Senior Financial Administrator
3 weeks ago
NJR Recruitment is seeking a skilled Pensions and Investment Coordinator to join a reputable financial services practice. The ideal candidate will have prior experience working in financial planning, with a strong understanding of pensions, investments, and other financial planning products. A competitive salary of £40,000 - £55,000 per annum, depending on experience, is offered for this role.
About the Role
This Pensions and Investment Coordinator will work closely with a team of senior financial planners to advise clients on all aspects of pensions, investments, and protection products. Responsibilities will include creating client valuations and illustrations, maintaining accurate records, and providing exceptional customer service. The ideal candidate will have excellent communication skills, be able to work effectively in a team environment, and have a keen eye for detail.
Benefits
This role offers a range of benefits, including generous bonus schemes, hybrid working arrangements, flexible hours, free parking, healthcare scheme, half-price gym membership, pension, and career development opportunities.
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Senior Financial Services Administrator
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York, York City, United Kingdom NJR Recruitment Full timeJob Title: Senior Financial Services AdministratorLocation: YorkSalary: £24,000 - £27,000 per annumNJR Recruitment is a leading recruitment agency specialising in financial services placements. We are currently working with a well-established financial services practice who require an ambitious and experienced Financial Planning Administrator to join their...
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York, York City, United Kingdom NJR Recruitment Full timeAbout the RoleProviding administration support to a team of senior financial planners.Processing new business applications and creating client valuations and illustrations.Liaising with product providers and third parties.Preparing pre-meeting documentation for the adviser.Diary management and speaking to clients.We are looking for someone who is organised,...
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Administrator for Financial Services
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Senior Pensions Administrator Role
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York, York City, United Kingdom NJR Recruitment Full timeFinancial Planning Administrator Job DescriptionWe are currently seeking a highly motivated and organized Financial Planning Administrator to join our team. The successful candidate will provide administrative support to the finance and planning departments, ensuring seamless day-to-day operations.Key ResponsibilitiesProvide Administrative Support to Finance...
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