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Financial Services Coordinator

2 months ago

Knutsford, Cheshire East, United Kingdom NJR Recruitment Full time

Job Summary:

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

About the Role:

This is an exciting opportunity to provide full business support to a team of Chartered Financial Consultants and Technical Paraplanners.

Key Responsibilities:

  • Process new business and manage client relationships
  • Service existing business and create client valuations
  • Work with platforms and intelligent office systems
  • Regularly communicate with clients and wrap/platform providers

Requirements:

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

Those who are 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.