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Financial Services Coordinator

2 months ago

Knutsford, Cheshire East, United Kingdom NJR Recruitment Full time
Financial Planning Administrator

NJR Recruitment is working in partnership with a unique and modern firm of HNW Wealth Planners. This firm has been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, demonstrating their commitment to providing high levels of professionalism to clients and employees alike.

An exciting opportunity has arisen for an ambitious and talented candidate to join their expanding team. Working from a prestigious location in South Manchester, the successful candidate will be responsible for providing full business support to a team of Chartered Financial Consultants and Technical Paraplanners.

The role will involve:

  • Processing of new business
  • Client management
  • Servicing existing business
  • Platform based work
  • Creating Illustrations & Client Valuations
  • Regular contact directly with clients & wrap/platform providers

To be successful in this role, 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.