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Financial Planning Coordinator

2 months ago

Eastleigh, Hampshire, United Kingdom NJR Recruitment Full time
About the Role

NJR Recruitment is proud to represent a highly respected Wealth Management organization based in the Eastleigh area.

Our client is renowned for providing independent wealth management advice to private clients and business owners. Due to internal growth, an exciting opportunity has arisen to join their client services team as an IFA Administrator.

What We Offer
  • Flexible hybrid working arrangement
  • 25 days annual leave
  • A dedicated day off for your birthday
  • Contributory pension scheme
  • Private healthcare
  • Life assurance
  • Health insurance
  • Charity volunteer days
  • Career development opportunities
  • Cycle to work scheme

This role is ideal for someone with experience working in an IFA/Wealth Management practice, possessing strong product knowledge in HNW Pensions & Investments, and delivering exceptional client service.

Key Responsibilities
  • Providing administrative support to a team of IFA's
  • Preparing correspondence, including letters and emails
  • Serving as the primary point of contact for IFA's, clients, life offices, and business members
  • Maintaining administration systems
  • Ensuring daily workflow is completed
  • Assisting with the management of IFA's portfolio of existing business
  • Preparing new business and review packs
  • Performing general administration tasks, including filing, photocopying, and scanning duties

Applicants should offer a minimum of 12 months experience in a similar role, with whole-of-market product knowledge and strong use of provider platforms. Industry qualifications are advantageous, but not essential. Full study support is available for those keen to progress.

For further information, please apply today or contact one of our specialist consultants quoting REF: NJR15180.