Senior Financial Planning Administrator

NJR Recruitment; United Kingdom; On-site; GBP 30,000 - 38,000; Full time

Job summary

A recruitment agency is seeking a Senior Financial Planning Administrator in Skipton. You will support financial advisers and manage CRM systems. The ideal candidate will have prior experience and a finance-related degree, along with strong Excel skills. The role offers a salary of £30,000 - £38,000 and benefits including bonuses and private medical insurance.

Benefits

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

Qualifications

• Previous experience in a similar role is essential.
• Ideally a 2:1 or above in a finance related degree, e.g Economics.
• Excellent knowledge of Microsoft Excel, Word, and Outlook.

Responsibilities

• Ensuring that the CRM system is fully updated.
• Support the Adviser by dealing effectively with the day-to-day administration.
• Processing new applications.

Skills

Experience in a similar role

Microsoft Excel

Solid communication skills

Attention to detail

Analytical mind

Education

2:1 or above in a finance related degree

Tools

Microsoft Word

Microsoft Outlook

Job description

Overview

Senior Financial Planning Administrator – Skipton

£30,000 - £38,000

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 Planning Administrator join their team on the outskirts of Skipton.

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

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.

Duties

• 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 apply today or contact NJR Recruitment quoting NJR16095