Position details
FINANCIAL PLANNING ADMINISTATOR
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Sheffield
£23000 - £26000 24/03/2025
NJR15547
£23000 - £26000 24/03/2025
NJR15547
DESCRIPTION
Financial Planning Administrator
Sheffield
NJR are delighted to be recruiting for a leading financial planning firm who have over 100 years of combined experience in providing bespoke advice to their clients. Working from their office in North Sheffield, they have a fantastic opportunity for someone who is customer focussed to join them as a Client Assistant
This main purpose of this role is to provide support to clients as they join the practice and will involve the following:
Providing onboarding support to clients
Demonstrating to clients how to use the company website/portal to manage their accounts
Create meeting packs
Process new business
Liaise with clients and providers
Obtain valuations and illustrations
Assist with creating and distributing marketing materials
General administration duties
Liaising with clients, 3rd parties and staff where appropriate
What\'s in it for you?
Several bonus structures
Monday - Friday 9-5pm
23 days holiday + Bank holidays
Enhanced Pension scheme
Private medical care
Several team events throughout the year
What we need from you:
Previous experience within a similar role
Excellent customer service experience
Ability to work in a fast-paced environment
Good attention to detail
Good communication skills
This is a wonderful opportunity to join a company that genuinely puts their staff and clients at the centre of what they do. If you are wanting a new role that will recognise and reward your efforts then please apply today or contact NJR Recruitment for more information quoting NJR15547
Sheffield
NJR are delighted to be recruiting for a leading financial planning firm who have over 100 years of combined experience in providing bespoke advice to their clients. Working from their office in North Sheffield, they have a fantastic opportunity for someone who is customer focussed to join them as a Client Assistant
This main purpose of this role is to provide support to clients as they join the practice and will involve the following:
Providing onboarding support to clients
Demonstrating to clients how to use the company website/portal to manage their accounts
Create meeting packs
Process new business
Liaise with clients and providers
Obtain valuations and illustrations
Assist with creating and distributing marketing materials
General administration duties
Liaising with clients, 3rd parties and staff where appropriate
What\'s in it for you?
Several bonus structures
Monday - Friday 9-5pm
23 days holiday + Bank holidays
Enhanced Pension scheme
Private medical care
Several team events throughout the year
What we need from you:
Previous experience within a similar role
Excellent customer service experience
Ability to work in a fast-paced environment
Good attention to detail
Good communication skills
This is a wonderful opportunity to join a company that genuinely puts their staff and clients at the centre of what they do. If you are wanting a new role that will recognise and reward your efforts then please apply today or contact NJR Recruitment for more information quoting NJR15547
Apply Now
