Pension and Investment Support Specialist

2 days ago


Yorkshire and The Humber, United Kingdom NJR Recruitment Full time
About the Role

We are seeking a highly organized and proactive Financial Planning Administrator to join our client's team on a full-time basis.

This is an excellent opportunity to develop your skills and progress a career within Financial Planning. You will work directly with senior Financial Planners to provide administration support and ensure smooth operations.

You will be responsible for preparing pre-meeting documentation, diary management, and speaking to clients. The ideal candidate will have previous experience working in financial planning and possess a good knowledge of pensions, investments, and other financial planning products.



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