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Financial Planning Administrator

NJR Recruitment
Posted a day ago, valid for 25 days
Location

Wakefield, West Yorkshire WF2 8TY

Salary

£35,000 - £42,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • NJR Recruitment is seeking a proactive IFA Administrator for a leading Wealth Management Company in Wakefield, UK.
  • The ideal candidate should have previous experience in Financial Services Administration, specifically in Pensions and Investments.
  • The position offers a salary of £25,000 to £30,000, requiring at least 2 years of relevant experience.
  • Benefits include 25 days of holiday, a company bonus scheme, excellent training and development, and funded study support.
  • The role involves preparing documentation, processing applications, and providing administrative support to ensure first-class service to clients.

NJR Recruitment is currently working with a leading Wealth Management Company, who provides holistic wealth management advice to clients based across the UK. Due to their continued growth are now looking for a pro-active and driven IFA Administrator to join their team based in Wakefield

This role will suit someone who has been working within financial services and has experience of Pensions & Investments, as well as delivery of first class service to Clients and Consultants. You will be working for a professional services firm with an excellent reputation for training staff in a friendly and welcoming environment.

What's in it for you?

  • 25 days Holiday + Bank Holidays
  • Company Bonus Scheme
  • Excellent Training and Development
  • Funded Study Support
  • Death in Service Cover
  • Free Parking
  • Lots of Company Events
  • Company Pension

Responsibilities

  • Preparing pre-meeting documentation for the Advisers
  • Processing new business applications
  • Administration, logging all details onto our in-house system, transfers, contacting clients and their banks/building societies, creating welcome packs and certificates.
  • You will also be involved in preparing for the end of year reports to HMRC
  • Answering telephone queries
  • Answering email queries
  • Any other administration that is needed within the office.

What do we need from you?

  • Previous experience in a Financial Services Administration role
  • A strong working knowledge of the regulated financial services market.
  • Proficient in Microsoft Office applications
  • Excellent understanding of the financial planning process
  • Be a strong communicator - Written & verbal
  • Strong planning & organizational skills

Our client is looking for a self motivated, career minded, enthusiastic and positive but meticulous individual, who is able to work as part of a team and have a flexible approach.

For more information please contact one of our specialist consultants quoting REF: NJR15316

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.