Administrator for Financial Planning Firm
2 weeks ago
At NJR Recruitment Careers, we offer a competitive salary of £30,000 - £40,000 per annum for this exciting opportunity as an Administrator.
Job Overview:This is an excellent chance to join a well-established firm of Independent & Chartered Financial Planners, offering a solid reputation for providing holistic Financial Advice.
- Duties and Responsibilities:
- Administrative tasks including new business inquiries, top-ups, and withdrawals
- Supporting financial planning meetings and preparing client review reports
- Liaising with product providers and other third parties
- Requirements:
- Excellent communication and organizational skills
- Ability to work well under pressure and meet deadlines
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