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Financial Planning Coordinator
1 month ago
NJR Recruitment is working with a leading Wealth Management consultancy, renowned for their exceptional standards and strong presence in the Midlands.
Our client has built a stellar reputation within the market, driven by their ongoing growth and success. They now seek a skilled Financial Planning Administrator to join their team, working from their central office in Warwick.
Key Responsibilities- Prepare client financial planning reports and fund switch/review reports
- Conduct research on performance, charges, and illustrations
- Complete tax calculations, including CGT, IHT, and chargeable events
- Maintain due diligence and central research records
- Process new business and issue valuations to clients
- Obtain illustrations and research using Exchange/Exweb, O&M
- Provide client liaison support via phone and face-to-face interactions
- Prepare client files and reviews for advisers/appointments
- Review preparations, including valuation reports
The successful candidate will have previous experience as a Financial Planning Administrator, with knowledge of Platform/Wrap use and back-office systems. A strong interest in pursuing the CII Diploma in Financial Planning is highly desirable.
We are seeking a self-motivated, career-driven, and enthusiastic individual who can work effectively as part of a team and adapt to changing circumstances.
For more information, please contact one of our specialist consultants.
