Financial Planning Administrator - Leeds, hybrid - up to £34K plus excellent company benefits
We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Leeds office.
Our client are a highly reputable Financial Planning organisation with offices across the UK.
This respected Wealth Planning firm dealing with HNW and UHNW clients is currently seeking an administrator to work as part of their busy team in Leeds.
In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
You must have experience working in an administrational role within financial services and ideally hold CII qualifications or be keen to study these.
The main purpose of your role will be to prepare written advice and 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.
NJR are currently working with a leading Independent Wealth Management Advisory firm based in Huddersfield who are looking for an experienced IFA Administrator to join their ambitious, expanding and technically astute team.
Our client is an established Financial Planning practice in Wakefield, who are looking to recruit an experienced IFA Administrator to join their expanding team, with excellent progression opportunities through to Paraplanner and IFA in the future.
C. £30,000, plus benefits
Day to day responsibilities
General administration and upkeep of company records.
The Lettings Administrator is responsible for supporting the rental performance of the building and meeting the service requirements of our residents with excellent customer service.
This is a customer facing onsite role, dealing with first-line leasing enquiries from applicants and residents in line with the brand's vision & values, providing an excellent quality and high value residential environment for a wide mix of residents, occupiers, and visitors.
The Purpose
This role plays an important part in the successful operation of a large residential rental development with communal facilities that include a co-working lounge, gym, gardens, movie room and car park.
Our client, a prestigious financial planning firm near to Huddersfield are looking to appoint an IFA Administrator to join their experienced team on a permanent basis.
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include:
As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package