Financial Planning Administrator - NJR Recruitment : Job Details

Financial Planning Administrator

Leeds

£24,000 - £28,000

NJR Recruitment is delighted to be working with a well-established family run firm of Financial Planners who have an exciting opportunity for an ambitious and pro-active Corporate Finance Administrator to join their offices in Leeds City Centre.

What's in it for you?

• Great Salary
• 25 Days holiday + Bank Holidays
• Quarterly Bonus AND Annual Bonus
• Company Pension
• Monthly Well Being Bonus
• Private Medical Insurance
• Full Study Support and Career Development

This is a genuinely exciting opportunity for an ambitious individual who is looking for a career within the financial planning industry.

Daily responsibilities will consist of:

• Creating new client packs
• Input Fact Find details into client database
• Prepare and send off authority letters and send to client for signature
• Check all Anti-Money Laundering information is current and relevant checks have taken place
• Obtain Illustrations, application forms, key feature documents and other relevant supporting documentation
• Submit new business
• Track new business and current position, updating planner/paraplanner accordingly
• Prepare for client reviews

What do we need from you?

• Previous experience in a similar role is essential
• Good knowledge of pensions, investments and other financial planning products
• 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

Our client is looking for someone with a can-do attitude, who is self-motivated, efficient, and hardworking and has the ability to work within fast paced busy, professional and growing firm.

For more information, please apply today or contact NJR Recruitment quoting NJR15378

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