Position details
FINANCIAL PLANNING ADMINISTRATOR
Location
Salary
Posted on
Reference
Benefits
Salary
Posted on
Reference
Benefits
Harrogate
£18000 - £22000 07/04/2021
NJR11108
Plus Bonus
£18000 - £22000 07/04/2021
NJR11108
Plus Bonus
DESCRIPTION
Financial Planning Administrator
Harrogate
NJR Recruitment is currently working with a well known Wealth Management practice that specialise in providing high quality personal advice on many aspects of wealth management
Based in Harrogate, our client is looking to recruit a Financial Services Administrator to support a team of Consultants. The role will be varied and will involve;
Preparing client valuations and meeting packs
Processing new business applications
Undertaking general office duties
Liaising with providers to obtain information relating to clients policies
Writing letters
Inputting data onto client management system.
What\'s in it for you?
Competitive Basic Salary
Discretionary Bonus Structure
Full study Support
Ongoing Training and Development
Death in Service Cover
To apply for the role candidates should ideally offer previous experience working for a Financial Services / Financial Planning Practice, although experience is not essential, it is desirable. Our client is looking for candidates offering an excellent attention to detail, accompanied by strong organisation and interpersonal skills. Solid use of MS Office Applications are also essential.
For more information please contact NJR Recruitment quoting reference NJR11108
Harrogate
NJR Recruitment is currently working with a well known Wealth Management practice that specialise in providing high quality personal advice on many aspects of wealth management
Based in Harrogate, our client is looking to recruit a Financial Services Administrator to support a team of Consultants. The role will be varied and will involve;
Preparing client valuations and meeting packs
Processing new business applications
Undertaking general office duties
Liaising with providers to obtain information relating to clients policies
Writing letters
Inputting data onto client management system.
What\'s in it for you?
Competitive Basic Salary
Discretionary Bonus Structure
Full study Support
Ongoing Training and Development
Death in Service Cover
To apply for the role candidates should ideally offer previous experience working for a Financial Services / Financial Planning Practice, although experience is not essential, it is desirable. Our client is looking for candidates offering an excellent attention to detail, accompanied by strong organisation and interpersonal skills. Solid use of MS Office Applications are also essential.
For more information please contact NJR Recruitment quoting reference NJR11108
Apply Now
