Financial Planning Administrator
3 weeks ago
Financial Planning Administrator
Location: Wakefield
£20,000 - £23,000
Looking for a new challenge? Wanting to work for reputable organisation, who not only offers career development, but study support, Private Health Insurance, free onsite parking, and so much more
NJR are currently working with a well established firm of Financial Advisers who are now looking to expand by recruiting a pro-active and ambitious Wealth Administrator to join their growing team based in Wakefield.
This role will work directly for a number of Financial Planners who advise Clients on Whole of the Market products. Providing direct administration support in a demanding environment, the role will be varied; fast paced and offer ongoing training and development. You will have the opportunity to work in a supportive team environment where progression is supported for CII qualifications if desired.
**Responsibilities**:
General office administrative duties
Opening new cases and updating details on the system
Processing Letter of Authority’s with Providers
Requesting Investment valuation updates
Provide regular updates to Financial Adviser about case progression
Adviser diary management
Booking Client Appointments
What's in it for you?
22 Days Holiday + Bank Holiday
Excellent Training and Development
Free Onsite Parking
Study Support
Death in Service
Private Medical Insurance
Excellent communication skills are required. You will be smartly presented, offer first class communication skills, and have the ability to liaise with High Net Worth Individuals.
For more information please contact one of our specialist consultants quoting REF: NJR13608
**Job Types**: Full-time, Permanent
**Salary**: £20,000.00-£23,000.00 per year
**Benefits**:
- Additional leave
- Company events
- Company pension
- Free parking
- Life insurance
- Private medical insurance
- Sick pay
- Work from home
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
Work Location: In person
Reference ID: NJR13608
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