Posted by D&R Recruitment Limited • £25K/yr to £28K/yr
You will ensure that the customer documentation is managed effectively to enable a smooth and speedy journey from application to funding.
£25,000 - £27,500 Bonuses Benefits
As a Case Manager, you will act as the facilitator between our clients Underwriter and the customer, introducer, 3rd party property specialists and solicitor from the point of application through to completion.
As a dedicated member of our SIPP administration team you will undertake day-to-day administration work processing requests with vigilance and caution whilst going the extra mile.
Main purpose of the job
You will support our client and adviser needs with the highest professional standards and ensure all aspects of the role are met by following our brand and company guidelines.
A Financial Services Administrator is required to work for our Clients, a respected and growing firm of Financial Advisers.
Salary Up to 25,000
With three offices based throughout Greater Manchester, and forming part of one of the largest firms of Wealth Managers in the UK, our Client offers first class training and support and ongoing career development.
An experienced IFA Administrator is required to join their small but busy team based in Altrincham.
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.
NJR Recruitment are currently working in Partnership with a boutique firm of Independent Financial Planners servicing a bank of very High Net Worth clients.
As a dedicated member of our SIPP administration team you will undertake day-to-day administration work processing requests with vigilance and caution whilst going the extra mile.
Main purpose of the job
You will support our client and adviser needs with the highest professional standards and ensure all aspects of the role are met by following our brand and company guidelines.
We are seeking a Technical Financial Administrator to join our team, focusing on reports and research with the potential to develop into paraplanning or advising.
This role is ideal for someone who is looking to grow their career in financial planning, supported by a team that values collaboration and professional development.
Day-to-day of the role
Assist in the preparation of client reports and financial plans.
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.