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Financial Services Coordinator
2 months ago
NJR Recruitment is partnering with a boutique firm of Independent Financial Planners to find an experienced IFA Administrator to support their team in Altrincham.
The ideal candidate will provide efficient administrative support to the advisers, ensuring seamless workflow and high-quality service delivery.
Key Responsibilities:
- Support the advisers with administrative tasks, ensuring timely completion and accuracy.
- Process and manage client data, maintaining confidentiality and adhering to regulatory requirements.
- Collaborate with the team to achieve operational efficiency and excellence.
Requirements:
- Proven experience in IFA administration, with a strong understanding of financial services regulations.
- Excellent organizational and communication skills, with the ability to work in a fast-paced environment.
- Proficiency in Microsoft Office and ability to learn new software systems.
About the Company:
NJR Recruitment is a leading recruitment agency specializing in financial services placements. We work closely with our clients to understand their needs and provide tailored solutions.
