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Permanent

Financial Planning Administrator

Skipton
money-bag 27000.00-27000.00 Annual
3089154088
Posted Today

Financial Planning AdministratorSkipton£27,000 - £35,000Hybrid Working NJR Recruitment is delighted to be working with a friendly and client-focused Independent Financial Planning firm who are looking to recruit an experienced Financial Planning Administrator to support a small team of Wealth Managers.This is a fantastic opportunity to join a personable and close-knit team, providing high-quality support to a well-established client bank of clients, where service and relationships are at the heart of everything they do.The RoleYou will play a key role in supporting the advisers, ensuring clients receive a seamless and professional service at all times.Duties will include:Supporting two Financial Advisers with day-to-day administration Processing new business across pensions, investments and protection Preparing documentation for client meetings and annual reviews Producing basic suitability reports for annual reviews Managing client records and maintaining back-office systems Liaising with clients and providers to progress cases efficiently Providing a highly personable, relationship-led client experience About YouPrevious experience within an IFA / Financial Planning industry is essential Experience supporting advisers with administrative processes Some exposure to suitability report writing (even at a basic level) would be a advantageStrong organisational skills and attention to detail Confident communicator with a client-first approach Comfortable working in a collaborativ

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