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Financial Planning Administrator

5 months ago

Leeds, United Kingdom NJR Recruitment Full time

Financial Planning Administrator - Graduate Role

Location: Skipton

**Salary**: £20,000 - £23,000

NJR Recruitment are delighted to be once again working with a leading, fast paced firm of Financial Advisers who are looking for an ambitious graduate to join their team in their Skipton

Duties will include:
Ensuring that the CRM system is fully updated.

To support the Adviser by dealing effectively with the day-to-day administration.

Speaking with product providers

General office administration

Involvement in client entertainment events.

Producing analysis using FE Analytics to compliment client reports

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

What we need from you?

A 2:1 or above in a finance related degree, e.g Economics

You will have excellent knowledge of Microsoft Excel, Word, and Outlook

Solid communication skills and a good telephone manner

Good attention to detail and an analytical mind

For more information, please contact NJR Recruitment quoting NJR14335

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

**Salary**: £20,000.00-£23,000.00 per year

Work Location: In person

Reference ID: NJR14335