NJR Recruitment is delighted to be working with a well-established family run firm of Financial Planners who have an exciting opportunity for an ambitious and pro-active Corporate Finance Administrator to join their offices in Leeds City Centre.

This is a genuinely exciting opportunity for an ambitious individual who is looking for a career within the financial planning industry.

Daily responsibilities will consist of:

Creating new client packs

Input Fact Find details into client database

Prepare and send off authority letters and send to client for signature

Check all Anti-Money Laundering information is current and relevant checks have taken place

Obtain Illustrations, application forms, key feature documents and other relevant supporting documentation

Submit new business

Track new business and current position, updating planner/paraplanner accordingly

Prepare for client reviews

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

Full Study Support and Career Development

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

Our client is looking for someone with a can-do attitude, who is self-motivated, efficient, and hardworking and has the ability to work within fast paced busy, professional and growing firm.

For more information, please apply today or contact NJR Recruitment quoting NJR14866