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Financial Planning Administrator
Leeds
£24,000 - £28,000
NJR Recruitment is delighted to be working with a well-established family run firm of Financial Planners who have an exciting opportunity for an ambitious and pro-active Corporate Finance Administrator to join their offices in Leeds City Centre.
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
- Full Study Support and Career Development
This is a genuinely exciting opportunity for an ambitious individual who is looking for a career within the financial planning industry.
Daily responsibilities will consist of:
- Creating new client packs
- Input Fact Find details into client database
- Prepare and send off authority letters and send to client for signature
- Check all Anti-Money Laundering information is current and relevant checks have taken place
- Obtain Illustrations, application forms, key feature documents and other relevant supporting documentation
- Submit new business
- Track new business and current position, updating planner/paraplanner accordingly
- Prepare for client reviews
What do we need from you?
- Previous experience in a similar role is essential
- Good knowledge of pensions, investments and other financial planning products
- 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
Our client is looking for someone with a can-do attitude, who is self-motivated, efficient, and hardworking and has the ability to work within fast paced busy, professional and growing firm.
For more information, please apply today or contact NJR Recruitment quoting NJR15378
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