Financial Services Administrator
4 months ago
NJR Recruitment is delighted to be currently working with a well known SJP 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 Financial Services Administrator to support the financial planners who advise on a range of Pensions and Investment products.
What's in it for you?
Excellent basic salary
Annual bonus scheme
Hybrid working
Free Parking
Company Pension
Lots of social/team building events
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
Inputting data onto client management system
What do we need from you?
A minimum of 2 years of experience working at an SJP Practice
Strong knowledge of Salesforce System
Good general knowledge of the financial planning industry
Excellent communication skills
**Job Types**: Full-time, Permanent
**Salary**: £25,000.00-£35,000.00 per year
Work Location: In person
Reference ID: NJR14575
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