Full job descriptionSenior Financial Planning Administrator
Leeds
£32,000 - £37,000


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 in Leeds.


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
" Dealing with pre and post meeting tasks
" Processing new applications
" Speaking with product providers
" Mentoring junior team members
" General office administration


What we need from you?
" Previous experience in a similar role is essential
" Strong knowledge of financial products
" Ideally a 2:1 or above in a finance related degree, e.g Economics
" 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