Financial Planning Administrator
24 hours ago
NJR Recruitment is excited to be partnering with a fast-growing Financial Planning firm to find an ambitious Administrator to join their team based in Grimsby.
What We Offer- 22 days holiday + Bank Holidays
- Flexible working hours
- Death in Service Cover
- Option to buy additional holidays
- Hybrid working after probation
- Study support
- Ongoing development and progression
- Pension scheme
The successful candidate will support Financial Planners and the Senior Paraplanner with all aspects of administration, including:
- Processing new business
- Dealing with client queries
- Managing an Adviser's diary
- Creating meeting packs
- Liaising with various providers
- Assisting the Paraplanner with product research and report writing
The ideal candidate will have previous experience in financial services and administration within a fast-paced client-facing environment. A good working knowledge of protection, pensions, and investment products is also desirable. The successful applicant will be working towards either a Level 4 Diploma qualification in Financial Planning or CISI Level 4 Certificate of Paraplanning.
We are looking for a motivated and organized individual who can effectively plan and organize their workload and demonstrate the initiative to resolve issues quickly in an appropriate manner.
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