Financial Planning Administrator
Scunthorpe
£24,000 - £30,000
NJR Recruitment is delighted to be representing a highly regarded financial services organisation that is based in the Scunthorpe area. Our Client holds an excellent reputation within the industry and provides a full range of wealth planning and investment management advice to both Private Clients and Business Owners. Due to continued growth they are now looking for an experienced Financial Planning Administrator to join their stable team.
Whats in it for you?
Excellent training and career development
Full study support
Company pension
Regular pay rise and reviews
Free Parking
Hybrid Working available after probationary period
Initially working from their offices, this role will suit someone who has been working within financial services with experience of delivering a first class service to clients and consultants and working to support Investment Managers across the country, duties will include:
Processing new business/accounts and changes to existing business/accounts and maintaining accurate and up to date information
Assisting with the preparation of portfolio clients reviews
Liaising with clients, providers, other third parties and other departments
Ensuring client fees are settled in a timely manner
Maintaining and updating client database
General office administration
What do we need from you?
Experience in an administrative role within financial planning and excellent communication skills is essential
Those with CISI/CII qualifications would be of most interest
Good attention to detail
Confident with talking on a telephone
Professional manner with an ability to manage your own time/duties
Please note, due to the nature of this role and industry, it is essential to conduct regular credit checks on all staff and it is required that you can demonstrate a good credit score throughout employment.
This is an excellent chance to join a national firm that can offer long term career development in a thriving industry. Please apply today or for further information please contact one of our specialist consultants quoting REF: NJR15058