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    • Working within a busy team environment that specialises in providing client centric advice on a range of pensions, investments, trusts and tax products, the…
    • Booking client calls and meetings on behalf of advisers.
    • Preparing briefing notes and client correspondence on behalf of authorised advisers.
    • Helping to deliver employee pension workshops and financial wellbeing presentations.
    • As well as a keen interest in financial planning, you should be:
    • Communicate with product providers, financial advisers, and internal colleagues to support client outcomes.
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    • Prepare sound financial plans to ensure clients meet their financial goals and conducting ongoing reviews.
    • Providing quality advice on pensions, investments,…
    • Introduce clients, where appropriate, to our trusted IFA and Solicitor partners for specialist regulated financial advice or reserved legal services.
    • Paid holiday trial for self-employed advisers – two weeks’ paid holiday per year, calculated based on average earnings.
    • 75% – 85% on self-generated business.
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    • Utilising your outstanding people skills, you will be engaging with our customers on a daily basis, taking the time to listen and really understand their…
    • Protection and financial security planning.
    • We are keen to speak with experienced advisers who have a proven track record within financial planning, with a CV…
    • The successful candidate will ideally have at least 1 years experience in insurance, financial services or asset finance/ factoring, but this is not essential.
    • The successful candidate will have at least 1 years experience in insurance, financial services or asset finance/ factoring.
    • Produce comprehensive, compliant financial planning reports for advisers to present to clients.
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Financial Planning Administrator
NJR Recruitment
Skipton
£26,500 - £35,000 a year
Permanent, Full-time
Apply now

Job details

Here’s how the job details align with your profile.

Pay

£26,500 - £35,000 a year

Job type

Permanent
Full-time

Benefits

Pulled from the full job description
Company pension
Private medical insurance
Flexible schedule

Full job description

Financial Planning Administrator

Skipton

Salary £26,500 £35,000

NJR Recruitment are delighted to be once again working with a leading, fast paced firm of Financial Advisers who are looking for an experienced Financial Planning Administrator join their team on the outskirts of Skipton.

What's in it for you?

" Great Salary

" 25 Days holiday + Bank Holidays

" Quarterly Bonus AND Annual Bonus

" Company Pension

" Monthly Well Being bonus

" Private Medical Insurance

" Travel Insurance

" Flexible Hours

" Full Study Support and Career Development

Working within a busy team environment that specialises in providing client centric advice on a range of pensions, investments, trusts and tax products, the successful candidate will be providing support to the financial advisers across the business

Duties will include:

" Ensuring that the CRM system is fully updated.

" To support the Adviser by dealing effectively with the day-to-day administration.

" Processing new applications

" Speaking with product providers

" General office administration

" Involvement in client entertainment events.

" Producing analysis using FE Analytics to compliment client reports

What we need from you?

" Previous experience in a similar role is essential

" Ideally a 2:1 or above in a finance related degree, e.g Economics

" You will have excellent knowledge of Microsoft Excel, Word, and Outlook

" Solid communication skills and a good telephone manner

" Good attention to detail and an analytical mind

For more information, please contact NJR Recruitment quoting NJR16851

#ADM

Pay: £26,500.00-£35,000.00 per year

Application question(s):

  • Do you have Financial Planning Administration experience?

Work Location: In person

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