Financial Planning Administrator

3 weeks ago


Wakefield, United Kingdom NJR Recruitment Full time

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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