Financial Planning Administrator
3 months ago
Financial Planning Administrator - 12month FTC
Doncaster
NJR Recruitment is delighted to be working with a well known Independent Wealth Management practice that specialise in providing high quality personal advice on all aspects of wealth management across UK and international clients
Based on the outskirts of Doncaster, our client is looking to recruit an experienced Financial Services Administrator to support a small team of Advisers and dealing with a full range of pensions, investments and other products on a 12 month fixed term contract
What's in it for you?
25 days holiday + bank holidays
Generous Bonus scheme
Flexible hours and Hybrid working after probation period
Company Pension
Free Parking
Excellent Training and development options
The role will be varied and will involve;
Preparing client valuations and meeting packs
Inputting data onto client management system.
Deal with letters of authority
Maintaining client records
Liaising with clients, providers and other 3rd parties
Adhoc projects and administrative tasks as and when necessary
What do we need from you?
Previous experience working in wealth management, financial planning or financial services is essential
Excellent communication and interpersonal skills
Good attention to detail
**Job Types**: Full-time, Permanent
**Salary**: £23,000.00-£27,000.00 per year
Work Location: In person
Reference ID: NJR14545
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