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.
Due to continued expansion an exciting opportunity is now available for an experienced Administrator with a proven background working within a Financial Planning Practice.
NJR Recruitment are currently working with one of the first IFAs in the UK to receive the Gold Standard Investors in People award.
Gaining Corporate Chartered Status in 2010 and standing in the top 4% of the country's IFA Firms by qualification, our Client offers an excellent career path for the right candidate.
Posted by Halecroft Recruitment • £35K/yr to £70K/yr
Based in the Hale office, the successful candidate will have an outstanding ability to deliver financial advice and associated investment management services to clients, offering investments advice, pension advice, inheritance tax planning, mortgages and protection.
Halecroft Recruitment are proud to be working on behalf of an award-winning Chartered UK Financial Planning and Wealth Management Firm that have been trading over 30 years to appoint a Financial Planner in Cheshire...
This is an outstanding opportunity to build and maintain client relationships, deliver high quality tailored advice to High Net Worth Individuals with full back-office support of paraplanners, compliance, and administrators.