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Financial Planning Administrator

Financial Planning Administrator

NJR Recruitment

Posted 13 hours ago, valid for 4 days

Leeds, West Yorkshire LS14 1DZ

£22,000 - £26,400 per annum

Full Time

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Sonic Summary

The Financial Planning Administrator position is available in Leeds with a salary range of £24,000 to £28,000.
The role requires previous experience in a similar position and knowledge of pensions, investments, and financial planning products.
Key responsibilities include creating client packs, managing client databases, and preparing documentation for client reviews.
The company offers a range of benefits including 25 days of holiday, bonuses, a pension plan, and full study support for career development.
The ideal candidate should possess strong communication skills, attention to detail, and a proactive attitude in a fast-paced environment.

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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