Financial Planning Administrator

4 weeks ago


Beverley, East Yorkshire, United Kingdom NJR Recruitment Full time

Job Title: Financial Planning Administrator
Job Type: Full-time
Location: Beverley
Job Description:


NJR Recruitment is currently working with a leading Wealth Management Company, providing holistic wealth management advice to clients across the UK. Due to their continuous growth, the company is seeking a pro-active and driven Financial Planning Administrator to join their team.


About the Role:



  • Preparing pre-meeting documentation for the Advisers
  • Processing new business applications
  • Administration, logging all details onto our in-house system, transfers, contacting clients and their banks/building societies, creating welcome packs and certificates.
  • Preparing for the end of year reports to HMRC
  • Answering telephone and email queries
  • Any other administration that is needed within the office.

About You:



  • Previous experience in a Financial Services Administration role
  • A strong working knowledge of the regulated financial services market
  • Proficient in Microsoft Office applications
  • Excellent understanding of the financial planning process
  • Be a strong communicator - Written & verbal
  • Strong planning & organizational skills

What We Offer:



  • 25 days holiday + bank holidays
  • Company bonus scheme
  • Excellent training and development
  • Funded study support
  • Death in service cover
  • Free parking
  • Company pension
  • Lots of company events

  • Financial Planning

    4 weeks ago


    Beverley, East Yorkshire, United Kingdom NJR Recruitment Full time

    Job DescriptionNJR Recruitment is currently working with a leading Wealth Management Company, who provides holistic wealth management advice to clients. Due to their continued growth, they are seeking a proactive and driven Financial Planning Administrator to join their team.This role will suit someone who has experience in financial services and has...


  • Beverley, East Yorkshire, United Kingdom NJR Recruitment Full time

    We are seeking a seasoned Financial Administrator to join our esteemed client, a leading Wealth Management Company in the UK. With an excellent reputation for training staff and a friendly working environment, this role offers an exciting opportunity for growth and development.


  • Beverley, East Yorkshire, United Kingdom NJR Recruitment Full time

    Job Description:NJR Recruitment is seeking a highly skilled Financial Planning Administrator for a leading Wealth Management Company. This is an excellent opportunity for a proactive and driven individual to join a dynamic team providing holistic wealth management advice to clients across the UK.The successful candidate will have experience working within...


  • Beverley, East Yorkshire, United Kingdom IPS Group Full time

    Job DescriptionWe are seeking a skilled Accounts Assistant to join our team at IPS Group. As a key member of our team, you will be responsible for providing financial support and assistance to our clients.Our firm offers a wide range of services including audit, tax, bookkeeping, management accounts, and accounts preparation. Our open plan office is designed...


  • Beverley, East Yorkshire, United Kingdom Brook Street NMR Full time

    Job Title: Financial Services OfficerAbout the Role:We are seeking a highly skilled Financial Services Officer to join our team at Brook Street NMR. As a key member of our team, you will be responsible for providing financial support and administrative services to our clients.Key Responsibilities:Collaborate with the National Business Unit Manager to...


  • Beverley, East Yorkshire, United Kingdom Castle Employment Agency Ltd Full time

    A financial operations role is available at Castle Employment Agency Ltd, where you will work closely with the Managing Director to drive growth strategies and support business development.This is an opportunity for an experienced Financial Controller to join a growing SME business in East Yorkshire, with a salary of up to £50,000 depending on...


  • Beverley, East Yorkshire, United Kingdom GSL Education Full time

    Job Summary: We are seeking a highly skilled Accountant to join our team. The successful candidate will be responsible for managing financial transactions, preparing financial statements, and analyzing financial data.Key Responsibilities:Manage financial transactions and prepare financial statementsAnalyze financial data to identify trends and areas for...


  • Beverley, East Yorkshire, United Kingdom Castle Employment Full time

    Opportunity to Shape Business GrowthApart from a fantastic chance to work with a growing, owner-managed business in Beverley, East Yorkshire, this role offers a unique opportunity to develop your skills and experience as a financial professional.About the RoleWe are seeking a Part-time Financial Controller to join our team. As a key member of our management...


  • Beverley, East Yorkshire, United Kingdom Elevation Recruitment Group Full time

    Financial Operations ManagerElevation Recruitment Group is working with a specialist manufacturing company to find a Financial Operations Manager. This role offers an excellent opportunity to work in a dynamic environment and make a significant impact on the company's financial performance.The Financial Operations Manager will be responsible for:Managing the...


