Financial Planning Coordinator

3 weeks ago


Huddersfield, Kirklees, United Kingdom NJR Recruitment Full time
About the Role

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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