Financial Planning Administrator
other jobs NJR Recruitment
Added before 4 Days
- England,Yorkshire and The Humber,North Yorkshire
- Full Time, Permanent
- £27,000 - £35,000 per annum
Job Description:
Financial Planning Administrator
Skipton
£27,000 - £35,000
Hybrid Working
NJR Recruitment is delighted to be working with a friendly and client-focused Independent Financial Planning firm who are looking to recruit an experienced Financial Planning Administrator to support a small team of Wealth Managers.
This is a fantastic opportunity to join a personable and close-knit team, providing high-quality support to a well-established client bank of clients, where service and relationships are at the heart of everything they do.
The Role
You will play a key role in supporting the advisers, ensuring clients receive a seamless and professional service at all times.
Duties will include:
*Supporting two Financial Advisers with day-to-day administration
*Processing new business across pensions, investments and protection
*Preparing documentation for client meetings and annual reviews
*Producing basic suitability reports for annual reviews
*Managing client records and maintaining back-office systems
*Liaising with clients and providers to progress cases efficiently
*Providing a highly personable, relationship-led client experience
About You
*Previous experience within an IFA / Financial Planning industry is essential
*Experience supporting advisers with administrative processes
*Some exposure to suitability report writing (even at a basic level) would be a advantage
*Strong organisational skills and attention to detail
*Confident communicator with a client-first approach
*Comfortable working in a collaborative, small team environment
What’s on Offer
*Salary up to £35,000 (DOE)
*Hybrid and flexible working
*25 days holiday + bank holidays
*Bonus scheme
*Study support and progression into advising
*Supportive, friendly working culture
*Opportunity to build closer relationships with clients and advisers
This is an excellent opportunity for an experienced administrator who enjoys client interaction and wants to be part of a business that truly values long-term relationships and quality service.
Please apply today or contact NJR Recruitment quoting NJR16568 for more information
Skipton
£27,000 - £35,000
Hybrid Working
NJR Recruitment is delighted to be working with a friendly and client-focused Independent Financial Planning firm who are looking to recruit an experienced Financial Planning Administrator to support a small team of Wealth Managers.
This is a fantastic opportunity to join a personable and close-knit team, providing high-quality support to a well-established client bank of clients, where service and relationships are at the heart of everything they do.
The Role
You will play a key role in supporting the advisers, ensuring clients receive a seamless and professional service at all times.
Duties will include:
*Supporting two Financial Advisers with day-to-day administration
*Processing new business across pensions, investments and protection
*Preparing documentation for client meetings and annual reviews
*Producing basic suitability reports for annual reviews
*Managing client records and maintaining back-office systems
*Liaising with clients and providers to progress cases efficiently
*Providing a highly personable, relationship-led client experience
About You
*Previous experience within an IFA / Financial Planning industry is essential
*Experience supporting advisers with administrative processes
*Some exposure to suitability report writing (even at a basic level) would be a advantage
*Strong organisational skills and attention to detail
*Confident communicator with a client-first approach
*Comfortable working in a collaborative, small team environment
What’s on Offer
*Salary up to £35,000 (DOE)
*Hybrid and flexible working
*25 days holiday + bank holidays
*Bonus scheme
*Study support and progression into advising
*Supportive, friendly working culture
*Opportunity to build closer relationships with clients and advisers
This is an excellent opportunity for an experienced administrator who enjoys client interaction and wants to be part of a business that truly values long-term relationships and quality service.
Please apply today or contact NJR Recruitment quoting NJR16568 for more information
Job number 3572460
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Company Details:
NJR Recruitment
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