Trainee Financial Planning Administrator

NJR Recruitment ,
Wakefield, West Yorkshire
More Details
Job Type: Full-time
Salary: £16,000 per annum

Overview

Trainee Financial Planning Administrator Wakefield £16,000 - £18,000 NJR are currently working with a Financial Planning Practice with offices based in Wakefield who are currently looking to recruit a Trainee Financial Services Administrator to join their expanding team. Our Client is looking for someone ambitious that is highly motivated and enjoys the challenge of a diverse role whilst having an eye for detail. It is also essential that the successful candidate is a team player, committed to the company, has a flexible and thorough approach with the ability to prioritise their work. Working alongside the financial advisors, this role will be a varied, fast paced and relatively demanding role, therefore those applying should be looking for variety and be keen to take on new tasks whilst developing skills within a buoyant and exciting industry. Responsibilities: Assist in the admin duties in the day to day running of the practice Processing New Business Creating Valuations and Illustrations Request and collate scheme information from third party providers Be the first point of contact for client/provider queries Process financial/business documentation and forms Help maintain client relationships Benefits- Study Support 25 days Holiday Bank Hols Bonus Scheme Pension Free Parking Excellent career progression And so much more This is a truly fantastic opportunity that would suit someone wanting to join and further their career with a leading Financial Planning practice. The ideal candidate will need to have previous experience working as an Administrator - preferably within a Financial Service environment. For more information please contact one of our specialist consultants and quote job reference NJR10116

People also viewed