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NJR Recruitment are delighted to be once again working with a leading, fast paced firm of Financial Advisers who are looking for an experienced Financial Planning Administrator join their team on the outskirts of Skipton.
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
- Travel Insurance
- Flexible Hours
- Full Study Support and Career Development
Working within a busy team environment that specialises in providing client centric advice on a range of pensions, investments, trusts and tax products, the successful candidate will be providing support to the financial advisers across the business
Duties will include:
- Ensuring that the CRM system is fully updated.
- To support the Adviser by dealing effectively with the day-to-day administration.
- Processing new applications
- Speaking with product providers
- General office administration
- Involvement in client entertainment events.
- Producing analysis using FE Analytics to compliment client reports
What we need from you?
- Previous experience in a similar role is essential
- Ideally a 2:1 or above in a finance related degree, e.g Economics
- 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
For more information, please contact NJR Recruitment quoting NJR15665
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