Financial Planning Coordinator

1 day ago


Nottingham, United Kingdom NJR Recruitment Ltd Full time
About the Role

NJR Recruitment Ltd is seeking a highly organized and detail-oriented Financial Planning Administrator to join their team. As a key member of the team, you will provide administrative support to financial planners and assist with various tasks related to client business processing.

Key Responsibilities
  • Work closely with financial planners to process client business and interact with pension and investment product providers.
  • Prepare for client meetings, including preparing meeting packs and mandates for signing.
  • Manage diaries, greet clients and visitors, and answer telephone calls.
  • Maintain accurate client records, back-office systems, and shared folders.
  • Prepare first meeting packs, annual review meeting documents, and post-client review meeting reports.
  • Assist with new business support and generate fee invoices using company systems.
Requirements
  • Previous experience in an administration role within financial planning or pensions.
  • Strong knowledge of MS Office, specifically Word, Excel, PowerPoint, and SharePoint.
  • Excellent organizational skills and attention to detail.
About NJR Recruitment Ltd

NJR Recruitment Ltd is a leading recruitment agency specializing in financial services and administration roles. Our team is dedicated to providing exceptional service and support to our clients and candidates.



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