Financial Planning Administrator

5 months ago


Wakefield, United Kingdom NJR Recruitment Full time

**Financial Planning Administrator**

**Wakefield**

**£20,000 - £25,000**

We are delighted to be recruiting for a nationally recognised firm of Financial Advisers who are looking to expand their Adviser Support team based in Wakefield.

**What's in it for you?**
- **Study Support**:

- **25 days Holiday + Bank Hols**:

- **Bonus Scheme**:

- **Pension**:

- **Free Parking**:

- **Excellent career progression**:

- **And so much more**

Some duties include:

- Preparing meeting packs for client meetings
- Diary management and booking appointments
- Liaising with clients, providers and other 3rd parties
- Dealing with post meeting paperwork
- Updating client details on the back office system

What we are looking for:

- Excellent telephone manner
- Working to high levels of accuracy
- Extremely professional attitude
- Experience in telesales or appointment making desirable, but this is not a sales role
- Experience working in an office is essential - ideally in a financial planning environment.

We are looking for someone who is genuinely interested in a career in financial planning, if this is you, please contact NJR Recruitment for more information quoting NJR14606

**Job Types**: Full-time, Permanent

**Salary**: £20,000.00-£25,000.00 per year

Work Location: In person

Reference ID: NJR14606



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