We are delighted to be working with a well-established wealth management firm specialising in providing holistic financial services to their well established client bank. Due to growth, a position has become available for an experienced Financial Planning Administrator to join their team.
What’s in it for you?
Excellent basic salary
25 days holiday + Bank Holidays
Christmas shut down
Hybrid working after probation
Development and progression
Working closely with the advisers and paraplanning team to provide support, this role can offer excellent development with suitability report writing and annual reviews.
Duties will include:
Processing new applications
Writing suitability reports
Dealing with client queries
Obtaining quotes and valuations
Liaising with product providers and other 3rd parties
General administration duties
What we are looking for:
Strong working knowledge and experience of financial services
Ability to prioritise own workload as well as being a good team player
Be able to demonstrate accuracy and attention to detail in written and numerical work
Excellent communication and interpersonal skills
Previous experience of Xplan preferred but not essential
If you think you have the right experience for this role and you are looking for an interesting, varied and challenging role with potential for personal growth, contact NJR Recruitment today quoting NJR14833