Position details
FINANCIAL PLANNING ADMINISTRATOR
Location
Salary
Posted on
Reference
Benefits
Salary
Posted on
Reference
Benefits
Wakefield
£27000 - £30000 28/09/2026
NJR17030
plus bonus
£27000 - £30000 28/09/2026
NJR17030
plus bonus
DESCRIPTION
SJP Administrator
Wakefield/Leeds
£27,000 - £30,000
Are you passionate about delivering an outstanding service within financial planning? NJR Recruitment is currently supporting a fast-growing wealth management firm in Wakefield to recruit an experienced SJP Administrator who will be the first point of contact for valued clients.
This is a fantastic opportunity to join a professional and ambitious team where you\'ll play a key role in client communication, appointment preparation, and CRM management-helping to shape the client journey from start to finish.
What You\'ll Do:
\" Arrange client meeting and manage adviser diaries
\" Handle incoming client enquiries and ensure positive outcomes
\" Proactively engage with clients before, during, and after adviser meetings
\" Manage client communications, events, and prospecting contact strategies
\" Maintain and update CRM (Salesforce) to ensure smooth workflow and accurate records
\" Prepare for adviser meetings and liaise with external providers for policy/scheme information
What We\'re Looking For:
\" Experience in a financial services-based customer service or client support role within an SJP firm
\" Strong communication skills, both written and verbal
\" Excellent attention to detail and organisational abilities
\" Confidence using CRM systems and handling client data
\" A proactive, team-focused mindset with a client-first attitude
What\'s on Offer:
\" Salary: Up to £30,000 + discretionary bonus
\" Clear progression pathways with potential for future salary increases
\" 35 Hour week
\" 25 days holiday + bank holidays
\" Pension scheme
\" Death in service Scheme
\" Additional reward days & performance recognition
If you thrive in a supportive, fast-paced environment and enjoy building lasting relationships with clients, we\'d love to hear from you.
For more info or to apply confidentially, or contact NJR Recruitment quoting NJR17030
Wakefield/Leeds
£27,000 - £30,000
Are you passionate about delivering an outstanding service within financial planning? NJR Recruitment is currently supporting a fast-growing wealth management firm in Wakefield to recruit an experienced SJP Administrator who will be the first point of contact for valued clients.
This is a fantastic opportunity to join a professional and ambitious team where you\'ll play a key role in client communication, appointment preparation, and CRM management-helping to shape the client journey from start to finish.
What You\'ll Do:
\" Arrange client meeting and manage adviser diaries
\" Handle incoming client enquiries and ensure positive outcomes
\" Proactively engage with clients before, during, and after adviser meetings
\" Manage client communications, events, and prospecting contact strategies
\" Maintain and update CRM (Salesforce) to ensure smooth workflow and accurate records
\" Prepare for adviser meetings and liaise with external providers for policy/scheme information
What We\'re Looking For:
\" Experience in a financial services-based customer service or client support role within an SJP firm
\" Strong communication skills, both written and verbal
\" Excellent attention to detail and organisational abilities
\" Confidence using CRM systems and handling client data
\" A proactive, team-focused mindset with a client-first attitude
What\'s on Offer:
\" Salary: Up to £30,000 + discretionary bonus
\" Clear progression pathways with potential for future salary increases
\" 35 Hour week
\" 25 days holiday + bank holidays
\" Pension scheme
\" Death in service Scheme
\" Additional reward days & performance recognition
If you thrive in a supportive, fast-paced environment and enjoy building lasting relationships with clients, we\'d love to hear from you.
For more info or to apply confidentially, or contact NJR Recruitment quoting NJR17030
Apply Now
