Financial Services Coordinator

5 days ago


Knutsford, Cheshire East, United Kingdom NJR Recruitment Full time

A Financial Services Administrator is required to work for our client, a small, established, and growing firm of Financial Advisers.

Supporting two Financial Advisers and working alongside an Administrator / PA, the successful candidate will join the Practice at an exciting time and become a fundamental part of their growth plans.

As part of one of the largest firms of Wealth Managers in the UK, our client offers first-class training and support, as well as ongoing career development.

The successful candidate will be responsible for:

  • Managing the Salesforce Database
  • Preparing pre-meeting documentation for the Adviser
  • Dealing with Client Annual Reviews
  • Ensuring Client appointments are made
  • Processing new business applications
  • Creating Client Valuations & Illustrations
  • Liaising with Product Providers and third parties

Candidates applying must have previous experience working for a firm of Financial Planners or for a Provider. They will understand how the industry works and be keen to develop their skills and progress within Financial Planning.

Excellent communication skills are required, and the successful candidate will be smartly presented, with the ability to liaise with HNW Individuals.



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