£16000 - £20000 20/03/2020
Plus Excellent Benefits
Financial Planning Administrator
?16,000 - ?20,000
NJR are currently working with a Financial Planning Practice with offices based in Wakefield who are currently looking to recruit a Trainee Financial Services Administrator to join their expanding team.
Our Client is looking for someone ambitious that is highly motivated and enjoys the challenge of a diverse role whilst having an eye for detail. It is also essential that the successful candidate is a team player, committed to the company, has a flexible and thorough approach with the ability to prioritise their work. Working alongside the financial advisors, this role will be a varied, fast paced and relatively demanding role, therefore those applying should be looking for variety and be keen to take on new tasks whilst developing skills within a buoyant and exciting industry.
Assist in the admin duties in the day to day running of the practice
Processing New Business
Creating Valuations and Illustrations
Request and collate scheme information from third party providers
Be the first point of contact for client/provider queries
Process financial/business documentation and forms
Help maintain client relationships
25 days Holiday + Bank Hols
Excellent career progression
And so much more!
This is a truly fantastic opportunity that would suit someone wanting to join and further their career with a leading Financial Planning practice.
The ideal candidate will need to have previous experience working as an Administrator - preferably within a Financial Service environment.
For more information please contact one of our specialist consultants on 0161 834 4747 and quote job reference NJR10116