Financial Planning Assistant

5 days ago


Elland, Calderdale, United Kingdom NJR Recruitment Full time

NJR Recruitment is partnering with a firm of Independent Financial Planners to find a Financial Planning Administrator to support their team.

Key Benefits:

  • Generous holiday entitlement
  • Private Health Insurance
  • Enhanced Pension Scheme
  • Opportunities for career growth and development

The successful candidate will provide administrative support to the financial planning team, ensuring the smooth operation of the office and contributing to the delivery of high-quality financial advice to clients.

About the Role:

  • Provide administrative support to the financial planning team
  • Assist with the preparation of client reports and presentations
  • Manage and maintain accurate records and databases
  • Develop and maintain effective relationships with clients and colleagues

Requirements:

  • Excellent communication and interpersonal skills
  • Ability to work accurately and efficiently in a fast-paced environment
  • Strong organizational and time management skills
  • Proficiency in Microsoft Office applications

What We Offer:

  • A competitive salary and benefits package
  • Ongoing training and development opportunities
  • A supportive and collaborative team environment
  • The chance to work with a reputable and established firm in the financial services industry

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