Financial Services Coordinator

5 days ago


Knutsford, Cheshire East, United Kingdom NJR Recruitment Full time
Financial Services Administrator

We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at NJR Recruitment. As a key member of our client's practice, you will play a vital role in supporting two Financial Advisers and working alongside an Administrator/PA.

Key Responsibilities:
  • Manage the Salesforce database to ensure accurate and up-to-date information.
  • Prepare pre-meeting documentation for the Adviser, ensuring all necessary details are included.
  • Coordinate Client Annual Reviews, ensuring timely and efficient completion.
  • Arrange Client appointments and process new business applications.
  • Create Client Valuations & Illustrations, and chase Letters of Authority.
  • Liaise with Product Providers and third parties to ensure seamless communication.

As a successful candidate, you will have previous experience working for a firm of Financial Planners or a Provider. You will possess excellent communication skills, be smartly presented, and have the ability to liaise with HNW Individuals. If you are keen to develop your skills and progress within Financial Planning, we encourage you to apply.

Requirements:

  • Previous experience working for a firm of Financial Planners or a Provider.
  • Excellent communication skills.
  • Ability to liaise with HNW Individuals.

What We Offer:

  • First-class training and support.
  • Ongoing career development opportunities.


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