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Financial Planning Administrator

1 month 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