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Financial Planning Administrator
4 weeks ago
**Financial Planning Administrator - 4 Days a week**
**Huddersfield**
**£22,000 - £28,000 FTE**
NJR Recruitment is delighted to be currently working with a well known SJP Wealth Management practice that specialise in providing high quality personal advice on many aspects of wealth management.
Based on the outskirts of Huddersfield, our client is looking to recruit an experienced SJP Financial Services Administrator to support a Financial Planner who advises on Pensions and Investment Products on a part time/4 days a week basis
The role will be varied and will involve;
- Arranging client meetings and diary management
- Preparing client valuations and meeting packs
- Undertaking general office duties
- Liaising with providers to obtain information relating to clients policies
- Writing letters
- Inputting data onto client management system
**What’s in it for you?**
- **Competitive basic salary**:
- **Flexible Working including hybrid working options**:
- **Bonus structure**:
- **Full Study support and career progression**:
- **Free Parking**:
- **Company Pension**:
- **Annual Increase in holiday allowance**:
- **Ongoing Training and Development**
For more information please contact NJR Recruitment quoting reference NJR14006
**Job Type**: Permanent
**Salary**: £22,000.00-£28,000.00 per year
Work Location: In person
Reference ID: NJR14006
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