Financial Planning Administrator
Keighley
£22,000 - £25,000
NJR Recruitment is thrilled to be working with a well known wealth management practice that specialise in providing high quality personal advice on many aspects of wealth management across UK and international clients
Based on the outskirt of Keighley, our client is looking to recruit an experienced Financial Services Administrator to support a small team of Advisers and dealing with a full range of pensions, investments and other products.
What's in it for you?
25 Days Holiday + Bank Holidays
Generous Bonus Scheme
Flexible hours and Hybrid working after probation period
100k death in service cover
Private medical insurance
Company Pension
Free Parking
Excellent Training and development options
Full study support towards industry qualifications
The role will be varied and will involve;
Preparing client valuations and meeting packs
Processing new business applications
Inputting data onto client management system.
Deal with letters of authority
Maintaining client records
Liaising with clients, providers and other 3rd parties
Adhoc projects and administrative tasks as and when necessary
What do we need from you?
Previous experience working in wealth management is essential
Excellent communication and interpersonal skills
Good attention to detail
If you are looking to join a thriving financial advisory firm who can offer excellent long term progression and career development, then apply today or for more information please contact NJR Recruitment quoting reference NJR15131
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