Employer: NJR Recruitment Salary: £20,000 – £25,000 per annum Date Added: 20/02/2024
Financial Planning Administrator
Wakefield
£20,000 – £25,000
We are delighted to be recruiting for a nationally recognised firm of Financial Advisers who are looking to expand their Adviser Support team based in Wakefield.
The successful candidate will have direct contact with the companies’ clients and be working closely with the Financial Adviser so we are looking for someone who is confident on the phone and who also has excellent attention to detail.
What’s in it for you?
Study Support
25 days Holiday + Bank Hols
Bonus Scheme
Pension
Free Parking
Excellent career progression
And so much more!
Some duties include:
Preparing meeting packs for client meetings
Diary management and booking appointments
Liaising with clients, providers and other 3rd parties
Dealing with post meeting paperwork
Updating client details on the back office system
What we are looking for:
Excellent telephone manner
Working to high levels of accuracy
Extremely professional attitude
Experience in telesales or appointment making desirable, but this is not a sales role
Experience working in an office is essential – ideally in a financial planning environment.
We are looking for someone who is genuinely interested in a career in financial planning , if this is you, please contact NJR Recruitment for more information quoting NJR14606
