Financial Planning Administrator

Financial Planning Administrator

Wakefield

£22,000 - £25,000

NJR Recruitment is currently working with a leading Wealth Management Company, who provides holistic wealth management advice to clients based across the UK. Due to their continued growth are now looking for a pro-active and driven IFA Administrator to join their team based in Wakefield

This role will suit someone who has been working within financial services and has experience of Pensions & Investments, as well as delivery of first class service to Clients and Consultants. You will be working for a professional services firm with an excellent reputation for training staff in a friendly and welcoming environment.

What's in it for you?

25 days Holiday + Bank Holidays

Company Bonus Scheme

Excellent Training and Development

Funded Study Support

Death in Service Cover

Free Parking

Lots of Company Events

Company Pension

Responsibilities

Preparing pre-meeting documentation for the Advisers

Processing new business applications

Administration, logging all details onto our in-house system, transfers, contacting clients and their banks/building societies, creating welcome packs and certificates.

You will also be involved in preparing for the end of year reports to HMRC

Answering telephone queries

Answering email queries

Any other administration that is needed within the office.

Requirements

Previous experience in a Financial Services Administration role

A strong working knowledge of the regulated financial services market.

Proficient in Microsoft Office applications

Excellent understanding of the financial planning process

Be a strong communicator - Written & verbal

Strong planning & organizational skills

Our client is looking for a self motivated, career minded, enthusiastic and positive but meticulous individual, who is able to work as part of a team and have a flexible approach.

For more information please contact one of our specialist consultants quoting REF: NJR14817