Position details
FINANCIAL PLANNING ADMINISTRATOR
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Leicestershire
£26000 - £30000 20/10/2026
NJR17077
£26000 - £30000 20/10/2026
NJR17077
DESCRIPTION
Financial Planning Administrator - Leicestershire
Salary: £26,000-£30,000 (DOE)
Hybrid working is available
NJR Recruitment is delighted to be working with a well-established and highly regarded Wealth Management practice who deliver bespoke advice to Private Clients, Business Owners, Trustees, and Sports Professionals across the UK.
This is a busy, fast-paced role offering the opportunity to work closely with Financial Planners and Paraplanners, gain exposure to a broad range of financial planning activities and develop your career towards Paraplanning.
Experience of working in a similar role is essential for this position.
Key Responsibilities:
\" Preparing client meeting packs and documentation
\" Managing adviser diaries and client reviews
\" Liaising with clients and product providers
\" Processing new business
\" Maintaining accurate client records and CRM systems
\" Supporting new business processing and fund switches
About You:
\" At least 1 year\'s experience in Financial Services administration
\" Excellent organisational, IT and communication skills
\" Proactive, detail-oriented and comfortable in a busy environment
\" Keen to learn, develop and progress towards a Paraplanning career
What\'s on Offer?
\" Competitive salary of £26,000-£30,000
\" Support towards professional qualifications
\" A collaborative, close-knit team environment
\" Genuine development opportunities into Paraplanning
Interested in taking the next step in your career? Apply online today or contact NJR Recruitment, quoting reference NJR17077
#FinancialServices #WealthManagement #FinancialPlanning #Paraplanning #IFAJobs #CareerDevelopment
Salary: £26,000-£30,000 (DOE)
Hybrid working is available
NJR Recruitment is delighted to be working with a well-established and highly regarded Wealth Management practice who deliver bespoke advice to Private Clients, Business Owners, Trustees, and Sports Professionals across the UK.
This is a busy, fast-paced role offering the opportunity to work closely with Financial Planners and Paraplanners, gain exposure to a broad range of financial planning activities and develop your career towards Paraplanning.
Experience of working in a similar role is essential for this position.
Key Responsibilities:
\" Preparing client meeting packs and documentation
\" Managing adviser diaries and client reviews
\" Liaising with clients and product providers
\" Processing new business
\" Maintaining accurate client records and CRM systems
\" Supporting new business processing and fund switches
About You:
\" At least 1 year\'s experience in Financial Services administration
\" Excellent organisational, IT and communication skills
\" Proactive, detail-oriented and comfortable in a busy environment
\" Keen to learn, develop and progress towards a Paraplanning career
What\'s on Offer?
\" Competitive salary of £26,000-£30,000
\" Support towards professional qualifications
\" A collaborative, close-knit team environment
\" Genuine development opportunities into Paraplanning
Interested in taking the next step in your career? Apply online today or contact NJR Recruitment, quoting reference NJR17077
#FinancialServices #WealthManagement #FinancialPlanning #Paraplanning #IFAJobs #CareerDevelopment
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