Financial Planning Administrator

Financial Planning Administrator

Skipton

£27,000 - £35,000

Hybrid Working

NJR Recruitment is delighted to be working with a friendly and client-focused Independent Financial Planning firm who are looking to recruit an experienced Financial Planning Administrator to support a small team of Wealth Managers.

This is a fantastic opportunity to join a personable and close-knit team, providing high-quality support to a well-established client bank of clients, where service and relationships are at the heart of everything they do.

The Role

You will play a key role in supporting the advisers, ensuring clients receive a seamless and professional service at all times.

Duties will include:

• Supporting two Financial Advisers with day-to-day administration
• Processing new business across pensions, investments and protection
• Preparing documentation for client meetings and annual reviews
• Producing basic suitability reports for annual reviews
• Managing client records and maintaining back-office systems
• Liaising with clients and providers to progress cases efficiently
• Providing a highly personable, relationship-led client experience

About You

• Previous experience within an IFA / Financial Planning industry is essential
• Experience supporting advisers with administrative processes
• Some exposure to suitability report writing (even at a basic level) would be a advantage
• Strong organisational skills and attention to detail
• Confident communicator with a client-first approach
• Comfortable working in a collaborative, small team environment

What's on Offer

• Salary up to £35,000 (DOE)
• Hybrid and flexible working
• 25 days holiday + bank holidays
• Bonus scheme
• Study support and progression into advising
• Supportive, friendly working culture
• Opportunity to build closer relationships with clients and advisers

This is an excellent opportunity for an experienced administrator who enjoys client interaction and wants to be part of a business that truly values long-term relationships and quality service.

Please apply today or contact NJR Recruitment quoting NJR16568 for more information