Financial Services Coordinator

3 weeks ago


Castleford, Wakefield, United Kingdom NJR Recruitment Full time
Job Opportunity: IFA Administrator Role

NJR Recruitment is seeking an experienced administrator to join the team of a well-established firm of independent financial planners. This role offers a relaxed office environment, excellent bonus package, enhanced non-contributory pension, exam support, progression opportunities, and 21 days holiday plus bank holidays increasing in time to 25 days.

Key Responsibilities:
  • Liaising with clients, providers, and other third parties is essential for this role.
  • General office administration duties include dealing with incoming and outgoing post.
  • The successful candidate will be responsible for processing new applications and sending LOA information requests.
  • They will also prepare meeting packs and obtain valuations and illustrations as required.
Requirements:
  • Previous experience working in a similar role within financial services is necessary.
  • Experience in submitting new business/applications on provider sites is highly valued.
  • Excellent communication skills and a good telephone manner are also essential.
  • A friendly and personable approach is required.
  • Strong computer skills and familiarity with Intelligent Office would be beneficial.
Compensation:

The estimated salary for this role is £27,500, based on the job title, description, and location.



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