Financial Planning Assistant

3 days ago


Bolton, Bolton, United Kingdom NJR Recruitment Full time

Job Summary

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We are seeking an experienced Financial Adviser Administration Assistant to join our busy team in the Bolton area. As a key member of our practice, you will be responsible for providing administrative support to our financial planning team.

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About NJR Recruitment

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NJR Recruitment is a leading recruitment agency specializing in placing talented individuals in top financial practices. We are committed to helping our clients find the best candidates for their needs.

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Key Responsibilities

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* Provide administrative support to the financial planning team, including data entry, filing, and correspondence.
* Assist with client communication, including phone calls, emails, and meetings.
* Maintain accurate and up-to-date records and databases.
* Perform various tasks as required by the team leader.

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Requirements

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* Previous experience working in a similar role, preferably in a financial services environment.
* Excellent communication and organizational skills.
* Ability to work accurately and efficiently in a fast-paced environment.
* Strong attention to detail and ability to maintain confidentiality.

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What We Offer

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* Competitive salary: £28,000 - £32,000 per annum
* Opportunities for career progression and professional development.
* A supportive and dynamic team environment.

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Contact Information

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Please note that we do not accept applications via email or phone. If you are interested in this opportunity, please submit your application through our website.



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