Financial Planning Administrator

NJR Recruitment are pleased to be recruiting for a nationally recognised, award winning Independent Financial Planning firm which provides professional, face to face financial advice to clients throughout the UK. Due to growth and internal development, we are delighted to be looking for an experienced Administrator to join their team based in Grimsby.

The main purpose of the role will be to support Financial Planners and the Senior Administrator will all aspects of the administration including the following:

Processing New Business

Dealing with client queries

Managing an Adviser's diary

Creating meeting packs

Liaising with a variety of providers

Assisting the Paraplanner with product research and report writing

What's on offer!

Excellent Salary

Great Bonus Structure

Company Pension

Group life cover

DIS cover

Option to Buy more holidays

Study support

Ongoing development and progression

This role will be of key importance within the business and the successful candidate must have previous financial services and administrative experience within a fast-paced Client facing environment. Those from banking environments would be of particular interest. You will be able to demonstrate the ability to effectively plan and organise your workload and the initiative to resolve issues quickly in an appropriate manner.

For more information please contact one of our special consultants quoting REF: NJR14617

NJR Recruitment £22,000 - £26,000 per annum, pro-rata Grimsby