Financial Planning Administrator
4 weeks ago
**Location**
**Salary**
**Posted on**
**Reference**
**Durham
£23000 - £28000
02/08/2023
NJR14036
DESCRIPTION
Financial Planning Administrator
Houghton le Spring
NJR Recruitment is currently working with a well known Wealth Management practice that specialise in providing high quality personal advice on many aspects of wealth management.
Based on the outskirt of Houghton le Spring, our client is looking to recruit an experienced Financial Services Administrator to support a team of Financial Planners.
The role will be varied and will involve;
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's in it for you?
25 days holiday + bank holidays
Bonus Scheme
Flexible hours + Hybrid working (after training)
Death in Service Cover
Private healthcare
Company Pension
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