Senior Financial Planning Administrator

Senior Financial Planning Administrator

Leeds

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 services administrator join their growing team in Leeds City Centre 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

What's in it for you?

Great Salary 25 Days holiday + Bank Holidays Quarterly Bonus AND Annual Bonu

Company Pension

Monthly Well Being bonus

Private Medical Insurance

Travel Insurance

Flexible Hours Full Study Support and Career Development 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 Ideally a 2:1 or above in a finance related degree, e.g Economics

You will have excellent knowledge of Microsoft Excel, Word, and Outlook Solid communication skills and a good telephone manner

Good attention to detail and an analytical mind For more information, please contact NJR Recruitment quoting NJR14335