Our Client have built up and maintained an excellent reputation within the market and now due to a result of their ongoing growth and success have an excellent opportunity for a Financial Planning Administrator to join their organisation working out of their office based centrally in the Warwick area.
NJR are currently working with a market leading Wealth Management consultancy, who operate to an extremely high standard and have a key presence in the Midlands.
Our client offers a first first-class experience to their clients and staff alike.
Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams, with a hybrid working pattern.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Duties for this role will include
Obtaining and collating provider information and illustrations.
Join a prominent financial services firm in Warwick who are dedicated to delivering tailored financial planning and investment management solutions.
With a strong reputation for personalized service and growth, we offer a dynamic work environment that balances professionalism with a friendly, close-knit culture.
The Role
Become an integral part of our wealth management team, providing essential administrative support to our seasoned financial planners and team leaders.
This is a role for you if you are an experienced advisor who is looking for a long term career with an established business, where you will earn a strong salary coupled with an attractive commission structure.
Posted by Premier Jobs UK Limited • £26K/yr to £32K/yr
You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients.
This Financial Services Administrator job in Warwick is ideal for current Administrators within Financial Services keen to join a growing company which has exciting plans ahead!
The business values the role you play and recognises your worth in helping the whole team to deliver a quality service.
Isaac James Associates is delighted to partner with a leading European wide FMCG business to appoint a Financial Planning & Analysis Manager to join their busy team in their Warwickshire offices.
They live to their values every day.
This business manufactures and supplies a wide array of consumer goods, and prides itself on the welcoming and supportive culture they have created.