Financial Planning Administrator

Financial Planning Administrator

Skipton

Salary £26,500 £35,000

NJR Recruitment are delighted to be once again working with a leading, fast paced firm of Financial Advisers who are looking for an experienced Financial Planning Administrator join their team on the outskirts of Skipton.

What's in it for you?

" Great Salary

" 25 Days holiday + Bank Holidays

" Quarterly Bonus AND Annual Bonus

" Company Pension

" Monthly Well Being bonus

" Private Medical Insurance

" Travel Insurance

" Flexible Hours

" Full Study Support and Career Development

Working within a busy team environment that specialises in providing client centric advice on a range of pensions, investments, trusts and tax products, the successful candidate will be providing support to the financial advisers across the business

Duties will include:

" Ensuring that the CRM system is fully updated.

" To support the Adviser by dealing effectively with the day-to-day administration.

" Processing new applications

" Speaking with product providers

" General office administration

" Involvement in client entertainment events.

" Producing analysis using FE Analytics to compliment client reports

What we need from you?

" Previous experience in a similar role is essential