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.
Posted by Connections The Recruitment Specialists • £25K/yr to £27K/yr
We are currently seeking a proactive Secretary/Administrator to join our client's firm.
The ideal candidate will possess strong written and verbal communication skills, be IT proficient, and demonstrate the ability to multitask effectively in a dynamic environment.
This role involves a variety of administrative tasks, the coordination of office procedures, and the management of specific projects.
They are currently looking for a motivated Junior Administrator to join their dynamic team, supporting the Financial Planning Administrators.
Our client are a highly respected firm of Chartered Financial Planners based in Altrincham who specialise in providing Financial Advice to High-net-worth individuals.
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.
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.
Daily duties will be varied and will consist of
" Processing of new applications for Pensions, Life Assurance and Investments.
Posted by Taylor James Professional Recruitment • £26K/yr to £30K/yr
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include:
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
Posted by Succeed Recruitment Solutions • £25K/yr to £27K/yr
Joining our client as a Reservations & Pre-Travel Services Executive, the successful will be responsible for managing and coordinating reservations for clients, ensuring a seamless and efficient booking process.
We have a brand new, fabulous opportunity for a detail oriented, travel industry professional to join a luxury, experiential travel brand as they grow their team.
This role requires excellent communication skills, a strong customer service orientation, and the ability to handle multiple tasks simultaneously.
Due to continued expansion an exciting opportunity is now available for an experienced Administrator with a proven background working within a Financial Planning Practice.
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.
NJR Recruitment are currently working with one of the first IFAs in the UK to receive the Gold Standard Investors in People award.