Financial Planning Administrator

Financial Planning Administrator

Leeds

£24,000 - £27,000

NJR now have an excellent opportunity for an ambitious IFA Administrator to join a highly successful and reputable Wealth Management firm based in Leeds City Centre

This is a genuinely exciting opportunity for an ambitious individual who is looking for a 'Career' within this exciting and buoyant industry. You will receive full support for exams, pension and excellent benefits. The role requires an individual who has the ability to work within a fast paced environment, adapt to industry changes and someone who can adjust to various different deadlines and looking for long term progression within the Practice.

Working as part of a busy and friendly team the successful candidate will be responsible for:

Providing administrative support for the Financial Advisers

Operate an efficient diary system

General document filing & scanning

Assist with answering the office telephone and greeting visitors to the office

Outbound calls to Providers to chase up information required from them

Dealing with Letters of Authority

What's in it for you?

Competitive Salary

25 Days Holiday + Bank Holidays

Full Study Support

Early Finish on Fridays

Dress Down Fridays

Our Client will fully encourage those who are keen to progress, offering ongoing training and development for those wishing to advance with a career in Financial Planning.

We are looking for an enthusiastic individual that has previous experience working in financial planning and providing support to wealth managers

For further information please contact one of our specialist consultants quoting REF: NJR:1501

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