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Senior Financial Planning Administrator
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
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
Education
Tools
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.
- 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.
- 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
- 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
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.
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