IFA Administrator

Elland

£25,000 - £28,000

NJR Recruitment are working in partnership with a firm of Independent Financial Planners who have been offering comprehensive and impartial financial advice for individuals, businesses, and charities who now require a Financial Planning Administrator to join their friendly team.

What's in it for you?

* 23 days holiday + bank holidays increasing with service

* Private Health Insurance

* Enhanced Pension

* Income Protection

* Death in Service cover

* Free On-site parking

* Company events

* Health & wellbeing programme

The successful candidate will provide administrative support to the Wealth Planner and duties will include:

* Ensure accurate client records are maintained

* Diary management

* Submission and processing new business

* Meet and greet visitors

* Being the main point of contact for all incoming telephone calls

* Mailbox and Post management

What do we need from you?

* Previous experience working in financial planning

* Good knowledge of pensions and investments

* Strong communication skills

* Good knowledge of Excel

If you are a career administrator looking to join a firm that can offer long term stability and a genuinely nice place to work, then apply today or contact NJR Recruitment quoting Ref: NJR15507 for more information

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