Financial Planning Coordinator

4 days ago


Leicester, Leicester, United Kingdom NJR Recruitment Full time
Job Overview

About NJR Recruitment

NJR Recruitment is a leading recruitment agency specializing in financial services placements. We are proud to partner with a well-established Independent Financial Advisers, who have achieved consistent year-on-year growth.

Job Description

Key Responsibilities:

  • Provide administrative support to the financial planning team, ensuring seamless day-to-day operations.
  • Manage and maintain accurate records, databases, and spreadsheets, ensuring data integrity and compliance.
  • Coordinate and schedule meetings, appointments, and travel arrangements for the team.
  • Develop and maintain relationships with clients, stakeholders, and internal teams, providing exceptional customer service.
  • Assist in the preparation of financial reports, presentations, and other materials, ensuring timely and accurate delivery.

Benefits:

  • 25 days holiday plus bank holidays.
  • Generous non-contributory group pension scheme.
  • Free parking.
  • On-site gym.
  • Fully office-based environment.

Requirements:

  • Proven experience in a financial services administration role.
  • Excellent communication, organizational, and time management skills.
  • Ability to maintain confidentiality and handle sensitive information.
  • Proficiency in Microsoft Office, particularly Excel, Word, and PowerPoint.
  • Strong attention to detail and ability to work accurately under pressure.

What We Offer:

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


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