Financial Adviser jobs in Halifax
View similar jobs with this employerNJR RecruitmentHybrid work in KeighleyEmployerActive 3 days ago- Based on the outskirt of Keighley, our client is looking to recruit an experienced Financial Services Administrator to support a small team of Advisers and…
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- My Mortgage FinderLeedsTypically responds within 3 daysPostedPosted 1 day ago
- Identify customers’ financial needs and advise them with the products that would best suit their requirements.
- Working towards and achieving set sales targets.
- Brooke FinancialPudsey LS28EmployerActive 8 days ago
- * Completing and submitting of adviser files for compliance.
- * Providing the mortgage advisers with clear and concise updates.
- UK SOLAR EXPERTS3.7ManchesterEmployerActive 3 days ago
- Follow a system that tracks all important financial & non-financial metrics.
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- NJR RecruitmentHybrid work in LeedsEmployerActive 16 days ago
- In this role you will participate in maintaining the clients SIPP records, liaising directly with clients on pension administration matters supporting the…
- Spicerhaart2.0United KingdomEmployerActive 3 days ago
- To be eligible for this role you need to have at least CeMAP level 1 or equivalent.
- CeMAP qualification or industry equivalent with knowledge of Help to Buy.
- My Mortgage FinderLeedsTypically responds within 3 daysPostedPosted 1 day ago
- Relationship management with advisers, staff members etc.
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- ZIGUP3.5Hybrid work in Huddersfield HD2PostedPosted 6 days ago
- As well as overseeing the production of monthly reporting packs, providing valuable insight and commentary on financial and non-financial performance indicators…
- MonzoLeedsPostedPosted 30+ days ago·
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- Essentia Solutions GroupHybrid work in CheadleEmployerActive 4 days ago
- Ensure strict adherence to financial regulations, maintain the highest ethical standards at all times.
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- Capio RecruitmentLeedsEmployerActive 15 days ago
- Holds CAS (competent adviser status) and up to date SPS.
- As the firms AUM continues to grow an opportunity has arisen for a new Financial Planner to join the…
- AssureLife LtdLeedsPostedJust posted·
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View similar jobs with this employerNJR RecruitmentHybrid work in LeedsEmployerActive 3 days ago- Prepare client review packs for advisers.
- 25 days holiday + Bank Holidays + option to Buy and Sell Holidays.
Job Post Details
Financial Planning Administrator - job post
Job details
Here’s how the job details align with your profile.Pay
- £22,000 - £25,000 a year
Job type
- Full-time
- Permanent
BenefitsPulled from the full job description
- Company pension
- Flexible schedule
- Free parking
- Private medical insurance
Full job description
Financial Planning Administrator
Keighley
£22,000 - £25,000
NJR Recruitment is thrilled to be working with a well known wealth management practice that specialise in providing high quality personal advice on many aspects of wealth management across UK and international clients
Based on the outskirt of Keighley, our client is looking to recruit an experienced Financial Services Administrator to support a small team of Advisers and dealing with a full range of pensions, investments and other products.
What's in it for you?
25 Days Holiday + Bank Holidays
Generous Bonus Scheme
Flexible hours and Hybrid working after probation period
100k death in service cover
Private medical insurance
Company Pension
Free Parking
Excellent Training and development options
Full study support towards industry qualifications
The role will be varied and will involve;
Preparing client valuations and meeting packs
Processing new business applications
Inputting data onto client management system.
Deal with letters of authority
Maintaining client records
Liaising with clients, providers and other 3rd parties
Adhoc projects and administrative tasks as and when necessary
What do we need from you?
Previous experience working in wealth management is essential
Excellent communication and interpersonal skills
Good attention to detail
If you are looking to join a thriving financial advisory firm who can offer excellent long term progression and career development, then apply today or for more information please contact NJR Recruitment quoting reference NJR15131
#fin
Job Types: Full-time, Permanent
Pay: £22,000.00-£25,000.00 per year
Work Location: In person
Reference ID: NJR15131