IFA Operations Coordinator

2 days ago


Hessle and Hill Top, United Kingdom NJR Recruitment Careers Full time

NJR Recruitment Careers is excited to announce a new opportunity for an experienced and talented professional to join their team as an IFA Operations Coordinator.

This role is ideal for someone seeking a challenging and rewarding position in a well-established financial planning practice, with a competitive salary and excellent benefits package.

Key Responsibilities:

  • Supporting Financial Planners and the Senior Paraplanner with all aspects of administration
  • Processing New Business
  • Dealing with client queries
  • Managing an Adviser's diary
  • Creating meeting packs

The successful candidate will receive full study support and a personalized development plan, with opportunities for ongoing development and progression within the company.



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