Administrator - Financial Planning

Recruiter
NJR Recruitment
Location
York
Salary
£15,000 - £19,999
Posted
23 Aug 2019
Closes
27 Aug 2019
Ref
1222769101
Category
Accounting
Contract Type
Permanent
Hours
Full Time
Administrator - Financial Planning

£18,000 - £20,000

South York

Our client is a well established Financial Services Practice, who are now seeking an ambitious and pro-active Financial Services Administrator to join their team on a full time basis.

This role will work directly for a Financial Planners who advise clients on all aspects of Pensions and Investments. Providing direct administration support the role will be varied, fast paced and demanding where duties will consist of;
  • Processing new business applications
  • Creating Client Valuations & Illustrations
  • Chasing Letters of Authority
  • Liaising with Product Providers & third parties
  • Preparing pre-meeting documentation for the Adviser

Benefits include:
  • Bonus Scheme
  • Flexible hours
  • Free Parking
  • Healthcare scheme
  • Half Price Gym Membership
  • Pension
  • Study Support

Candidates applying ideally will have previous experience working for a firm of Financial Planners, a Pensions Consultancy or a Provider background. You will understand how the financial services industry works and be keen to develop your skills and progress a career within Financial Planning.

Excellent communication skills are required. You will be smartly presented, offer first class communication skills, and have the ability to liaise with HNW Individuals.

For more information please contact one of our consultants quoting REF: NJR9155

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