Full job descriptionFinancial Planning Administrator – Leicestershire
Salary:£26,000–£30,000 (DOE)
Hybrid working is available


NJR Recruitment is delighted to be working with a well-established and highly regarded Wealth Management practice who deliver bespoke advice to Private Clients, Business Owners, Trustees, and Sports Professionals across the UK.


This is a busy, fast-paced role offering the opportunity to work closely with Financial Planners and Paraplanners, gain exposure to a broad range of financial planning activities and develop your career towards Paraplanning.


Experience of working in a similar role is essential for this position.


Key Responsibilities:
*Preparing client meeting packs and documentation
*Managing adviser diaries and client reviews
*Liaising with clients and product providers
*Processing new business
*Maintaining accurate client records and CRM systems
*Supporting new business processing and fund switches


About You:
*At least 1 year’s experience in Financial Services administration
*Excellent organisational, IT and communication skills
*Proactive, detail-oriented and comfortable in a busy environment
*Keen to learn, develop and progress towards a Paraplanning career


What’s on Offer?
*Competitive salary of £26,000–£30,000
*Support towards professional qualifications
*A collaborative, close-knit team environment
*Genuine development opportunities into Paraplanning


Interested in taking the next step in your career? Apply online today or contact NJR Recruitment, quoting reference NJR17077