Financial Planning Coordinator

4 weeks ago


Kidderminster, Worcestershire, United Kingdom NJR Recruitment Full time
Job Opportunity

NJR Recruitment is working with a leading Wealth Management consultancy to find a skilled Financial Planning Administrator.

The company has a strong presence in the Midlands and a reputation for excellence in the industry.

We are seeking a highly organized and detail-oriented individual to join their team.

Key Responsibilities:

  • Providing administrative support to the financial planning team
  • Assisting with client onboarding and data management
  • Preparing financial reports and presentations
  • Coordinating with internal teams to ensure seamless operations

About the Company:

NJR Recruitment is a leading recruitment agency with a strong focus on the financial services industry.

We work closely with our clients to understand their needs and provide tailored solutions.

Why Apply:

This is an excellent opportunity to join a dynamic and growing company in the Wealth Management sector.

As a Financial Planning Administrator, you will have the chance to develop your skills and experience in a fast-paced and challenging environment.



  • Kidderminster, Worcestershire, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: IFA AdministratorLocation: KidderminsterSalary: £25,000 - £30,000Company Overview:Capio Recruitment Financial Planning is a leading financial services firm dedicated to providing comprehensive financial planning and investment management services to their clients. They are committed to delivering personalised solutions tailored to each client's...


  • Kidderminster, Worcestershire, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: IFA AdministratorLocation: KidderminsterSalary: £25,000 - £30,000Company Overview:Capio Recruitment Financial Planning is a leading financial services firm dedicated to providing comprehensive financial planning and investment management services to their clients. They are committed to delivering personalised solutions tailored to each client's...


  • Kidderminster, Worcestershire, United Kingdom NJR Recruitment Full time

    Job OpportunityNJR Recruitment is working with a leading Wealth Management consultancy to find a skilled Financial Planning Administrator.The company operates to an extremely high standard and has a strong presence in the Midlands. They have built a reputation for excellence and are now seeking a talented individual to join their team.Key...


  • Kidderminster, Worcestershire, United Kingdom NJR Recruitment Full time

    Job OpportunityNJR Recruitment is working with a leading Wealth Management consultancy to find a skilled Financial Planning Administrator.The company operates to an extremely high standard and has a strong presence in the Midlands. They have built a reputation for excellence and are now seeking a talented individual to join their team.Key...


  • Kidderminster, Worcestershire, United Kingdom Brevere Group Full time

    Financial Planning Administrator RoleWe are seeking a highly skilled and experienced Financial Planning Administrator to join our team at Brevere Group. As a key member of our financial services team, you will be responsible for providing holistic support to our Financial Advisers and paraplanning team.Key Responsibilities:Process and submit new business,...


  • Kidderminster, Worcestershire, United Kingdom Brevere Group Full time

    Financial Planning Administrator RoleWe are seeking a highly skilled and experienced Financial Planning Administrator to join our team at Brevere Group. As a key member of our financial services team, you will be responsible for providing holistic support to our Financial Advisers and paraplanning team.Key Responsibilities:Process and submit new business,...


  • Kidderminster, Worcestershire, United Kingdom NJR Recruitment Full time

    Job DescriptionNJR Recruitment is working with a leading Wealth Management consultancy, renowned for its high standards and strong presence in the Midlands. Our client has built a reputation for excellence and is now seeking a Financial Planning Administrator to support their growth and success.The ideal candidate will have a strong understanding of...


  • Kidderminster, Worcestershire, United Kingdom Brevere Group Full time

    Financial Planning AdministratorJoin our team at Brevere Group and take the next step in your career as a Financial Planning Administrator.About the RoleWe are seeking a highly organized and proactive Financial Planning Administrator to provide holistic support to our Financial Advisers and paraplanning team. As a key member of our team, you will be...


  • Kidderminster, Worcestershire, United Kingdom Brevere Group Full time

    Financial Planning AdministratorJoin our team at Brevere Group and take the next step in your career as a Financial Planning Administrator.About the RoleWe are seeking a highly organized and proactive Financial Planning Administrator to provide holistic support to our Financial Advisers and paraplanning team. As a key member of our team, you will be...


