Senior Financial Planning Administrator
other jobs NJR Recruitment
Added before 1 Days
- England,Yorkshire and The Humber,West Yorkshire,Leeds
- Full Time, Permanent
- £32,000 - £37,000 per annum
Job Description:
Senior Financial Planning Administrator
Leeds
£32,000 - £37,000
NJR Recruitment are delighted to be once again working with a leading, fast paced firm of Financial Advisers who are looking for an experienced Financial Planning Administrator join their team in Leeds.
What’s in it for you?
*Great Salary
*25 Days holiday + Bank Holidays
*Quarterly Bonus AND Annual Bonus
*Company Pension
*Monthly Well Being bonus
*Private Medical Insurance
*Travel Insurance
*Flexible Hours
*Full Study Support and Career Development
Working within a busy team environment that specialises in providing client centric advice on a range of pensions, investments, trusts and tax products, the successful candidate will be providing support to the financial advisers across the business
Duties will include:
*Ensuring that the CRM system is fully updated
*To support the Adviser by dealing effectively with the day-to-day administration
*Dealing with pre and post meeting tasks
*Processing new applications
*Speaking with product providers
*Mentoring junior team members
*General office administration
What we need from you?
*Previous experience in a similar role is essential
*Strong knowledge of financial products
*Ideally a 2:1 or above in a finance related degree, e.g Economics
*Solid communication skills and a good telephone manner
*Good attention to detail and an analytical mind
For more information, please contact NJR Recruitment quoting NJR16515
Leeds
£32,000 - £37,000
NJR Recruitment are delighted to be once again working with a leading, fast paced firm of Financial Advisers who are looking for an experienced Financial Planning Administrator join their team in Leeds.
What’s in it for you?
*Great Salary
*25 Days holiday + Bank Holidays
*Quarterly Bonus AND Annual Bonus
*Company Pension
*Monthly Well Being bonus
*Private Medical Insurance
*Travel Insurance
*Flexible Hours
*Full Study Support and Career Development
Working within a busy team environment that specialises in providing client centric advice on a range of pensions, investments, trusts and tax products, the successful candidate will be providing support to the financial advisers across the business
Duties will include:
*Ensuring that the CRM system is fully updated
*To support the Adviser by dealing effectively with the day-to-day administration
*Dealing with pre and post meeting tasks
*Processing new applications
*Speaking with product providers
*Mentoring junior team members
*General office administration
What we need from you?
*Previous experience in a similar role is essential
*Strong knowledge of financial products
*Ideally a 2:1 or above in a finance related degree, e.g Economics
*Solid communication skills and a good telephone manner
*Good attention to detail and an analytical mind
For more information, please contact NJR Recruitment quoting NJR16515
Job number 3513169
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Company Details:
NJR Recruitment
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