Job Description

Location
Salary
Posted on
Reference
Leeds
\xc2\xa325000 - \xc2\xa330000
01/12/2023
NJR14335
DESCRIPTION

Senior Financial Planning Administrator
Leeds


NJR Recruitment are delighted to be once again working with a leading, fast paced firm of Financial Advisers who are looking for an experienced financial services administrator join their growing team in Leeds City Centre

Working within a busy team environment that specialises in providing client centric advice on a range of pensions, investments, trusts and tax products, the successful candidate will be providing support to the financial advisers across the business

What\'s in it for you?
Great Salary
25 Days holiday + Bank Holidays
Quarterly Bonus AND Annual Bonus
Company Pension
Monthly Well Being bonus
Private Medical Insurance
Travel Insurance
Flexible Hours
Full Study Support and Career Development

Duties will include:
Ensuring that the CRM system is fully updated.
To support the Adviser by dealing effectively with the day-to-day administration.
Processing new applications
Speaking with product providers
General office administration
Involvement in client entertainment events.
Producing analysis using FE Analytics to compliment client reports

What we need from you?
Previous experience in a similar role is essential
Ideally a 2:1 or above in a finance related degree, e.g Economics
You will have excellent knowledge of Microsoft Excel, Word, and Outlook
Solid communication skills and a good telephone manner
Good attention to detail and an analytical mind

For more information, please contact NJR Recruitment quoting NJR14335