Junior Financial Planning Administrator
other jobs NJR Recruitment
Added before 4 Days
- England,Yorkshire and The Humber,North Yorkshire
- Full Time, Permanent
- £25,000 - £27,000 per annum
Job Description:
Full job descriptionJunior Financial Planning Administrator
York
£25,000- £27,000
NJR are currently working with a leading Independent Wealth Management Advisory firm based on the outskirts of York who are looking for a Junior IFA Administrator to join their ambitious, expanding and technically astute team.
The main purpose of your role will be to provide full admin support to the extremely successful Financial Planners, whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.
Responsibilities include:
*Processing New Business
*Liaising with clients and providers
*Obtaining valuations
*Checking all compliance paperwork is present
*Creating meeting packs ahead of client meetings
*Answering incoming queries
*Provide support to a busy financial planner
What’s in it for you?
*21 Days Holiday + Bank Holidays
*Excellent progression and Development
*Study support
*Death in Service x 4
*Private Health Insurance
*Share Incentives
*Cycle to work scheme
What we need from you?
*A finance or maths related degree
*A genuine interest in a career in financial planning
*Those working wards Level 4 qualifications will be of most interest.
*You will have excellent Microsoft and Excel skills
*Solid communication and interpersonal skills
Our client is looking for someone with a can-do attitude, who can deliver a first class service to clients as well as having the ability to build strong relationships and displaying professionalism at all times.
For further information please contact one of our specialist consultants quoting REF: NJR16781
York
£25,000- £27,000
NJR are currently working with a leading Independent Wealth Management Advisory firm based on the outskirts of York who are looking for a Junior IFA Administrator to join their ambitious, expanding and technically astute team.
The main purpose of your role will be to provide full admin support to the extremely successful Financial Planners, whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.
Responsibilities include:
*Processing New Business
*Liaising with clients and providers
*Obtaining valuations
*Checking all compliance paperwork is present
*Creating meeting packs ahead of client meetings
*Answering incoming queries
*Provide support to a busy financial planner
What’s in it for you?
*21 Days Holiday + Bank Holidays
*Excellent progression and Development
*Study support
*Death in Service x 4
*Private Health Insurance
*Share Incentives
*Cycle to work scheme
What we need from you?
*A finance or maths related degree
*A genuine interest in a career in financial planning
*Those working wards Level 4 qualifications will be of most interest.
*You will have excellent Microsoft and Excel skills
*Solid communication and interpersonal skills
Our client is looking for someone with a can-do attitude, who can deliver a first class service to clients as well as having the ability to build strong relationships and displaying professionalism at all times.
For further information please contact one of our specialist consultants quoting REF: NJR16781
Job number 3844529
Increase your exposure to recruiters with ProJobs
Thousands of recruiters are looking for you in the Job Master profile database, increase your exposure 4 times with a ProJob subscription
You can cancel your subscription at any time.
metapel
Company Details:
NJR Recruitment
If you’re looking for someone to handle all your recruitment needs, or indeed you are looking to make your next career move, help is at hand. Yo...