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