Financial Services Coordinator
1 day ago
Job Summary: NJR Recruitment is partnering with a reputable firm of Independent Financial Advisers to recruit a highly skilled Financial Planning Assistant. The successful candidate will be responsible for providing administrative support to the financial planning team, ensuring timely and accurate delivery of financial plans and advice.
About Our Client: Our client is a well-established small company based in a beautiful village around 6 miles from Crewe. They pride themselves on offering a unique and supportive working environment, where staff can thrive and grow professionally.
Key Responsibilities:
- Providing administrative support to the financial planning team, including data entry and document preparation
- Assisting with the preparation of financial plans and advice, ensuring accuracy and attention to detail
- Maintaining accurate records and databases, ensuring compliance with regulatory requirements
What We Offer:
- Competitive salary: £35,000 - £45,000 per annum (dependent on experience)
- Company pension scheme (3% & 5% employer contributions)
- 23 days annual leave, plus bank holidays
- Free onsite parking
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