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Financial Planning Coordinator

2 months ago


Keighley, Bradford, United Kingdom NJR Recruitment Full time
Financial Planning Administrator Opportunity

NJR Recruitment is proud to be partnering with a well-established wealth management practice to find an experienced Financial Services Administrator to support their team of Advisers.

About the Role:

  • Prepare client valuations and meeting packs
  • Process new business applications
  • Input data onto client management system
  • Deal with letters of authority
  • Maintain client records
  • Liaise with clients, providers, and other 3rd parties
  • Assist with ad-hoc projects and administrative tasks

Requirements:

  • Previous experience working in wealth management is essential
  • Excellent communication and interpersonal skills
  • Good attention to detail

What We Offer:

  • 25 Days Holiday + Bank Holidays
  • Generous Bonus Scheme
  • Flexible hours and Hybrid working after probation period
  • 100k death in service cover
  • Private medical insurance
  • Company Pension
  • Free Parking
  • Excellent Training and development options
  • Full study support towards industry qualifications

Apply Today:

If you are looking to join a thriving financial advisory firm who can offer excellent long term progression and career development, please contact NJR Recruitment for more information.