Financial Operations Coordinator

1 week ago


Birmingham, Birmingham, United Kingdom NJR Recruitment Full time

Job Summary

NJR Recruitment is working with a well-established independent firm of financial planners to find a skilled Senior Administrator to support one of their advisers.

Key Responsibilities

  • Manage new business and client review processes
  • Process client data and documentation
  • Prepare and send authority letters and policy details
  • Monitor and update client databases
  • Ensure compliance with anti-money laundering regulations
  • Support the planning and preparation of client review meetings

Requirements

  • 2+ years of experience as an IFA Administrator
  • Couple of CII exams
  • Strong understanding of processing pensions and investments

About the Company

NJR Recruitment is a leading recruitment agency specializing in financial services and administration roles.



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