Financial Services Administrator

4 months ago


Huddersfield, United Kingdom NJR Recruitment Full time

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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