At a Glance
- Tasks: Prepare and coordinate client advice cases, ensuring accuracy and compliance.
- Company: Join a growing financial planning firm in Wakefield with a collaborative team.
- Benefits: Enjoy hybrid working after probation and a supportive work environment.
- Other info: Great opportunity for career growth in a structured, process-driven environment.
- Why this job: Make a real difference by delivering high-quality client documentation.
- Qualifications: Attention to detail and strong organisational skills are essential.
The predicted salary is between 30000 - 40000 £ per year.
NJR Recruitment is looking for a Client Reporting Administrator in Wakefield to join a growing financial planning firm.
You will own preparation and coordination of client advice cases, ensuring accuracy and compliance, delivering high-quality client documentation within a collaborative team.
The role focuses on reviewing client data, preparing suitability documentation, and supporting the advice process from start to finish, in a structured, process-driven environment.
Hybrid after probation.
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Hybrid Client Reporting & Compliance Writer employer: Ontapjobsearch
As a Temporary Part-Time Administrator in Gosforth, you will join a supportive and inclusive work environment that values diversity and encourages personal growth. With benefits like weekly pay, generous annual leave, and discounts at high street brands, we prioritise employee well-being and satisfaction. Our commitment to direct employment ensures you are part of a team that fosters collaboration and professional development, making this an excellent opportunity for those seeking meaningful and rewarding work.
