Financial Planning Coordinator

8 hours ago

Kidderminster, Worcestershire, United Kingdom NJR Recruitment Full time
About NJR Recruitment

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

Job Summary

We are seeking a highly motivated and organized individual to provide technical support to one of the company's top-performing Financial Advisors. The successful candidate will be responsible for preparing client financial planning reports, conducting research, and maintaining accurate records.

Key Responsibilities
  • Prepare client financial planning reports and fund switch/review reports
  • Conduct research on performance, charges, and illustrations
  • Complete relevant tax calculations, including CGT, IHT, and chargeable events
  • Maintain accurate records and due diligence
  • Process new business and issue valuations to clients
  • Obtain illustrations and research using Exchange/Exweb, O&M
  • Provide client liaison and support
Requirements

The ideal candidate will have previous experience working as a Financial Planning Administrator, with knowledge of Platform/Wrap use and back-office systems. A desire to become qualified in the CII Diploma in Financial Planning is also highly regarded.

What We Offer

NJR Recruitment is committed to finding the right candidate for this role. If you are a motivated and organized individual with a passion for financial planning, we encourage you to apply.

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