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Financial Planning Coordinator

4 weeks ago


Sheffield, Sheffield, United Kingdom NJR Recruitment Full time

NJR Recruitment is proud to represent a highly respected national Independent Wealth Management organisation, based in the Sheffield area, as they expand their team.

What are the benefits?

  • 25 days annual leave + Bank Holidays
  • Hybrid working
  • A additional day off for your birthday
  • Contributory pension scheme
  • Private Healthcare
  • Life assurance
  • Health insurance
  • Charity volunteer days
  • Career Development
  • Cycle to work scheme

The client holds an excellent reputation within the industry and offers whole of market advice to both private clients and business owners.

This exciting opportunity is now available to join their client services team as an Administrator to provide full admin support to the Planners.

Working predominantly from home, with just two days a week in the office, this role will suit someone who has been working within an IFA / Wealth Management Practice, and who has strong product knowledge, mainly within HNW Pensions & Investments.

With excellent experience of delivering a first-class service to Clients and Consultants, this role will include:

Full admin support to the Planners

Providing exceptional service to Clients and Consultants

Maintaining accurate records and data

Collaborating with the team to achieve business objectives