Our Client is an established and well known firm of Independent Financial Advisers based in a beautiful location of South Cheshire.
Due to internal promotion, an experienced Administrator is now required to support an highly technical Partner in the business.
Led by professionally qualified team, they provide comprehensive Corporate & Personal Financial Planning that includes; Employee Benefits, Investments, Retirement Planning and Tax advice.
Sales Support provides assistance to both the regionally based Transact Business Development Managers as well as our financial advisers.
Our Sales Support team is a key part of the quality service we provide to our clients and due to growth, we are now looking for an administrator to join the team.
The team are responsible for a variety of tasks from updating financial adviser's details to coordinating networking events.
We are thrilled to have partnered with a well established independent financial advice firm who are actively looking to expand their support team!
If you are a detailed-orientated professional with a passion for financial planning and client service, we'd love to hear from you!
Our client has built themselves a brilliant reputation within industry, and pride themselves on providing bespoke advice and wealth planning expertise to their clients across the UK.
A national Wealth Management firm is seeking a Client Support to join their Wealth Planning team within the Financial Advice arm of the business.
This company approaches their work in an honest, forward-thinking manner to provide expert service, bespoke to individual needs.
With long term goals at the core of their vision, they understand their employees underpin their success and reward hard work with attractive benefits.
NJR Recruitment is currently working with a small and established firm of Independent Financial Advisers based in Manchester.
Our Client provides advice on a wide range of areas including Investment Management, Retirement Planning, Inheritance Tax Planning, Personal and Family Protection, Business Protection and Corporate Benefits.
In 2007, our Client were one of the very first firms in the UK to be awarded Chartered status, which has been renewed every year since.
Posted by Service Service Employment Agency Limited • £25K/yr to £28K/yr
Key responsibilities
You will provide day-to-day administrative support and liaison with Financial Planners / Wealth Managers, including set up of policies and Trusts, providing documentation required to enable changes to income/withdrawals, premiums and funds, preparing meeting packs, processing changes to client details, sending and processing letters of authority, trading client funds and other investments as recommended by Wealth Manager, etc.
General
My client is a well-established IFA practice with offices in Norfolk and Suffolk, offering bespoke advice to both corporate and private clients, this role will be based in their attractive office in central Norwich.
You will produce plan information on request and proactively, liaising with product providers appropriately.
Supporting Financial Planners and Clients of a business is a multi-faceted and challenging role.
A company I am working with at the moment recognises the invaluable contribution Client Support/IFA Administrators provide to the entire process and that without it, the service just won't be provided to the expected level.
Many plates are spinning, and each case is the most urgent meaning you'll find yourself continually adapting and prioritising.