Full job descriptionFinancial Planning Administrator
Doncaster
£28,000 - £35,000


NJR Recruitment is delighted to be working with a well known Independent Wealth Management practice that specialise in providing high quality personal advice on all aspects of wealth management across UK and international clients


Based on the outskirts of Doncaster, our client is looking to recruit an experienced Financial Services Administrator to support a small team of Advisers and dealing with a full range of pensions, investments and other products


What’s in it for you?
• 25 days holiday + bank holidays
• Generous Bonus scheme
• Flexible hours and Hybrid working after probation period
• Company Pension
• Free Parking
• Excellent Training and development options


The role will be varied and will involve;
• Preparing client valuations and meeting packs
• Processing new business applications
• Inputting data onto client management system.
• Deal with letters of authority
• Maintaining client records
• Liaising with clients, providers and other 3rd parties
• Adhoc projects and administrative tasks as and when necessary


What do we need from you?
• Previous experience working in wealth management, financial planning or financial services is essential
• Excellent communication and interpersonal skills
• Good attention to detail


If you are looking to join a financial advisory firm and continue your career in the industry, then apply today or for more information please contact NJR Recruitment quoting reference NJR17126