Financial Planning Coordinator

2 months ago


Huddersfield, Kirklees, United Kingdom NJR Recruitment Full time
Financial Planning Administrator

We are seeking an experienced Financial Services Administrator to support our wealth advisers in providing high-quality personal advice on various aspects of financial planning.

About the Role:

  • Support the wealth advisers in providing advice on pensions and investment products.
  • Assist with administrative tasks, such as data entry and record-keeping.
  • Develop strong relationships with clients to understand their financial needs and goals.
  • Work collaboratively with the team to achieve business objectives.

About Our Client:

Our client is a well-established wealth management practice based on the outskirts of Huddersfield. They specialize in providing personalized advice on various aspects of financial planning.

What We Offer:

A competitive salary and benefits package, as well as opportunities for professional growth and development.



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