Financial Services Coordinator

4 weeks ago


Shrewsbury, Shropshire, United Kingdom NJR Recruitment Full time
About Us

A Financial Services Coordinator is required to work for our Clients offices based in the UK, forming part of one of the largest firms of Wealth Managers. Our Client offers first-class training, support, and ongoing career development.

This role will work directly for a Financial Planner who advises Clients on all aspects of Pensions, Investments, and Mortgages.

Key responsibilities include:

  • Providing administrative support to Financial Planners
  • Assisting with client meetings and presentations
  • Managing client data and records

We are looking for a highly organized and detail-oriented individual to join our team.



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