Junior Financial Planning Administrator
2 weeks ago
**Junior Financial Planning Administrator**
**Leeds**
**£20,000 - £24,000**
NJR Recruitment are currently working in partnership with a leading firm of Chartered Financial Planners based from beautiful offices in the South Leeds area. Offering a range of tailored services that help enable clients to plan and protect both their privateand corporate financial futures, our client aims to support the financial needs and aspirations of each Client. Due to continued growth, they are now looking for a Junior IFA Administrator to form part of their expanding support team.
The function of this role is to support a small group of Financial Advisers and continue their reputation of providing first class service to their whole client base.
Responsibilities focus around supporting the Financial Advisers with the administrative processes including following client review meetings. This would include:
Processing new business
Liaising with clients and providers
Obtaining valuations and illustrations
Arranging client meetings and organising relevant paperwork ahead of the meetings
Producing Review Letters
Updating fact finds following consultants meeting
Supporting IFA with additional day to day administrative tasks
**What do we need from you?**
Previous experience working in a similar role, ideally a year of experience at an IFA firm
Familiarity with a range of pensions, investments and protection products
Good attention to detail
Strong communication skills
Ability to work closely within a small team
**What’s in it for you?**
Company pension scheme
25 days holiday + Bank Holidays
Free Parking
Discretionary bonus scheme
Financial support towards relevant qualifications
Death in service
Wellbeing support
Modern office environment
Paid volunteering days
Private medical insurance
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