  • Beverley, East Yorkshire, United Kingdom NJR Recruitment Full time

    NJR Recruitment is currently partnering with a leading Wealth Management Company to find a proactive and driven Financial Planning Administrator. Based in Beverley, this role will suit someone with experience working within financial services and has knowledge of P...This role involves providing holistic wealth management advice to clients across the UK. The...


  • Beverley, East Yorkshire, United Kingdom Elevation Recruitment Group Full time

    Job OpportunityElevation Recruitment Group is currently working with a specialist manufacturing company seeking an experienced Cost Management Specialist.The company designs, manufactures, and installs various products on diverse projects, offering a unique chance for professional growth and development.This role involves managing the commercial aspects of...


  • Beverley, East Yorkshire, United Kingdom Elevation Recruitment Group Full time

    Project Cost ControllerElevation Recruitment Group is partnering with a leading manufacturing company to find a Project Cost Controller. This role offers an exciting opportunity to work in a project-driven environment and contribute to the company's success.The Project Cost Controller will be responsible for:Managing the costs associated with multiple...

  • Compliance Expert

    4 days ago


    Beverley, East Yorkshire, United Kingdom KD Recruitment Limited Full time

    Company Overview\KD Recruitment Limited is a leading recruitment agency that specializes in placing top talent in the financial services industry.\We are seeking an experienced Compliance Expert to join our team and help us deliver exceptional results for our clients.\Salary: £45,000 - £55,000 per annum, depending on experience.\Job Description:\\Develop...

  • Program Manager

    3 weeks ago


    Beverley, East Yorkshire, United Kingdom Vaccination UK Full time

    Job DescriptionThe role of a Program Manager in Public Health Services is to oversee the planning, delivery, and evaluation of health promotion/education programs. This position plays a critical role in ensuring that immunization programs are implemented effectively and efficiently.Main Responsibilities:Assist in planning, delivery, and evaluation of health...


  • Beverley, East Yorkshire, United Kingdom Elevation Recruitment Group Full time

    Commercial ManagerElevation Recruitment Group is partnering with a leading manufacturing company to find a Commercial Manager. This is an exciting opportunity to work in a project-driven environment and contribute to the company's success.The Commercial Manager will be responsible for:Managing the commercial aspects of multiple concurrent projects, ensuring...


  • Beverley, East Yorkshire, United Kingdom KD Recruitment Full time

    We are seeking an experienced Compliance Manager to join a growing organisation in the Beverley area.The successful candidate will have a strong compliance and risk background, with knowledge of the FCA and PRA regulations.Key ResponsibilitiesDevelop and manage the compliance monitoring plan, assessing risk within the organisation and ensuring all regulatory...


  • Beverley, East Yorkshire, United Kingdom Vuba Full time

    Job Title:Logistics and Supply Chain CoordinatorAbout Vuba:Vuba is a leading British manufacturer, operating out of 3 locations across the UK, with a global presence in the US, Australia, and Europe. Our mission is to deliver outstanding product quality, timely delivery, and exceptional customer service.Job Responsibilities:Handle incoming and outgoing...


  • Beverley, East Yorkshire, United Kingdom Vaccination UK Full time

    About the RoleWe are seeking a skilled Healthcare Coordinator to join our team at Vaccination UK. This is an exciting opportunity to work in a dynamic environment, promoting and delivering immunisation programmes across various settings.Job SummaryThe successful candidate will be responsible for coordinating health promotion and education initiatives,...


  • Beverley, East Yorkshire, United Kingdom Ab Electrolux Full time

    At Ab Electrolux, we are seeking a highly motivated and experienced Sales Territory Manager to join our team. In this role, you will be responsible for managing an assigned business territory and implementing business strategies to drive sales revenue of all Electrolux major and small appliance brands.The ideal candidate will have previous experience in a...


  • Beverley, East Yorkshire, United Kingdom Humber Teaching NHS Foundation Trust Full time

    About the RoleWe are seeking an enthusiastic and experienced associate practitioner to join our paediatric dietetic team at Humber Teaching NHS Foundation Trust in East Riding of Yorkshire.This exciting opportunity will involve delivering clinics, working closely with qualified dietitians, and developing and delivering group sessions with dietetic...