Financial Planning Coordinator

1 week ago

Eastleigh, Hampshire, United Kingdom NJR Recruitment Full time

NJR Recruitment is pleased to be representing a highly regarded Wealth Management organisation based in the Eastleigh area. Our client holds an excellent reputation within the industry and provides Independent Wealth Management advice to both private clients and business owners. Due to internal progression, an exciting opportunity has arisen to join their client services team as an IFA Administrator.

**What We Offer**

* Hybrid working arrangement
* 25 days annual leave
* A day off for your birthday
* Contributory pension scheme
* Private Healthcare
* Life assurance
* Health insurance
* Charity volunteer days
* Career Development
* Cycle to work scheme

This role will suit someone who has been working within an IFA / Wealth Management Practice, and who has strong product knowledge within HNW Pensions & Investments, with excellent experience of delivering a first-class service to clients.

**Key Responsibilities**

* Providing efficient administrative support to a number of IFA's
* Preparation of correspondence including letters and emails
* Being the main point of contact for IFA's, clients, life offices and members of the business
* Maintenance of all administration systems
* Ensuring daily workflow is completed
* Assist with the management of the IFA's portfolio of existing business
* Prepare new business and review packs
* Undertake general administration tasks including filing, photocopying and scanning duties

**Requirements**

* A minimum of 12 months experience working in a similar role with whole of the market product knowledge and strong use of Provider Platforms
* Industry qualifications are of high advantage, however this is not essential
* Full study support is on offer for those who are keen to progress

For further information, please apply today or contact one of our specialist consultants.

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