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Financial Services Coordinator

4 weeks ago

Knutsford, Cheshire East, United Kingdom NJR Recruitment Full time
Job Opportunity

NJR Recruitment is partnering with a leading firm of HNW Wealth Planners to find a highly skilled and motivated individual to join their team.

Key Responsibilities
  • Providing comprehensive business support to a team of Chartered Financial Consultants and Technical Paraplanners
  • Processing new business, client management, and servicing existing business
  • Working with platforms and creating illustrations and client valuations
  • Maintaining regular contact with clients and wrap/platform providers
Requirements

Candidates should have at least 12 months experience working in a firm of Financial Planners, with knowledge of Pensions, Investments, and Protection products. A keen interest in working towards the R0 exams and experience with Platforms and Intelligent Office are also highly desirable.

This is an exciting opportunity to work in a vibrant team and contribute to the success of a modern and unique firm of Wealth Planners.