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Wealth Management Operations Coordinator

2 months ago

Leeds, United Kingdom NJR Recruitment Ltd Full time
Position: Financial Planning Administrator

Location: Leeds

Salary: £24,000 - £29,000

NJR Recruitment Ltd is excited to partner with a prominent wealth management firm that excels in delivering exceptional personal advisory services to both UK and international clientele.

About the Role:
Situated on the outskirts of Leeds, our client is seeking a skilled Financial Services Administrator to assist a dedicated team of Advisors. This role encompasses a comprehensive range of responsibilities related to pensions, investments, and various financial products.

What We Offer:
  • 25 Days Annual Leave + Public Holidays
  • Attractive Bonus Structure
  • Flexible Working Hours and Hybrid Work Options Post-Probation
  • Life Insurance Coverage up to £100,000
  • Private Health Insurance
  • Company Pension Scheme
  • Complimentary Parking
  • Outstanding Training and Development Opportunities
  • Full Support for Professional Qualifications

Key Responsibilities:
  • Preparing client valuation reports and meeting documentation
  • Processing new business submissions
  • Entering data into the client management system
  • Managing letters of authority
  • Maintaining accurate client records
  • Coordinating with clients, providers, and third-party entities
  • Assisting with ad-hoc projects and administrative duties as required

Candidate Requirements:
  • Proven experience in wealth management is crucial
  • Strong communication and interpersonal abilities
  • Exceptional attention to detail

If you are interested in joining a dynamic financial advisory firm that offers excellent opportunities for long-term career growth and development, we encourage you to explore this opportunity.