An Experienced Financial Services Administrator is required to work for our client, a small, established, and growing firm of Financial Advisers.
Supporting a Financial Advisers and working alongside an Administrator the successful Candidate will join the Practice at an exciting time and will become a fundamental part of their exciting growth plans.
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.
Posted by IDEX Consulting Ltd • £35K/yr to £45K/yr
What will you be doing
Preparing suitability reports and provide technical research services holistically across a broad range of financial products to a team of Financial Planners.
Ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business targets.
General
My client is currently looking for an experienced Paraplanner in Knutsford.
Responsible for research and resolution of customer disputes and charge backs.
Requires detailed transaction research, analytical skills, and documentation of actions taken including phone calls from account holders as well as communication via email (Zendesk).
General
Shift patterns: 9am - 5pm and 12pm - 8pm (alternate)
An esteemed wealth management firm boasting more than four decades of expertise is presently in search of an experienced Financial Planning Administrator.. With a dedicated focus on guiding individuals through personal and business financial matters, this firm customizes solutions to address each client's specific requirements.
If you have experience in Financial Planning Administration and are looking for an opportunity to enhance your skills and knowledge, this could be the perfect role for you.
Financial Planning Administrator - Knutsford - Salary to £30,000 plus company benefits
Our client is seeking a highly skilled Finance Manager to join their fast-paced, rapidly growing business.
This role offers an exciting opportunity to manage a dynamic team and oversee the financial operations of a thriving company.
With a focus on audit processes, cash management, and month-end procedures for subsidiary companies, this position is ideal for those with a strong background in finance and management.
NJR Recruitment is working in Partnership with unique and modern firm of HNW Wealth Planners.
Having been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, our client is commitment to providing high levels of professionalism to clients and employees alike.
Working pattern: varied shifts including early mornings (store opening), afternoons, late evenings (store closing) and weekends, to be discussed at interview
Posted by Taylor James Professional Recruitment • £24K/yr to £28K/yr
Duties & responsibilities will include
Processing new business applications across the key financial products.
General
Our award winning Knutsford based client are looking to appoint an IFA Administrator to join their team on a permanent basis.
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.