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Junior Financial Planner

2 months ago


Leeds, Leeds, United Kingdom NJR Recruitment Full time
Position Overview

Junior Financial Planner

Location: Leeds

Salary Range: £26,000 - £34,000

NJR Recruitment is collaborating with a reputable Independent Financial Advisory Firm that is currently on the lookout for a motivated and skilled IFA Administrator to enhance their established team.

This role offers a hybrid working environment, making it ideal for individuals with a background in the financial services sector, particularly those who possess experience in managing Pensions and Investment portfolios.

Key Responsibilities:

  1. Support financial advisors in preparing client documentation and reports.
  2. Assist in the administration of client accounts and investment strategies.
  3. Maintain up-to-date knowledge of financial products and regulations.

Join a dynamic team where your contributions will be valued and where you can grow your career in the financial advisory field.


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