Position details
SENIOR FINANCIAL PLANNING ADMINISTRATOR
Location
Salary
Posted on
Reference
Benefits
Salary
Posted on
Reference
Benefits
Leeds
£32000 - £37000 13/03/2026
NJR16534
Plus Bonus
£32000 - £37000 13/03/2026
NJR16534
Plus Bonus
DESCRIPTION
Senior Financial Planning Administrator
Skipton
£32,000 - £37,000
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 in Skipton
What\'s in it for you?
\" 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
Duties will include:
\" Ensuring that the CRM system is fully updated
\" To support the Adviser by dealing effectively with the day-to-day administration
\" Dealing with pre and post meeting tasks
\" Processing new applications
\" Speaking with product providers
\" Mentoring junior team members
\" General office administration
What we need from you?
\" Previous experience in a similar role is essential
\" Strong knowledge of financial products
\" Ideally a 2:1 or above in a finance related degree, e.g Economics
\" Solid communication skills and a good telephone manner
\" Good attention to detail and an analytical mind
For more information, please contact NJR Recruitment quoting NJR16534
Skipton
£32,000 - £37,000
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 in Skipton
What\'s in it for you?
\" 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
Duties will include:
\" Ensuring that the CRM system is fully updated
\" To support the Adviser by dealing effectively with the day-to-day administration
\" Dealing with pre and post meeting tasks
\" Processing new applications
\" Speaking with product providers
\" Mentoring junior team members
\" General office administration
What we need from you?
\" Previous experience in a similar role is essential
\" Strong knowledge of financial products
\" Ideally a 2:1 or above in a finance related degree, e.g Economics
\" Solid communication skills and a good telephone manner
\" Good attention to detail and an analytical mind
For more information, please contact NJR Recruitment quoting NJR16534
Apply Now
