Financial Planning Administrator
other jobs NJR Recruitment
Added before 6 Days
- England,Yorkshire and The Humber,West Yorkshire,Huddersfield
- Full Time, Permanent
- £25,000 - £30,000 per annum
Job Description:
Financial Planning Administrator
Huddersfield
£25,000 - £30,000
Full Time or Part Time considered
NJR Recruitment is delighted to be currently working with a well known wealth management practice that specialise in providing high quality personal advice on many aspects of financial planning
Based on the outskirts of Huddersfield, our client is looking to recruit an experienced Financial Services Administrator to support the wealth advisers who advise on a range of Pensions and Investment products.
What’s in it for you?
*Excellent basic salary
*Annual bonus scheme
*Free Parking
*Company Pension
*Lots of social/team building events
Ideally working from the office, although hybrid working will also be considered for the right candidate, this role will be varied and will involve;
*Arranging client meetings and diary management
*Preparing client valuations and meeting packs
*Processing new business applications
*Undertaking general office duties
*Liaising with providers to obtain information relating to clients policies
*Inputting data onto client management system
What do we need from you?
*Previous experience working within financial planning is essential
*Good general knowledge of the financial planning industry and products including pensions, investments and estate planning
*Excellent communication skills
If you are looking to join a thriving firm and take the next step in your career, then apply today or please contact NJR Recruitment quoting reference NJR16233
Huddersfield
£25,000 - £30,000
Full Time or Part Time considered
NJR Recruitment is delighted to be currently working with a well known wealth management practice that specialise in providing high quality personal advice on many aspects of financial planning
Based on the outskirts of Huddersfield, our client is looking to recruit an experienced Financial Services Administrator to support the wealth advisers who advise on a range of Pensions and Investment products.
What’s in it for you?
*Excellent basic salary
*Annual bonus scheme
*Free Parking
*Company Pension
*Lots of social/team building events
Ideally working from the office, although hybrid working will also be considered for the right candidate, this role will be varied and will involve;
*Arranging client meetings and diary management
*Preparing client valuations and meeting packs
*Processing new business applications
*Undertaking general office duties
*Liaising with providers to obtain information relating to clients policies
*Inputting data onto client management system
What do we need from you?
*Previous experience working within financial planning is essential
*Good general knowledge of the financial planning industry and products including pensions, investments and estate planning
*Excellent communication skills
If you are looking to join a thriving firm and take the next step in your career, then apply today or please contact NJR Recruitment quoting reference NJR16233
Job number 3310936
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Company Details:
NJR Recruitment
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