Back to search
NJR Recruitment is currently working with a leading Wealth Management Company, who provides holistic wealth management advice to clients based across the UK. Due to their continued growth are now looking for a pro-active and driven Financial Planning Administrator to join their team based in Beverley
This role will suit someone who has been working within financial services and has experience of Pensions & Investments, as well as delivery of first class service to Clients and Consultants. You will be working for a professional services firm with an excellent reputation for training staff in a friendly and welcoming environment.
What's in it for you?
- 25 days Holiday + Bank Holidays
- Company Bonus Scheme
- Excellent Training and Development
- Funded Study Support
- Death in Service Cover
- Free Parking
- Lots of Company Events
- Company Pension
Responsibilities
- Preparing pre-meeting documentation for the Advisers
- Processing new business applications
- Administration, logging all details onto our in-house system, transfers, contacting clients and their banks/building societies, creating welcome packs and certificates.
- You will also be involved in preparing for the end of year reports to HMRC
- Answering telephone queries
- Answering email queries
- Any other administration that is needed within the office.
What do we need from you?
- Previous experience in a Financial Services Administration role
- A strong working knowledge of the regulated financial services market.
- Proficient in Microsoft Office applications
- Excellent understanding of the financial planning process
- Be a strong communicator - Written & verbal
- Strong planning & organizational skills
Our client is looking for a self motivated, career minded, enthusiastic and positive but meticulous individual, who is able to work as part of a team and have a flexible approach.
For more information please contact one of our specialist consultants quoting REF: NJR15316
