SJP Administrator in Wakefield - NJR Recruitment

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