Financial Services Coordinator
18 hours ago
About the Role: NJR Recruitment Careers is seeking an experienced and skilled individual to fill a Senior Administrator position. This exciting opportunity offers the chance to work with a respected and growing firm of Financial Advisers, who form part of one of the largest firms of Wealth Managers in the UK.
">The ideal candidate will have a strong background supporting a demanding individual, offering first-class communication and organisational skills. They must be able to liaise with High Net Worth individuals and work under pressure in a fast-paced environment. An IFA/Provider background is advantageous but not essential.
">Daily Duties:
">- Supporting the Managing Director
- Sending LOAs to clients for signature
- Processing new business applications
- Client valuations & illustrations
- Dealing with annual reviews; organising and preparing pre-meeting paperwork
- Sending LOAs and requests for information to providers
Key Requirements:
">- Strong administrative experience in a similar role
- Excellent communication and organisational skills
- Ability to work under pressure in a fast-paced environment
- Proficient in using technology to manage tasks and deadlines
Salary: £45,000 - £60,000 per annum, dependent on experience
">Benefits: Competitive salary, opportunities for career development and training
">About Us: NJR Recruitment Careers is a respected recruitment agency specialising in placing candidates in senior roles within the financial sector. We are committed to providing exceptional service and supporting our clients and candidates every step of the way.
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