Financial Planning Administrator
5 months ago
**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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