Financial Planning Administrator

Posted 29 April by NJR Recruitment
Easy Apply
£22,000 - £25,000 per annum
Leeds , West Yorkshire
Permanent, full-time
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Posted by NJR Recruitment

Financial Planning Administrator

Leeds

£22,000 - £25,000

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.

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:

Reception duties

Diary management

Produce client documents and collating reports

Answering calls and helping the clients/staff

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

What's in it for you?

Competitive salary

25 Days Holiday + Bank Holidays

Enhanced Pension Scheme

Free Parking

PMI and DIS

Lots of team/social events

If you are looking to join a professional company that genuinely invests in their team, contact NJR Recruitment today quoting NJR14818

Reference: 52551723

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