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Permanent

Senior Financial Planning Administrator

Leeds
money-bag 32000.00-32000.00 Annual
3085436374
Posted 1 week ago

Senior Financial Planning AdministratorLeeds£32,000 - £37,000NJR 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 in Leeds.What''s in it for you? Great Salary25 Days holiday + Bank HolidaysQuarterly Bonus AND Annual Bonus Company PensionMonthly Well Being bonusPrivate Medical InsuranceTravel InsuranceFlexible 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 businessDuties will include:Ensuring that the CRM system is fully updatedTo support the Adviser by dealing effectively with the day-to-day administrationDealing with pre and post meeting tasksProcessing new applications Speaking with product providers Mentoring junior team membersGeneral office administrationWhat we need from you? Previous experience in a similar role is essential Strong knowledge of financial productsIdeally a 2:1 or above in a finance related degree, e.g EconomicsSolid communication skills and a good telephone manner Good attention to detail and an analytical mindFor more information, please contact NJR Recruitment quoting NJR16515

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