Financial Services Administrator

12 hours ago


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

NJR Recruitment is pleased to be working with a fast-growing Financial Planning firm that provides professional, face-to-face financial advice to clients across the UK.

Key Benefits
  • Generous holiday entitlement
  • Flexible working hours
  • Death in Service Cover
  • Option to purchase additional holidays
  • Hybrid working arrangement after probation
  • Study support and ongoing development opportunities
  • Pension scheme

The primary role of the successful candidate will be to provide administrative support to Financial Planners and the Senior Paraplanner in various aspects of the job, including:

Key Responsibilities
  • Processing new business
  • Responding to client queries
  • Managing an Adviser's diary
  • Creating meeting packs
  • Liaising with various providers
  • Assisting the Paraplanner with product research and report writing

This is a key role within the business, and the ideal candidate will have previous experience in financial services and administration within a fast-paced, client-facing environment. Candidates from banking or other professional or regulated sectors, such as law, may also be considered.

The successful applicant will ideally be working towards a Level 4 Diploma qualification in Financial Planning or CISI Level 4 Certificate of Paraplanning, with a good understanding of protection, pensions, and investment products.



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