Trainee Financial Planning Administrator

Recruiter
NJR Recruitment
Location
Wakefield, UK
Salary
Competitive
Posted
20 Jun 2019
Closes
27 Jun 2019
Ref
1185909620
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Trainee Financial Planning Administrator
Wakefield
Minimum Wage (c.£14,000 - £16,000)

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.

For more information please contact one of our specialist consultants on 0161 834 4747 and quote job reference NJR9095

This job was originally posted as www.totaljobs.com/job/86942196

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