Financial Planning Administrator
other jobs NJR Recruitment
Added before 6 Days
- England,Yorkshire and The Humber,North Yorkshire
- Full Time, Permanent
- £26,500 - £35,000 per annum
Job Description:
Full job descriptionFinancial Planning Administrator
Skipton
Salary £26,500 £35,000
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 NJR16760
Skipton
Salary £26,500 £35,000
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 NJR16760
Job number 3945248
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Company Details:
NJR Recruitment
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