NJR are excited to be yet again partnered with a well established Wealth Management practice who have being helping their clients grow, protect and pass on their wealth for over two decades.
They pride themselves on being open, approachable and down to earth.
NJR are excited to be yet again partnered with a well established Wealth Management practice who have being helping their clients grow, protect and pass on their wealth for over two decades.
They pride themselves on being open, approachable and down to earth.
We are seeking a meticulous and dedicated Financial Administrative Specialist to join our client's dynamic team.
In this vital role, you will be instrumental in supporting their financial planners and paraplanners by managing various administrative tasks essential for delivering top-tier financial services to their clients.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Are you a financial planning administrator, looking for a new role with opportunities to develop onto paraplanning and study for industry exams, with a hybrid working pattern.
Duties for this role will include
To provide business support to Financial Advisers, working within the agreed business objectives.
Process authority letters and gather financial data.
General
Join an award-winning Chartered Financial Planning firm that excels in holistic financial planning for clients with complex needs.
This firm is consistently recognized among the Top 100 UK financial planning firms and provides an exceptional opportunity to work in a dynamic and supportive environment.