Serve as the primary point of contact for advisers and clients, handling queries and providing updates on administrative matters.
General
We are partnered with a National Financial Planners who are seeking a proactive and detail-oriented Financial Planning Assistant to join their team at Altrincham.
This is an exciting opportunity to work in a client-focused environment, providing essential support to financial advisers and contributing to the smooth operation of the business.
Client Advice: Offer expert mortgage advice across all areas of mortgage regulation, ensuring recommendations align with clients' needs and priorities.
Scope of Role
As a Mortgage Advisor, you will provide comprehensive mortgage advice to clients, ensuring they receive guidance tailored to their needs and priorities.
Your role will involve client interviews, market research, and producing written recommendations, all while maintaining the highest standards of honesty, integrity, and compliance.
The objective of this role is to support the advisers with an efficient administrative support function; and to ensure that work is processed accurately and without delay.
An experienced IFA Administrator is required to join their small but busy team based in Altrincham.
NJR Recruitment are currently working in Partnership with a boutique firm of Independent Financial Planners servicing a bank of very High Net Worth clients.
Recruit UK is delighted to offer a fantastic opportunity in Sale, near Manchester, to join a well-established financial advice firm as a Financial Planning (IFA) Administrator.
General
Industry: Financial Services
Our client is highly regarded for cultivating long-term relationships through reliable, specialist support.
Posted by Taylor James Professional Recruitment • £35K/yr to £47K/yr
Working closely with the advisers, duties and responsibilities will include
Writing and tailoring high quality suitability letters based on consultation with the Adviser.
General
Our client, a prestigious firm of financial planners in Altrincham are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis.
Working from home and of prestigious offices, you will be an integral part of the firm's technical function.
Posted by Taylor James Professional Recruitment • £26K/yr to £30K/yr
Our client, a prestigious financial planning firm in Altrincham are looking to appoint an IFA Administrator to join their experienced team on a permanent basis.
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include:
As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package
Forming part of the business who specialise in advising High Profile Sports Professionals, mainly Premiership Footballers but also Golf players and Jockeys on all aspects of Financial Planning, the successful candidate will join a vibrant, outgoing and lively team.
They have an incredibly exciting opportunity for an experienced industry Administrator who has obtained some solid experience working within Financial Planning.
NJR Reruitment are working exclusively and in Partnership with a large and Award Winning firm of Chartered Financial Planners based in the Heart of Cheshire.