Financial Planning Administrator

3 months ago


Doncaster, United Kingdom NJR Recruitment Full time

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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