Trainee Financial Planning Administrator

Holmfirth

Up to £26,000

NJR Recruitment are delighted to be working with a successful and growing Financial Planning firm who are looking to recruit a Trainee Financial Planning Administrator to join their supportive team for initially an 18 month period

This is an excellent opportunity for someone looking to start a long-term career within Financial Services, gaining hands-on experience within a professional wealth management environment with full training and development provided.

The Role

Working as part of an established team, you will provide valuable day-to-day administrative support to advisers and senior colleagues, learning the foundations of the financial planning process.

Key responsibilities will include:

• Answering the telephone professionally and dealing with client enquiries
• Supporting advisers and colleagues with day-to-day administration
• Managing files, retrieving information and updating records
• Inputting data onto internal systems with a high level of accuracy
• Preparing correspondence via email and letter
• Filing, scanning and maintaining client documentation
• Meeting and greeting visitors to the office
• Assisting with office organisation and general administrative tasks
• Supporting the wider team as required

About You

• Keen to build a career within Financial Planning / Wealth Management
• Degree level qualified in a finance related (economics/maths etc) or professional services (Law/Business Studies)
• Strong organisational skills with excellent attention to detail
• Professional telephone manner and confident communication skills
• Good numeracy and written skills
• Comfortable using Microsoft Word and Excel
• Positive attitude with a willingness to learn
• Reliable, punctual and professional approach

What’s on Offer

• Salary up to £26,000
• Immediate start available
• Full-time, office-based role
• Excellent training and long-term career development
• Friendly and supportive team environment
• Company pension and additional benefits

This is a fantastic opportunity for someone looking to take their first step into the financial planning sector with a firm that values development and progression.

For a confidential discussion, please contact NJR Recruitment quoting NJR16661