Holistic Financial Advice Coordinator

1 day ago


Coventry, Coventry, United Kingdom NJR Recruitment Careers Full time

About the Role

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This role involves supporting our team of financial advisors in Coventry, providing administrative and technical expertise to ensure the delivery of high-quality advice to clients.

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Key Responsibilities:

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  • Prepare and issue client reviews">
  • Utilize FE Analytics to support client research and reporting needs">
  • Coordinate the issuance of client advice, correspondence, and enclosures">
  • Draft suitability reports tailored to client-specific needs and objectives">
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Requirements:

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A strong understanding of financial services regulations and procedures.

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A minimum of 2 years' experience in financial services, along with knowledge of processing new business applications.

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Salary: £45,000 - £55,000 per annum.

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Benefits: Comprehensive training and development opportunities, competitive salary, and a collaborative work environment.

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