Financial Operations Coordinator
1 week ago
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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