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Financial Planning Administrator

NJR Recruitment
Posted 17 days ago, valid for 15 days
Location

Leeds, West Yorkshire LS14 1DZ

Salary

£20,000 - £30,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Job Title: Financial Planning Administrator
  • Location: Leeds
  • Salary: £22,000 - £25,000
  • Experience Required: Previous experience as an administrator within financial planning
  • Year of Experience Required: Not specified

Financial Planning Administrator

Leeds

£22,000 - £25,000

NJR Recruitment are delighted to be once again recruiting for a well established company based on the outskirts of Leeds who are looking for an administrator to join their expanding wealth management support team.

Working within a friendly team, you will be providing day to day admin support and liaising with their high net worth clients

Duties will include:

Reception duties

Diary management

Produce client documents and collating reports

Answering calls and helping the clients/staff

Assisting with any compliance needs

General admin including filing, scanning etc

What do we need from you?

Previous experience as an administrator within financial planning

Excellent communication skills, including written communications

Strong attention to detail

Good use of computer software including Microsoft products

What's in it for you?

Competitive salary

25 Days Holiday + Bank Holidays

Enhanced Pension Scheme

Free Parking

PMI and DIS

Lots of team/social events

If you are looking to join a professional company that genuinely invests in their team, contact NJR Recruitment today quoting NJR14818

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.