Financial Planning Assistant

4 weeks ago


Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Full time
Job Overview

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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