Financial Planning Coordinator

1 week ago


Keighley, Bradford, United Kingdom NJR Recruitment Full time

Job Summary

NJR Recruitment is seeking an experienced Financial Services Administrator to support a small team of Advisers in a well-established wealth management practice.

About the Role

The successful candidate will be responsible for preparing client valuations and meeting packs, processing new business applications, and inputting data onto client management systems.

Key Responsibilities

  • Preparing client valuations and meeting packs
  • Processing new business applications
  • Inputting data onto client management systems
  • Dealing with letters of authority
  • Maintaining client records
  • Liaising with clients, providers, and other third parties
  • Ad-hoc projects and administrative tasks as necessary

Requirements

The ideal candidate will have previous experience working in wealth management, excellent communication and interpersonal skills, and good attention to detail.

What We Offer

  • 25 days' holiday + bank holidays
  • Generous bonus scheme
  • Flexible hours and hybrid working after probation period
  • 100k death in service cover
  • Private medical insurance
  • Company pension
  • Free parking
  • Excellent training and development options
  • Full study support towards industry qualifications


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