Junior Financial Planning Administrator

Junior Financial Planning AdministratorYork £25,000- £27,000NJR are currently working with a leading Independent Wealth Management Advisory firm based on the outskirts of York who are looking for a Junior IFA Administrator to join their ambitious, expanding and technically astute team.The main purpose of your role will be to provide full admin support to the extremely successful Financial Planners, whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.Responsibilities include: Processing New Business Liaising with clients and providersObtaining valuationsChecking all compliance paperwork is present Creating meeting packs ahead of client meetingsAnswering incoming queries Provide support to a busy financial plannerWhat''s in it for you?21 Days Holiday + Bank HolidaysExcellent progression and DevelopmentStudy supportDeath in Service x 4Private Health InsuranceShare Incentives Cycle to work schemeWhat we need from you?A finance or maths related degree A genuine interest in a career in financial planning Those working wards Level 4 qualifications will be of most interest.You will have excellent Microsoft and Excel skillsSolid communication and interpersonal skillsOur client is looking for someone with a can-do attitude, who can deliver a first class service to clients as well as having the ability to build strong relationships and displaying professionalism at all times.For further information please contact one ..... full job details .....