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 organisational abilities Confidence using CRM systems and handling client data A proactive, team-focused mindset with a client-first attitude

What's on Offer: Salary: Up to £30,000 + discretionary bonus Clear progression pathways with potential for future salary increases 35 Hour week 25 days holiday + bank holidays Pension scheme Death in service Scheme Additional reward days & performance recognition

If you thrive in a supportive, fast-paced environment and enjoy building lasting relationships with clients, we'd love to hear from you.

For more info or to apply confidentially, or contact NJR Recruitment quoting NJR17030