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Job Location | Wakefield |
Education | Not Mentioned |
Salary | £22,000 - £25,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time |
Financial Planning AdministratorWakefield£22,000 - £25,000NJR Recruitment is currently working with a leading Wealth Management Company, who provides holistic wealth management advice to clients based across the UK. Due to their continued growth are now looking for a pro-active and driven IFA Administrator to jointheir team based in WakefieldThis role will suit someone who has been working within financial services and has experience of Pensions & Investments, as well as delivery of first class service to Clients and Consultants. You will be working for a professional services firm with an excellentreputation for training staff in a friendly and welcoming environment.Whats in it for you25 days Holiday + Bank HolidaysCompany Bonus SchemeExcellent Training and DevelopmentFunded Study SupportDeath in Service CoverFree ParkingLots of Company EventsCompany PensionResponsibilitiesPreparing pre-meeting documentation for the AdvisersProcessing new business applicationsAdministration, logging all details onto our in-house system, transfers, contacting clients and their banks/building societies, creating welcome packs and certificates.You will also be involved in preparing for the end of year reports to HMRCAnswering telephone queriesAnswering email queriesAny other administration that is needed within the office.RequirementsPrevious experience in a Financial Services Administration roleA strong working knowledge of the regulated financial services market.Proficient in Microsoft Office applicationsExcellent understanding of the financial planning processBe a strong communicator - Written & verbalStrong planning & organizational skillsOur client is looking for a self motivated, career minded, enthusiastic and positive but meticulous individual, who is able to work as part of a team and have a flexible approach.For more information please contact one of our specialist consultants quoting REF: NJR14817