Skip to main content
Post your CV and find your next job on Indeed!

Financial Adviser jobs in Skipton

Sort by: -
    • 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.
    • You will be a listener, a problem solver and in time a fountain of knowledge to help them achieve their financial goals.
    • View all Skipton Building Society jobs - Skipton jobs
    • Salary Search: Financial Consultant salaries in Skipton
    • See popular questions & answers about Skipton Building Society
    • Assessing client’s financial circumstances, understanding their needs and developing a comprehensive financial plan.
    • Flexible/adaptable to cope with change.
    • We are looking for someone with good communication and numeracy skills, coupled with knowledge of Investment products, pensions, Investments, SIPPs and SSAS’s.
    • Support advisers with complex pensions, investments and wider financial-planning cases.
    • Conduct detailed technical research across financial-planning products…
    • Helping to deliver employee pension workshops and financial wellbeing presentations.
    • As well as a keen interest in financial planning, you should be:
    • Produce comprehensive, compliant financial planning reports for advisers to present to clients.
    • The successful candidate will play a key role in supporting…
    • To carry out training for non-financial managers in financial matters.
    • Resolve financial queries, by using own judgement and interpretation skills.
    • Our graduate programmes are journeys of learning, experience and support.
    • A natural problem solver with a sharp and analytical mind.
    • Prepare sound financial plans to ensure clients meet their financial goals and conducting ongoing reviews.
    • Providing quality advice on pensions, investments,…
    • Liaise with financial advisers to query/challenge proposed recommendations where necessary.
    • Providing research, analysis & technical support to a team of…
    • 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.
    • Keep up to date with financial products and legislation.
    • After assessing these against the client’s financial objectives, you will produce timely and compliant…

People also searched:

financial services administrator

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

Let Employers Find YouUpload Your Resume