Financial Planning Coordinator
3 weeks ago
NJR Recruitment is delighted to be currently working with a well-established financial services organization that specializes in providing high-quality personal advice on various aspects of financial planning.
As a Financial Planning Administrator, you will play a crucial role in supporting the wealth advisers who advise on a range of pensions and investment products.
Key Responsibilities:
- Arranging client meetings and diary management
- Preparing client valuations and meeting packs
- Processing new business applications
- Undertaking general office duties
- Liaising with providers to obtain information relating to clients' policies
- Inputting data onto client management system
Requirements:
- Previous experience working within wealth management
- Good general knowledge of the financial planning industry and products
- Excellent communication skills
What We Offer:
- Excellent basic salary
- Annual bonus scheme
- Hybrid working
- Free parking
- Company pension
- Lots of social/team building events
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Huddersfield, Kirklees, United Kingdom NJR Recruitment Full timeAbout the RoleNJR Recruitment is proud to be partnering with a reputable wealth management practice that excels in providing expert advice on various aspects of financial planning.Based in the outskirts of Huddersfield, our client is seeking an experienced Financial Services Administrator to support the wealth advisers in advising on a range of Pensions and...
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Huddersfield, Kirklees, United Kingdom NJR Recruitment Full timeJob OverviewNJR Recruitment is delighted to be currently working with a well-established wealth management practice that specializes in providing high-quality personal advice on various aspects of financial planning.Our client is seeking an experienced Financial Services Administrator to support the wealth advisers who advise on a range of pensions and...
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Financial Planning Coordinator
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Huddersfield, Kirklees, United Kingdom NJR Recruitment Full timeJob OverviewNJR Recruitment is currently working with a well-established wealth management practice that provides high-quality personal advice on various aspects of financial planning.The practice is seeking an experienced Financial Services Administrator to support the wealth advisers who advise on a range of pensions and investment products.Key...
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Financial Planning Coordinator
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Huddersfield, Kirklees, United Kingdom NJR Recruitment Full timeJob OverviewNJR Recruitment is currently working with a well-established wealth management practice that provides high-quality personal advice on various aspects of financial planning.The practice is seeking an experienced Financial Services Administrator to support the wealth advisers who advise on a range of pensions and investment products.Key...
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Huddersfield, Kirklees, United Kingdom NJR Recruitment Careers Full timeNJR Recruitment Careers is seeking a skilled Financial Services Administrator to support the wealth advisers at a well-established wealth management practice.Based in a scenic location, our client is looking for an experienced professional to assist with a range of tasks, including:Coordinating client meetings and managing diariesPreparing client valuations...
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Huddersfield, Kirklees, United Kingdom NJR Recruitment Full timeNJR 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...
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Huddersfield, Kirklees, United Kingdom NJR Recruitment Full timeNJR 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 advice on a range of financial...
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Huddersfield, Kirklees, United Kingdom NJR Recruitment Full timeNJR 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 advice on a range of financial...
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Huddersfield, Kirklees, United Kingdom NJR Recruitment Full timeFinancial Planning AdministratorWe are seeking an experienced Financial Services Administrator to support our wealth advisers in providing high-quality personal advice on various aspects of financial planning.About the Role:Support the wealth advisers in providing advice on pensions and investment products.Assist with administrative tasks, such as data entry...
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Huddersfield, Kirklees, United Kingdom NJR Recruitment Full timeFinancial Planning AdministratorWe are seeking an experienced Financial Services Administrator to support our wealth advisers in providing high-quality personal advice on various aspects of financial planning.About the Role:Support the wealth advisers in providing advice on pensions and investment products.Assist with administrative tasks, such as data entry...
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Huddersfield, Kirklees, United Kingdom NJR Recruitment Full timeFinancial Planning Administrator OpportunityNJR Recruitment is currently working with a well-established wealth management practice that provides high-quality personal advice on various aspects of financial planning.Based in the outskirts of Huddersfield, our client is seeking an experienced Financial Services Administrator to support the wealth advisers in...
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Huddersfield, Kirklees, United Kingdom NJR Recruitment Full timeFinancial Planning Administrator OpportunityNJR Recruitment is currently working with a well-established wealth management practice that provides high-quality personal advice on various aspects of financial planning.Based in the outskirts of Huddersfield, our client is seeking an experienced Financial Services Administrator to support the wealth advisers in...
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Huddersfield, Kirklees, United Kingdom NJR Recruitment Full timeFinancial Planning AdministratorNJR Recruitment is currently working with a well-established wealth management practice that provides high-quality personal advice on various aspects of financial planning.Based in the outskirts of Huddersfield, our client is seeking an experienced Financial Services Administrator to support the wealth advisers who advise on a...
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Financial Planning Coordinator
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Huddersfield, Kirklees, United Kingdom NJR Recruitment Full timeFinancial Planning AdministratorNJR Recruitment is currently working with a well-established wealth management practice that provides high-quality personal advice on various aspects of financial planning.Based in the outskirts of Huddersfield, our client is seeking an experienced Financial Services Administrator to support the wealth advisers who advise on a...
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Huddersfield, Kirklees, United Kingdom NJR Recruitment Full timeAbout the RoleNJR Recruitment is delighted to be currently working with a well-established financial services organization that specializes in providing high-quality personal advice on various aspects of financial planning.Our client is seeking an experienced Financial Services Administrator to support the wealth advisers who advise on a range of pensions...