Financial Planning Coordinator
5 days ago
We are excited to be working with a well-established wealth management firm that provides holistic financial services to their esteemed client base.
What's in it for you?
- Competitive basic salary
- Generous holiday entitlement
- Flexible working arrangements
- Opportunities for development and progression
This role offers the chance to work closely with experienced advisers and paraplanning teams, providing support and contributing to the success of the firm.
Key responsibilities:
- Processing new applications and suitability reports
- Dealing with client queries and providing excellent customer service
- Obtaining quotes and valuations from product providers
- Liaising with internal teams and external partners
- General administration duties to support the team
Requirements:
- Strong working knowledge and experience of financial services
- Ability to prioritize tasks and work effectively in a team
- Excellent communication and interpersonal skills
- Accuracy and attention to detail in written and numerical work
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Financial Planning Coordinator
4 weeks ago
York, York City, United Kingdom NJR Recruitment Full timeWe are excited to be partnering with a well-established wealth management firm specializing in providing comprehensive financial services to their esteemed client base. Due to growth, a position has become available for an experienced Financial Planning Coordinator to join their team.
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Financial Planning Coordinator
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York, York City, United Kingdom NJR Recruitment Full timeWe are excited to be partnering with a well-established wealth management firm specializing in providing comprehensive financial solutions to their esteemed client base. Due to growth, a position has become available for an experienced Financial Planning Coordinator to join their team. What's in it for you? Competitive basic salaryGenerous holiday...
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Financial Planning Coordinator
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York, York City, United Kingdom NJR Recruitment Full timeWe are excited to be partnering with a well-established wealth management firm specializing in providing comprehensive financial solutions to their esteemed client base. Due to growth, a position has become available for an experienced Financial Planning Coordinator to join their team. What's in it for you? Competitive basic salaryGenerous holiday...
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York, York City, United Kingdom NJR Recruitment Ltd Full timeFinancial Planning Administrator **About the Role** We are delighted to be working with a well-established wealth management firm specialising in providing holistic financial services to their well-established client bank. Due to growth, a position has become available for an experienced Financial Planning Administrator to join their team. **What's in it...
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York, York City, United Kingdom NJR Recruitment Full timeFinancial Planning Administrator OpportunityWe are excited to be working with a well-established wealth management firm that provides holistic financial services to their client base. Due to growth, a position has become available for an experienced Financial Planning Administrator to join their team.What We OfferCompetitive basic salaryGenerous holiday...
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York, York City, United Kingdom NJR Recruitment Full timeFinancial Planning Administrator OpportunityWe are excited to be working with a well-established wealth management firm that provides holistic financial services to their valued client base. Due to growth, a position has become available for an experienced Financial Planning Administrator to join their team.What We OfferCompetitive basic salaryGenerous...
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York, York City, United Kingdom NJR Recruitment Full time{"title": "Financial Planning Administrator", "content": "Role OverviewWe are excited to be working with a well-established wealth management firm that provides holistic financial services to their valued client base.This role offers an excellent opportunity for a skilled Financial Planning Administrator to join their team and contribute to the success of...
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York, York City, United Kingdom NJR Recruitment Full time{"title": "Financial Planning Administrator", "content": "Role OverviewWe are excited to be working with a well-established wealth management firm that provides holistic financial services to their valued client base.This role offers an excellent opportunity for a skilled Financial Planning Administrator to join their team and contribute to the success of...
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