Client Liaison Coordinator
2 weeks ago
NJR Recruitment is representing a highly regarded Financial Services organisation that is based in the UK.
Our client holds an excellent reputation within the industry and provides Independent Financial Advice to both private clients and business owners.
Due to internal progression, an exciting, and newly created opportunity is now available to join their client services team as an IFA Administrator.
This role will suit someone who has been working within a Financial Services Practice, and who has strong product knowledge within High Net Worth Pensions & Investments, with excellent experience of delivering a first-class service to clients.
Key Responsibilities- Providing efficient administrative support to a number of Financial Advisors
- Preparation of correspondence including letters and emails
- Being the main point of contact for Financial Advisors, clients, life offices and members of the business
- Maintenance of all administration systems
- Ensuring daily workflow is completed
- Assist with the management of the Financial Advisors' portfolio of existing business
- Prepare new business and review packs
- Undertake general administration tasks including filing, photocopying and scanning duties
- Hybrid working
- 25 days annual leave
- A day off for your birthday
- Contributory pension scheme
- Private Healthcare
- Life assurance
- Health insurance
- Charity volunteer days
- Career Development
- Cycle to work scheme
Ideally, those applying will offer a minimum of 12 months experience working in a similar role with whole of the market product knowledge and strong use of Provider Platforms.
Those offering some industry qualifications are of high advantage, however this is not essential. Full study support is on offer for those who are keen to progress.
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