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Financial Services Coordinator

2 months ago

Knutsford, Cheshire East, United Kingdom NJR Recruitment Full time
Senior Administrator - Wealth Management

We are seeking an experienced Financial Services Administrator to join our client, a small, established, and growing firm of Financial Advisers. The successful candidate will support a Financial Adviser and work alongside an Administrator, contributing to the Practice's success at an exciting time.

Key Responsibilities:

  • Providing administrative support to a Financial Adviser and the Practice team
  • Assisting with client onboarding and data management
  • Supporting the development of business plans and strategies
  • Maintaining accurate records and reports

Requirements:

  • Proven experience in a Financial Services administration role
  • Excellent communication and organizational skills
  • Ability to work in a fast-paced environment
  • Strong attention to detail and accuracy

What We Offer:

  • A competitive salary and benefits package
  • Opportunities for professional development and growth
  • A dynamic and supportive work environment

Salary: Up to 30,000