Junior financial planning administrator

Junior 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