Financial Planning Administrator - NJR Recruitment : Job Details

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.

What do we need from you?

• 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: NJR15316