Financial Planning Administrator

NJR Recruitment is currently working with a leading Wealth Management Company, who provides holistic wealth management advice to clients based across the UK.
Due to their continued growth are now looking for a pro-active and driven Financial Planning Administrator to join their team based in Beverley This role will suit someone who has been working within financial services and has experience of Pensions & Investments, as well as delivery of first class service to Clients and Consultants.
You will be working for a professional services firm with an excellent reputation for training staff in a friendly and welcoming environment.
What's in it for you?
25 days Holiday + Bank Holidays Company Bonus Scheme Excellent Training and Development Funded Study Support Death in Service Cover Free Parking Lots of Company Events Company Pension Responsibilities Preparing pre-meeting documentation for the Advisers Processing new business applications Administration, logging all details onto our in-house system, transfers, contacting clients and their banks/building societies, creating welcome packs and certificates.
You will also be involved in preparing for the end of year reports to HMRC Answering telephone queries Answering email queries Any other administration that is needed within the office.
What do we need from you?
Previous experience in a Financial Services Administration role A strong working knowledge of the regulated financial services market.
Proficient in Microsoft Office applications Excellent understanding of the financial planning process Be a strong communicator - Written & verbal Strong planning & organizational skills Our client is looking for a self motivated, career minded, enthusiastic and positive but meticulous individual, who is able to work as part of a team and have a flexible approach.
For more information please contact one of our specialist consultants quoting REF: NJR15316 TPBN1_UKTJ