{"id":7103,"date":"2024-02-20T11:00:06","date_gmt":"2024-02-20T11:00:06","guid":{"rendered":"https:\/\/coinsrev.com\/info\/financial-planning-administrator\/"},"modified":"2024-02-20T11:00:06","modified_gmt":"2024-02-20T11:00:06","slug":"financial-planning-administrator","status":"publish","type":"post","link":"https:\/\/coinsrev.com\/info\/financial-planning-administrator\/","title":{"rendered":"Financial Planning Administrator"},"content":{"rendered":"<p><b>Employer:<\/b> NJR Recruitment<br \/>\n<b>Salary:<\/b> \u00a320,000 &#8211; \u00a325,000 per annum<br \/>\n<b>Date Added:<\/b> 20\/02\/2024<\/p>\n<p><strong>Financial Planning Administrator <\/strong><\/p>\n<p><strong>Wakefield <\/strong><\/p>\n<p><strong>&#163;20,000 &#8211; &#163;25,000 <\/strong><\/p>\n<p>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.<\/p>\n<p>The successful candidate will have direct contact with the companies&#8217; 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.<\/p>\n<p><strong>What&#8217;s in it for you? <\/strong><\/p>\n<ul>\n<li><strong>Study Support<\/strong><\/li>\n<li><strong>25 days Holiday &#43; Bank Hols<\/strong><\/li>\n<li><strong>Bonus Scheme<\/strong><\/li>\n<li><strong>Pension<\/strong><\/li>\n<li><strong>Free Parking <\/strong><\/li>\n<li><strong>Excellent career progression<\/strong><\/li>\n<li><strong>And so much more!<\/strong><\/li>\n<\/ul>\n<p>Some duties include:<\/p>\n<ul>\n<li>Preparing meeting packs for client meetings<\/li>\n<li>Diary management and booking appointments<\/li>\n<li>Liaising with clients, providers and other 3rd parties<\/li>\n<li>Dealing with post meeting paperwork<\/li>\n<li>Updating client details on the back office system<\/li>\n<\/ul>\n<p>What we are looking for:<\/p>\n<ul>\n<li>Excellent telephone manner<\/li>\n<li>Working to high levels of accuracy<\/li>\n<li>Extremely professional attitude<\/li>\n<li>Experience in telesales or appointment making desirable, but this is not a sales role<\/li>\n<li>Experience working in an office is essential &#8211; ideally in a financial planning environment.<\/li>\n<\/ul>\n<p>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<\/p>\n<p><b>Application Deadline:<\/b> 02\/04\/2024<br \/>\n<b>Contract Type:<\/b> Permanent<br \/>\n<b>Submitted Applications:<\/b> 0<\/p>\n<p><a class='btn btn-block btn-primary theme-btn-primary' style='text-align: center; text-decoration: none; margin: auto 0;width: 100%;' href='https:\/\/www.reed.co.uk\/jobs\/financial-planning-administrator\/52162105' target='_blank' rel=\"noopener\"> Apply Now <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Employer: NJR Recruitment Salary: \u00a320,000 &#8211; \u00a325,000 per annum Date Added: 20\/02\/2024 Financial Planning Administrator Wakefield &#163;20,000 &#8211; &#163;25,000 We are delighted to be recruiting<\/p>\n","protected":false},"author":1,"featured_media":597,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[29],"tags":[],"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/coinsrev.com\/info\/wp-content\/uploads\/2023\/09\/pexels-ruslan-burlaka-140945.jpg","_links":{"self":[{"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/posts\/7103"}],"collection":[{"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/comments?post=7103"}],"version-history":[{"count":0,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/posts\/7103\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/media\/597"}],"wp:attachment":[{"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/media?parent=7103"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/categories?post=7103"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/tags?post=7103"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}