Financial Planning Assistant
4 weeks ago
NJR Recruitment is pleased to be partnering with a leading Financial Planning firm to recruit an ambitious Administrator to join their team based in Grimsby.
About the Role
- Support Financial Planners and the Senior Paraplanner with all aspects of administration
- Process new business, deal with client queries, and manage an Adviser's diary
- Assist the Paraplanner with product research and report writing
- Liaise with various providers and contribute to the smooth operation of the business
What We're Looking For
- Previous financial services and administrative experience in a fast-paced client-facing environment
- Ability to effectively plan and organise workload, and the initiative to resolve issues quickly
- Working knowledge of protection, pensions, and investment products
- Desirable: Level 4 Diploma qualification in Financial Planning or CISI Level 4 Certificate of Paraplanning
What's on Offer
- 22 Days holiday + Bank Holidays
- Flexible hours
- Death in Service Cover
- Option to Buy more holidays
- Hybrid working after probation
- Study support
- Ongoing development and progression
- Pension
How to Apply
Please apply today or contact one of our special consultants for more information.
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