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    • Assessing client’s financial circumstances, understanding their needs and developing a comprehensive financial plan.
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    • Our head office administration, technology and regulatory teams provide exceptional support to all our financial advisers around the country, enabling them to…
    • Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
    • Good working knowledge of IO and Platform.
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Job Post Details

Financial Planning Administrator - job post

NJR Recruitment
Skipton
£26,500 - £35,000 a year - Permanent, Full-time

Job details

Pay

  • £26,500 - £35,000 a year

Job type

  • Permanent
  • Full-time

Location

Skipton

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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