  • Kidderminster, Worcestershire, United Kingdom NJR Recruitment Full time

    Financial Planning Administrator OpportunityNJR Recruitment are working with a leading Wealth Management consultancy, renowned for their high standards and strong presence in the Midlands.Our client has built a stellar reputation in the market, driven by their growth and success. As a result, they now seek a skilled Financial Planning Administrator to join...


  • Kidderminster, Worcestershire, United Kingdom NJR Recruitment Full time

    NJR Recruitment are currently working with a market leading Wealth Management consultancy, who operate to an extremely high standard and have a key presence in the Midlands. Our Client have built up and maintained an excellent reputation within the market and now due to a result of their ongoing growth and success have an excellent opportunity for a...


  • Kidderminster, Worcestershire, United Kingdom NJR Recruitment Full time

    Financial Planning Administrator OpportunityNJR Recruitment are working with a leading Wealth Management consultancy, renowned for their high standards and strong presence in the Midlands.Our client has built a stellar reputation in the market, driven by their growth and success. As a result, they now seek a skilled Financial Planning Administrator to join...


  • Kidderminster, Worcestershire, United Kingdom NJR Recruitment Full time

    NJR Recruitment are currently working with a market leading Wealth Management consultancy, who operate to an extremely high standard and have a key presence in the Midlands. Our Client have built up and maintained an excellent reputation within the market and now due to a result of their ongoing growth and success have an excellent opportunity for a...


  • Kidderminster, Worcestershire, United Kingdom NJR Recruitment Full time

    We are working with a leading Wealth Management consultancy that operates to an extremely high standard and has a strong presence in the Midlands. Our client has built a reputation for excellence and is now seeking a Financial Planning Administrator to support their growth and success.Key Responsibilities:Providing administrative support to the financial...


  • Kidderminster, Worcestershire, United Kingdom NJR Recruitment Full time

    Financial Planning Administrator OpportunityNJR Recruitment are working with a leading Wealth Management consultancy, renowned for their high standards and strong presence in the Midlands.Our client has built a stellar reputation through their exceptional growth and success, and now seeks a skilled Financial Planning Administrator to join their team.Key...


  • Kidderminster, Worcestershire, United Kingdom NJR Recruitment Full time

    Financial Planning Administrator OpportunityNJR Recruitment are working with a leading Wealth Management consultancy, renowned for their high standards and strong presence in the Midlands.Our client has built a stellar reputation through their exceptional growth and success, and now seeks a skilled Financial Planning Administrator to join their team.Key...


  • Kidderminster, Worcestershire, United Kingdom NJR Recruitment Full time

    About NJR RecruitmentNJR Recruitment is working with a leading Wealth Management consultancy, renowned for their high standards and presence in the Midlands. Our client has built a strong reputation and is now seeking a Financial Planning Administrator to join their team in the Warwick area.Job SummaryThe successful candidate will provide technical support...


  • Kidderminster, Worcestershire, United Kingdom NJR Recruitment Full time

    About NJR RecruitmentNJR Recruitment is working with a leading Wealth Management consultancy, renowned for their high standards and presence in the Midlands. Our client has built a strong reputation and is now seeking a Financial Planning Administrator to join their team in the Warwick area.Job SummaryThe successful candidate will provide technical support...


  • Kidderminster, Worcestershire, United Kingdom NJR Recruitment Full time

    Financial Planning Administrator OpportunityNJR Recruitment are currently working with a market leading Wealth Management consultancy, who operate to an extremely high standard and have a key presence in the Midlands.Our Client have built up and maintained an excellent reputation within the market and now due to a result of their ongoing growth and success...


  • Kidderminster, Worcestershire, United Kingdom NJR Recruitment Full time

    Financial Planning Administrator OpportunityNJR Recruitment are currently working with a market leading Wealth Management consultancy, who operate to an extremely high standard and have a key presence in the Midlands.Our Client have built up and maintained an excellent reputation within the market and now due to a result of their ongoing growth and success...