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NJR Recruitment
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Leeds, West Yorkshire
Financial Planning Administrator
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Job Type: Full-time |
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Salary: £18,000 per annum |
Overview
Financial Planning Administrator Leeds £18,000 - £24,000 NJR Recruitment is currently working with a well known Wealth Management practice that specialise in providing high quality personal advice on many aspects of wealth management. Based on the outskirt of Leeds, our client is looking to recruit an experienced Financial Services Administrator to support a team of Consultants. The role will be varied and will involve; Preparing client valuations and meeting packs Processing new business applications Undertaking general office duties Liaising with providers to obtain information relating to clients policies Writing letters Inputting data onto client management system To apply for the role candidates should offer previous experience working for a Financial Services / Financial Planning Practice. Our client is looking for candidates offering an excellent attention to detail, accompanied by strong organization and interpersonal skills. Solid use of MS Office Applications are also essential. For more information please contact NJR Recruitment quoting reference NJR10132