Financial Planning Coordinator

2 months ago

Huddersfield, Kirklees, United Kingdom NJR Recruitment Full time

Job Summary:

NJR Recruitment is delighted to be currently working with a well-established wealth management firm that specializes in providing high-quality personal advice on various aspects of financial planning.

About the Role:

We are seeking an experienced Financial Services Administrator to support the wealth advisers who advise on a range of pensions and investment products.

Key Responsibilities:

  • Provide administrative support to wealth advisers in the delivery of high-quality financial planning services.
  • Assist with the preparation of client reports and presentations.
  • Manage client data and maintain accurate records.
  • Develop and maintain relationships with clients and other stakeholders.

Requirements:

To be successful in this role, you will have:

  • Experience in a financial services administration role.
  • Strong communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize tasks effectively.
  • Proficiency in Microsoft Office and other relevant software.

What We Offer:

NJR Recruitment is committed to providing a supportive and inclusive work environment. We offer competitive salaries, comprehensive training, and opportunities for career development.

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