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Financial Planning Coordinator

2 months ago

York, United Kingdom NJR Recruitment Ltd Full time

Financial Planning Administrator

**About the Role**

We are working with a well-established wealth management firm that provides holistic financial services to their client bank. Due to growth, a position has become available for an experienced Financial Planning Administrator to support their team.

**What We Offer**

* Excellent basic salary
* 25 days holiday + Bank Holidays
* Christmas shut down
* Hybrid working after probation
* Development and progression

**Key Responsibilities**

Working closely with the advisers and paraplanning team, this role can offer excellent development with suitability report writing and annual reviews. Duties will include:

* Processing new applications
* Writing suitability reports
* Dealing with client queries
* Obtaining quotes and valuations
* Liaising with product providers and other 3rd parties
* General administration duties

**Requirements**

* Strong working knowledge and experience of financial services
* Ability to prioritise own workload as well as being a good team player
* Be able to demonstrate accuracy and attention to detail in written and numerical work
* Excellent communication and interpersonal skills
* Previous experience of Xplan preferred but not essential

**Contact Us**

If you think you have the right experience for this role and are looking for an interesting, varied and challenging role with potential for personal growth, contact NJR Recruitment Ltd today.