NJR Recruitment are delighted to once again be recruiting for an established Financial Planning Company who now have an excellent opportunity for an experienced Financial Planning Administrator to join their expanding and highly professional private client team
Working from a medium sized ’state of the art’ office on the outskirts of Halifax, a passionate, self-motivated and industry experienced individual is required to join a friendly, fast paced and growing team
Providing a high quality service to clients the successful candidate will be responsible for:
Processing new business
Obtaining valuations and illustrations
Provide support to the team of Financial Planners
Creating meeting packs
Liaise with providers and clients as required
General Administration
What’s in it for you?
Competitive Salary
Generous Holidays
Ongoing training and development
Regular pay reviews
Free Parking
Company Pension
The successful candidate must have previous experience working as a financial planning administrator - preferably within an independent company. You will have solid communication and articulation skills as well as the ability to multi-task.
Our client is looking for a confident, switched-on individual who has drive to exceed expectations and deliver a high level of customer service.
For further information please contact one of our specialist consultants quoting REF: NJR15351