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Financial Planning Coordinator

2 months ago

Huddersfield, Kirklees, United Kingdom NJR Recruitment Full time

NJR Recruitment is pleased to be working with a well-established financial services organization that specializes in providing high-quality financial planning advice to individuals and families.

Our client is seeking an experienced Financial Planning Administrator to support their team of financial advisors who provide expert guidance on a range of financial products and services.

Key Responsibilities:

  • Arrange client meetings and manage diaries
  • Prepare client valuations and meeting packs
  • Process new business applications
  • Perform general office duties
  • Liaise with providers to obtain information related to client policies
  • Input data into client management systems

Requirements:

  • Previous experience working in financial services
  • Good general knowledge of the financial planning industry and products
  • Excellent communication skills

This is an excellent opportunity for a motivated and organized individual to join a dynamic team and contribute to the success of our client's financial planning practice.