Financial Planning Administrator
2 days ago
NJR Recruitment is pleased to be partnering with a rapidly expanding Financial Services firm to find a highly motivated and organized Administrator to join their team.
**What We Offer**
- Competitive salary and benefits package
- Opportunities for career growth and professional development
- Flexible working hours and hybrid working arrangements
- Death in Service Cover and pension scheme
- Option to purchase additional holiday time
- Study support and ongoing development opportunities
**Job Summary**
The successful candidate will provide administrative support to Financial Planners and the Senior Paraplanner, handling various tasks including:
- Processing new business and client queries
- Managing Adviser diaries and creating meeting packs
- Liaising with providers and assisting with product research and report writing
**Requirements**
We are seeking an individual with previous experience in a fast-paced client-facing environment, preferably in the financial services sector. The ideal candidate will have a good working knowledge of protection, pensions, and investment products, and be working towards a relevant qualification such as the Level 4 Diploma in Financial Planning or CISI Level 4 Certificate of Paraplanning.
**About Our Client**
NJR Recruitment is a leading recruitment agency specializing in the placement of professionals in the financial services industry. Our client is a reputable and growing firm that values its employees and offers a dynamic and supportive work environment.
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