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Financial Planning Coordinator

2 months ago

York, York City, United Kingdom NJR Recruitment Full time

We are excited to be partnering with a well-established wealth management firm specializing in providing comprehensive financial solutions to their esteemed client base. Due to growth, a position has become available for an experienced Financial Planning Coordinator to join their team.

What's in it for you?

  • Competitive basic salary
  • Generous holiday entitlement
  • Flexible working arrangements
  • Opportunities for development and progression
  • Collaborative and dynamic work environment

Working closely with the financial advisors and planning team to provide support, this role can offer excellent opportunities for growth and development with suitability report writing and annual reviews.

Key Responsibilities:

  • Processing new applications and managing client relationships
  • Writing comprehensive suitability reports and annual reviews
  • Providing exceptional customer service and resolving client queries
  • Obtaining quotes and valuations from various providers
  • Liaising with product providers and other stakeholders
  • Performing general administrative duties to support the team

Requirements:

  • Strong working knowledge and experience of financial services and regulations
  • Ability to prioritize tasks and manage workload effectively
  • Excellent communication and interpersonal skills
  • Previous experience with financial planning software preferred but not essential
  • Ability to work in a fast-paced environment and adapt to changing priorities

If you are a motivated and detail-oriented individual looking for a challenging and rewarding role in financial services, we encourage you to apply for this exciting opportunity.