Senior Financial Planning Administrator - #2161813

Senior Financial Planning Administrator

Leeds

£32,000 - £37,000

NJR 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 Salary

" 25 Days holiday + Bank Holidays

" Quarterly Bonus AND Annual Bonus

" Company Pension

" Monthly Well Being bonus

" Private Medical Insurance

" Travel Insurance

" Flexible 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 business

Duties will include:

" Ensuring that the CRM system is fully updated

" To support the Adviser by dealing effectively with the day-to-day administration

" Dealing with pre and post meeting tasks

" Processing new applications

" Speaking with product providers

" Mentoring junior team members

" General office administration

What we need from you?

" Previous experience in a similar role is essential

" Strong knowledge of financial products

" Ideally a 2:1 or above in a finance related degree, e.g Economics

" Solid communication skills and a good telephone manner

" Good attention to detail and an analytical mind

For more information, please contact NJR Recruitment quoting NJR16760