Financial Planning Administrator

Financial Planning Administrator

Leeds

£27,000 - £32,000

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 services 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.
• Processing new applications
• Speaking with product providers
• General office administration
• Involvement in client entertainment events.
• Producing analysis using FE Analytics to compliment client reports

What we need from you?

• Previous experience in a similar role is essential
• Ideally a 2:1 or above in a finance related degree, e.g Economics
• You will have excellent knowledge of Microsoft Excel, Word, and Outlook
• Solid communication skills and a good telephone manner
• Good attention to detail and an analytical mind

For more information, please contact NJR Recruitment quoting NJR15934