Financial Services Coordinator

17 hours ago


Knutsford, Cheshire East, United Kingdom NJR Recruitment Full time
Business Support Role for Financial Planners

NJR Recruitment is partnering with a unique and modern firm of HNW Wealth Planners to find an ambitious and talented candidate to join their expanding team.

The successful candidate will work from a prestigious location in South Manchester, providing full business support to a team of Chartered Financial Consultants and Technical Paraplanners.

The role involves:

  • Processing new business
  • Client management
  • Servicing existing business
  • Platform-based work
  • Creating illustrations and client valuations
  • Regular contact with clients and wrap/platform providers

Candidates should have at least 12 months' experience working for a firm of Financial Planners with knowledge of Pensions, Investments, and Protection products.

Those keen to work towards the R0 exams will be fully encouraged and financially supported. Experience of using Platforms and Intelligent Office is also a distinct advantage.



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