Financial Planning Coordinator
6 days ago
A leading boutique financial services firm has recently expanded its client base and is seeking a skilled Financial Planning Administrator to join its Client Servicing team.
Key qualifications, skills, and experience required for this role can be found in the detailed job description below.
Responsibilities will include:
- Submission of new business applications and management of Annual Reviews and Portfolio Reviews
- Liaising with clients, financial institutions, and other stakeholders to ensure seamless service delivery
- Handling complex administration enquiries and overseeing platform transactions
- Obtaining quotations using research tools and preparing reports
- Assisting with the preparation of suitability reports and providing administrative support to the team
The ideal candidate will have knowledge and experience of investments and pension products, as well as proficiency in using a range of financial platforms.
In return, you will have access to comprehensive study support and opportunities for career development, including the potential to move into a Paraplanner or Advisory role with full training and exam support.
This is an exciting opportunity to join a growing company with a strong focus on career development and professional growth.
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Financial Planning Coordinator
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Birmingham, Birmingham, United Kingdom NJR Recruitment Full timeNJR Recruitment is currently working with a leading Financial Services Firm who have a strong reputation within the industry. Due to their ongoing growth and success, they have two excellent openings available for a Financial Planning Administrator to join their team. The successful candidate will be responsible for providing technical support to a bank of...
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Financial Planning Coordinator
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Birmingham, Birmingham, United Kingdom NJR Recruitment Full timeNJR Recruitment is currently working with a leading Financial Services Firm who have a strong reputation within the industry. Due to their ongoing growth and success, they have two excellent openings available for a Financial Planning Administrator to join their team. The successful candidate will be responsible for providing technical support to a bank of...
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Birmingham, Birmingham, United Kingdom NJR Recruitment Full timeNJR Recruitment is currently working with a leading Financial Services Firm who have a strong reputation within the industry. Due to their ongoing growth and success, they have two excellent openings available for a Financial Planning Administrator to join their team in a support role. The successful candidate will be responsible for providing technical...
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Birmingham, Birmingham, United Kingdom NJR Recruitment Full timeNJR Recruitment is currently working with a leading Financial Services Firm who have a strong reputation within the industry. Due to their ongoing growth and success, they have two excellent openings available for a Financial Planning Administrator to join their team in a support role. The successful candidate will be responsible for providing technical...
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