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.
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.
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.
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.
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.
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.
Posted by Four Recruitment Ltd • £25K/yr to £28K/yr
We are looking for an experienced Finance Administrator/ Assistant to join our clients Finance team, based in Sale.
This position would suit an experienced and established Finance Assistant, who is looking to join an excellent business, offering stability and longevity.
The role involves assisting with a number of roles and processes within finance; debt ledger processes, monthly project invoicing, purchase ledger and project set up management.
They have an incredibly exciting opportunity for an experienced industry Administrator who has obtained some solid experience working within Financial Planning.
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.
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.