Junior Financial Services Coordinator
3 weeks ago
NJR Recruitment is seeking an experienced Financial Planning Administrator to join their team in York. The successful candidate will be responsible for providing administrative support to our financial planning team, assisting with client engagement, and maintaining accurate records.
Key Responsibilities:
- Providing exceptional administrative support to the financial planning team.
- Assisting with the preparation of client reports and presentations.
- Maintaining accurate records and databases.
- Supporting the development of new business opportunities.
Requirements:
- 2+ years of experience in a similar role.
- Excellent communication and interpersonal skills.
- Ability to maintain confidentiality and handle sensitive information.
- Familiarity with financial planning software and systems.
Benefits:
- Competitive salary range of £24,000 - £27,000 per annum.
- Opportunities for career growth and professional development.
- A dynamic and supportive work environment.
- Hybrid working arrangements.
- Flexible hours.
- Free parking.
- A comprehensive healthcare scheme.
- Half price gym membership.
- Pension contributions.
- Study support for professional qualifications.
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