Financial Planning Administrator - Leeds, hybrid - up to £34K plus excellent company benefits
We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Leeds office.
Our client are a highly reputable Financial Planning organisation with offices across the UK.
We urgently seeking an experienced Administrator to join an existing team who are responsible for providing Administration support for both the Financial Advisers and Directors of the business.
Specifically you'll be responsible for the following:
My client is a fully independent nationwide Financial Advisory firm, providing sound Financial Advice to both businesses and individuals across Pensions, Retirement Planning, Estate Planning, Tax and Investments.
Financial Planning Administrator - Manchester, office based - up to £30K plus excellent company benefits
We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Manchester office.
Our client is offering an exceptional package of company benefits (listed below)
This respected Wealth Planning firm dealing with HNW and UHNW clients is currently seeking an administrator to work as part of their busy team in Leeds.
In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
You must have experience working in an administrational role within financial services and ideally hold CII qualifications or be keen to study these.
The main purpose of your role will be to prepare written advice and provide full admin support to the extremely successful Financial Planners, whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.
NJR are currently working with a leading Independent Wealth Management Advisory firm based in Huddersfield who are looking for an experienced IFA Administrator to join their ambitious, expanding and technically astute team.