Financial Planning Administrator

Posted 7 days 16 hours ago by NJR Recruitment

£25,000 - £30,000 Annual
Permanent
Not Specified
Other
Yorkshire, Leeds, United Kingdom, LS1 8
Job Description

Financial Planning Administrator

Leeds

£25,000 - £30,000

NJR Recruitment are delighted to be once again recruiting for a well established company based on the outskirts of Leeds who are looking for an administrator to join their expanding wealth management support team.

What's in it for you?

  • Competitive salary DOE
  • Hybrid Working
  • 25 Days Holiday + Bank Holidays
  • Enhanced Pension Scheme
  • Free Parking
  • Private Medical Insurance
  • Death In Service Cover
  • Lots of team/social events

Working within a friendly team, you will be providing day to day admin support and liaising with their high net worth clients

Duties will include:

  • Processing pre and post meeting administration
  • Liaising with clients, providers and other 3rd parties
  • Diary management
  • Produce client documents and collating reports
  • Assisting with any compliance needs
  • General admin including filing, scanning etc

What do we need from you?

  • Previous experience as an administrator within financial planning
  • Excellent communication skills, including written communications
  • Strong attention to detail
  • Good use of computer software including Microsoft products

If you are looking to join a professional company that genuinely invests in their team, apply today or contact NJR Recruitment today quoting NJR15191