Job Description
Financial Planning Administrator
Skipton
£27,000 - £35,000
Hybrid Working
NJR Recruitment is delighted to be working with a friendly and client-focused Independent Financial Planning firm who are looking to recruit an experienced Financial Planning Administrator to support a small team of Wealth Managers.
This is a fantastic opportunity to join a personable and close-knit team, providing high-quality support to a well-established client bank of clients, where service and relationships are at the heart of everything they do.
The Role
You will play a key role in supporting the advisers, ensuring clients receive a seamless and professional service at all times.
Duties will include:
* Supporting two Financial Advisers with day-to-day administration
* Processing new business across pensions, investments and protection
* Preparing documentation for client meetings and annual reviews
* Producing basic suitability reports for annual reviews
* Managing client records and maintaining back-office systems
* Liaising with clients and providers to progress cases efficiently
* Providing a highly personable, relationship-led client experience
About You
* Previous experience within an IFA / Financial Planning industry is essential
* Experience supporting advisers with administrative processes
* Some exposure to suitability report writing (even at a basic level) would be a advantage
* Strong organisational skills and attention to detail
* Confident communicator with a client-first approach
* Comfortable working in a collaborative, small team environment
What’s on Offer
* Salary up to £35,000 (DOE)
* Hybrid and flexible working
* 25 days holiday + bank holidays
* Bonus scheme
* Study support and progression into advising
* Supportive, friendly working culture
* Opportunity to build closer relationships with clients and advisers
This is an excellent opportunity for an experienced administrator who enjoys client interaction and wants to be part of a business that truly values long-term relationships and quality service.
Please apply today or contact NJR Recruitment quoting NJR16568 for more information