Financial Planning Administrator - NJR Recruitment : Job Details

NJR are delighted to be recruiting for a leading financial planning firm who have over 100 years of combined experience in providing bespoke advice to their clients. Working from their office in North Sheffield, they have a fantastic opportunity for someone who is customer focussed to join them as a Client Assistant

This main purpose of this role is to provide support to clients as they join the practice and will involve the following:

• Providing onboarding support to clients
• Demonstrating to clients how to use the company website/portal to manage their accounts
• Create meeting packs
• Process new business
• Liaise with clients and providers
• Obtain valuations and illustrations
• Assist with creating and distributing marketing materials
• General administration duties
• Liaising with clients, 3rd parties and staff where appropriate

What's in it for you?

• Several bonus structures
• Monday - Friday 9-5pm
• 23 days holiday + Bank holidays
• Enhanced Pension scheme
• Private medical care
• Several team events throughout the year

What we need from you:

• Previous experience within a similar role
• Excellent customer service experience
• Ability to work in a fast-paced environment
• Good attention to detail
• Good communication skills

This is a wonderful opportunity to join a company that genuinely puts their staff and clients at the centre of what they do. If you are wanting a new role that will recognise and reward your efforts then please apply today or contact NJR Recruitment for more information quoting NJR15547

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