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NJR Recruitment are working in partnership with a firm of Independent Financial Planners who have been offering comprehensive and impartial financial advice for individuals, businesses, and charities who now require a Financial Planning Administrator to join their friendly team.
Whats in it for you?
- 23 days holiday + bank holidays increasing with service
- Private Health Insurance
- Enhanced Pension
- Income Protection
- Death in Service cover
- Free On-site parking
- Company events
- Health & wellbeing programme
The successful candidate will provide administrative support to the Wealth Planner and duties will include:
- Ensure accurate client records are maintained
- Diary management
- Submission and processing new business
- Meet and greet visitors
- Being the main point of contact for all incoming telephone calls
- Mailbox and Post management
- Able to produce interim client portfolio valuations as and when required
What do we need from you?
- Previous experience working in financial planning
- Good knowledge of pensions and investments
- Strong communication skills
- Good knowledge of Excel
If you are a career administrator looking to join a firm that can offer long term stability and a genuinely nice place to work, then apply today or contact NJR Recruitment quoting Ref: NJR15280 for more information
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