Financial Planning Administrator

Financial Planning Administrator

Keighley

£22,000 - £25,000

NJR Recruitment is thrilled to be working with a well known wealth management practice that specialise in providing high quality personal advice on many aspects of wealth management across UK and international clients

Based on the outskirt of Keighley, our client is looking to recruit an experienced Financial Services Administrator to support a small team of Advisers and dealing with a full range of pensions, investments and other products.

What's in it for you?

25 Days Holiday + Bank Holidays

Generous Bonus Scheme

Flexible hours and Hybrid working after probation period

100k death in service cover

Private medical insurance

Company Pension

Free Parking

Excellent Training and development options

Full study support towards industry qualifications

The role will be varied and will involve;

Preparing client valuations and meeting packs

Processing new business applications

Inputting data onto client management system.

Deal with letters of authority

Maintaining client records

Liaising with clients, providers and other 3rd parties

Adhoc projects and administrative tasks as and when necessary

What do we need from you?

Previous experience working in wealth management is essential

Excellent communication and interpersonal skills

Good attention to detail

If you are looking to join a thriving financial advisory firm who can offer excellent long term progression and career development, then apply today or for more information please contact NJR Recruitment quoting reference NJR15131

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