Financial Planning Administrator

Financial Planning Administrator Skipton Salary £26,500 £35,000 NJR Recruitment are delighted to be once again working with a leading, fast paced firm of Financial Advisers who are looking for an experienced Financial Planning Administrator join their team on the outskirts of Skipton. What's in it for you? " Great Salary " 25 Days holiday + Bank Holidays " Quarterly Bonus AND Annual Bonus " Company Pension " Monthly Well Being bonus " Private Medical Insurance " Travel Insurance " Flexible Hours " Full Study Support and Career Development Working within a busy team environment that specialises in providing client centric advice on a range of pensions, investments, trusts and tax products, the successful candidate will be providing support to the financial advisers across the business Duties will include: " Ensuring that the CRM system is fully updated. " To support the Adviser by dealing effectively with the day-to-day administration. " Processing new applications " Speaking with product providers " General office administration " Involvement in client entertainment events. " Producing analysis using FE Analytics to compliment client reports What we need from you? " Previous experience in a similar role is essential " Ideally a 2:1 or above in a finance related degree, e.g Economics " You will have excellent knowledge of Microsoft Excel, Word, and Outlook " Solid communication skills and a good telephone manner " Good attention to detail and an analytical mind For more information, please contact NJR Recruitment quoting NJR16851