SJP Administrator Wakefield/Leeds £27,000 - £30,000 Are you passionate about delivering an outstanding service within financial planning? NJR Recruitment is currently supporting a fast-growing wealth management firm in Wakefield to recruit an experienced SJP Administrator who will be the first point of contact for valued clients. This is a fantastic opportunity to join a professional and ambitious team where you'll play a key role in client communication, appointment preparation, and CRM management-helping to shape the client journey from start to finish. What You'll Do: Arrange client meeting and manage adviser diaries Handle incoming client enquiries and ensure positive outcomes Proactively engage with clients before, during, and after adviser meetings Manage client communications, events, and prospecting contact strategies Maintain and update CRM (Salesforce) to ensure smooth workflow and accurate records Prepare for adviser meetings and liaise with external providers for policy/scheme information What We're Looking For: Experience in a financial services-based customer service or client support role within an SJP firm Strong communication skills, both written and verbal Excellent attention to detail and ...
SJP Administrator employer: NJR Recruitment Careers
Join a well-established insurance broker in Stockport as a Commercial Account Handler, where your expertise will be valued in a collaborative and client-focused environment. With competitive salary packages, ongoing training, and hybrid working options, this role offers excellent opportunities for professional growth and development, making it an attractive place for those seeking meaningful employment in the insurance sector.
