Financial Planning Administrator
4 weeks ago
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
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