Senior Financial Planning Coordinator
2 days ago
About the Role
We are seeking a highly skilled Senior Financial Planning Coordinator to join our team at NJR Recruitment. This is an exciting opportunity for you to work closely with financial advisors and directors, providing technical support and expertise in financial planning.
Key Responsibilities
- Financial Planning: Inform and advise on key financial planning factors, helping clients achieve their goals and objectives.
- Plan Utilization: Use suitable plans and products to deliver exceptional results for our clients.
- Reporting and Illustration: Organize reports and illustrations in a timely manner, ensuring accurate and reliable information.
Benefits of Working with Us
This role offers a unique chance to work with an established firm of financial planners, providing a supportive and collaborative environment. Our team is dedicated to delivering exceptional service, and we are committed to helping our clients achieve their goals.
Salary Details
The estimated annual salary for this position is £45,000 - £55,000 depending on experience, location, and qualifications.
Requirements and Qualifications
To be successful in this role, you will need excellent communication and problem-solving skills, as well as a strong understanding of financial planning principles and practices. You should have experience working in a similar role, preferably in the financial services industry.
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