Financial Services Coordinator
5 days ago
We are seeking an experienced Financial Services Administrator to join our client, a reputable firm of Financial Advisers, at an exciting time in their growth plans.
Key Responsibilities:
- Act as the primary point of contact for clients, handling queries and providing timely updates on new business.
- Process new business, ensuring clients are informed of progress and meeting regulatory requirements.
- Manage letters of authority, requests for information, and other external communications.
- Coordinate meetings for advisers, ensuring timely review meetings and associated documentation.
- Update client files, process withdrawals, and facilitate portfolio rebalancing.
- Contribute to paraplanning activities, supporting the team in delivering high-quality services.
Requirements:
- Previous experience working in a Financial Planning firm, with excellent communication skills and confidence in client interactions.
- Understanding of the financial industry, with a keen desire to develop skills and progress within Financial Planning.
- Strong organizational skills, with the ability to prioritize tasks and meet deadlines.
About NJR Recruitment:
We are a leading recruitment agency, dedicated to connecting top talent with exciting opportunities in the financial sector. Our team is passionate about delivering exceptional service and supporting our clients in achieving their goals.
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