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.
Posted by Taylor James Professional Recruitment • £26K/yr to £30K/yr
Our client, a prestigious financial planning firm in Altrincham are looking to appoint an IFA Administrator to join their experienced team on a permanent basis.
As a Financial Services professional 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
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include:
NJR Recruitment are working in partnership with a well-known and highly regarded firm of Financial Planners who are keen to recruit an additional Administrator to join their large team in Altrincham.
Working in Central Altrincham the successful Candidate will provide direct support to a team of experienced Financial Planning Administrators, who are working directly for busy Financial Consultants.
Daily duties will be varied and will consist of
" Processing of new applications for Pensions, Life Assurance and Investments.