Financial Planning Administrator
Leeds
£25,000 - £30,000
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.
What's in it for you?
- Competitive salary DOE
- Hybrid Working
- 25 Days Holiday + Bank Holidays
- Enhanced Pension Scheme
- Free Parking
- Private Medical Insurance
- Death In Service Cover
- Lots of team/social events
Working within a friendly team, you will be providing day to day admin support and liaising with their high net worth clients
Duties will include:
- Processing pre and post meeting administration
- Liaising with clients, providers and other 3rd parties
- Diary management
- Produce client documents and collating reports
- Assisting with any compliance needs
- General admin including filing, scanning etc
What do we need from you?
- Previous experience as an administrator within financial planning
- Excellent communication skills, including written communications
- Strong attention to detail
- Good use of computer software including Microsoft products
If you are looking to join a professional company that genuinely invests in their team, apply today or contact NJR Recruitment today quoting NJR15191
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