Position details
FINANCIAL PLANNING ADMINISTRATOR
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Skipton
£26000 - £35000 15/07/2026
NJR16851
£26000 - £35000 15/07/2026
NJR16851
DESCRIPTION
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
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
Apply Now
