Pensions and Investment Coordinator

3 weeks ago


York, York City, United Kingdom NJR Recruitment Full time £24,000 - £27,000
Company Information
NJR Recruitment is delighted to partner with a well-established financial services practice in search of an experienced Senior Financial Administrator. The successful 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 £38,000 - £50,000 per annum, depending on experience, is offered for this role.

About the Role
This Senior Financial Administrator will work directly for a small team of senior financial planners who advise high-net-worth individuals on all aspects of pensions, investments, and protection products. Key responsibilities include creating client valuations and illustrations, maintaining accurate records, and providing exceptional customer service. The ideal candidate will possess excellent communication skills, be able to work effectively in a team environment, and have a keen eye for detail.

Requirements
To be successful in this role, you will need to have a good knowledge of pensions, investments, and other financial planning products, as well as previous experience working for a firm of financial planners, a pensions consultancy, or a provider background.

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