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Financial Planning Coordinator

2 months ago

York, York City, United Kingdom NJR Recruitment Full time
Financial Planning Administrator

We are delighted to be working with a well-established wealth management firm, specialising in providing holistic financial services to their esteemed client base.

What We Offer
  • Competitive Basic Salary
  • 25 Days Holiday + Bank Holidays
  • Christmas Shut Down
  • Hybrid Working Arrangements
  • Development and Progression Opportunities

As a Financial Planning Administrator, you will work closely with our financial services team to provide support and contribute to the success of our business.

Key Responsibilities
  • Process new applications and ensure timely completion
  • Write suitability reports and annual reviews
  • Deal with client queries and provide excellent customer service
  • Obtain quotes and valuations from relevant financial institutions
  • Liaise with financial product providers and other third-party service providers
  • Perform general administrative duties to support the team
Requirements
  • Strong working knowledge and experience of financial services
  • Ability to prioritise workload and work effectively as part of a team
  • Demonstrate accuracy and attention to detail in written and numerical work
  • Excellent communication and interpersonal skills
  • Previous experience of financial software is desirable but not essential

If you are a motivated and experienced individual looking for a challenging and rewarding role with opportunities for growth and development, we encourage you to explore this opportunity further.