refreshments where appropriate. Answering the phones and taking clear, detailed messages, screening and directing calls to the appropriate member of the team. Opening, sorting and scanning/distributing the post. Organising the outgoing post ready for collection at the end of the day. Keeping reception/meeting rooms tidy. Photocopying. Preparing client files. General administrative duties including LOA processing. Printing and posting of signature documents where applicable. Dat