Financial Planning Assistant

4 days ago


Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Careers Full time
Financial Planning Administrator Opportunity

NJR Recruitment Careers is pleased to be working with a fast-growing Financial Planning firm that provides professional, face-to-face financial advice to clients across the UK. Due to expansion, they are seeking an ambitious Administrator to join their team based in Grimsby.

What We Offer
  • Competitive Holiday Package - 22 days holiday + Bank Holidays
  • Flexible Working Hours
  • Death in Service Cover
  • Option to Purchase Additional Holidays
  • Hybrid Working Arrangements after probation
  • Study Support
  • Ongoing Development and Progression
  • Pension Scheme

The primary objective of this role will be to provide administrative support to Financial Planners and the Senior Paraplanner in all aspects of the administration, including:

  • Processing New Business
  • Handling Client Enquiries
  • Managing Adviser Diaries
  • Creating Meeting Packs
  • Liaising with Various Providers
  • Assisting the Paraplanner with Product Research and Report Writing

This is an excellent opportunity for an ambitious individual to join a dynamic team and contribute to the growth and success of the firm.



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