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 Company: Nationally renowned IFA firm with a site in central Huddersfield looking to add a Financial Planning Assistant in a hybrid Admin/Paraplanner type role, which will quickly develop into a pure paraplanning remit:
Office Location: Central Huddersfield
Hybrid/Home Working: Office-based during probation, with flex to work 3-days office/2-days from home thereafter
My client, a leading name within their field, require a highly organised and adaptive administrator to join their busy team.
The role is 4 days a week wfh and 1 day a week in the office.
You will be responsible for ensuring all customers and users of the service are fully engaged, events are organised, deadlines are met and meetings are attended.
Applications are welcomed from administrators, case managers and junior paraplanners currently working within financial services, who are looking for an exciting career move, mature working environment and the opportunity to develop a rewarding career, to DipFS status.
A rare opportunity exists for an experienced Financial Services Administrator to join one of the most exciting and ambitious national financial advisory firms as a Junior Paraplanner at their office in Wakefield.
NJR Recruitment are delighted to be once again recruiting for a well established company based on the outskirts of Leeds who are looking for an administrator to join their expanding wealth management support team.
Working within a friendly team, you will be providing day to day admin support and liaising with their high net worth clients