Financial Planning Administrator home and office working
3 days ago
Financial Planning Administrator
NJR Recruitment is representing a highly regarded and National Firm of Independent Financial Planners based in the Macclesfield area. Our Client holds an excellent reputation in the industry and provides Independent Wealth Management advice to both private clients and business owners.
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Macclesfield, Cheshire, United Kingdom NJR Recruitment Full time €28,000Financial Planning Administrator NJR Recruitment is representing a highly regarded and National Firm of Independent Financial Planners based in the Macclesfield area. Our Client holds an excellent reputation in the industry and provides Independent Wealth Management advice to both private clients and business owners.
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Wealth Management Assistant
7 months ago
Macclesfield, United Kingdom Finative Financial Planning Full timeRole Description This is a part-time role for a Wealth Management/Pensions Administrator at Finative Financial Planning Ltd in Macclesfield. There is the potential that this could be a full time role in the future. Comprehensive admin support to the financial advisers to include (but not limited to): - Arranging appointments - Preparing letters and...
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Financial Planning Administrator
1 day ago
Macclesfield, United Kingdom Prestige Recruitment Group Full time**Financial Planning Administrator** South Manchester, Cheshire **Salary**: Dependant on experience We are delighted to be working with this South Manchester based Financial Planning firm. They have an exciting job opportunity for a Financial Planning Administrator to join a well established financial services firm based in Cheshire. **The Role**: -...
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Financial Planning Administrator
2 weeks ago
Macclesfield, Cheshire East, United Kingdom NJR Recruitment Careers Full timeNJR Recruitment CareersWe are representing a highly regarded and National Firm of Independent Financial Planners based in the Macclesfield area.The role will suit someone who has been working within an IFA / Wealth Management Practice. Candidates should have a strong product knowledge of Pensions & Investments products and be used to providing excellent...
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Financial Planning and Administration Specialist
2 weeks ago
Macclesfield, Cheshire East, United Kingdom NJR Recruitment Ltd Full timeNJR Recruitment Ltd is representing a National Firm of Independent Financial Planners based in Macclesfield. We are looking for a skilled Financial Planning and Administration Specialist to join their Client Services Team as an IFA Administrator.The ideal candidate will have experience working within an IFA/Wealth Management Practice and possess strong...
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Financial Planning Administrator
4 weeks ago
Warrington, Cheshire, United Kingdom mbf Full time €18,000 - €26,000Graduate Trainee Financial Planning Administrator Location: Near Warrington Are you a recent graduate with a keen interest in financial services and a passion for delivering exceptional client support? We are recruiting on behalf of a boutique firm of Chartered Financial Planners based near Warrington. This highly regarded firm specialises in providing...
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Financial Planning Administrator
4 weeks ago
Warrington, Cheshire, United Kingdom mbf Full time €18,000 - €26,000Graduate Trainee Financial Planning Administrator Location: Near Warrington Are you a recent graduate with a keen interest in financial services and a passion for delivering exceptional client support? We are recruiting on behalf of a boutique firm of Chartered Financial Planners based near Warrington. This highly regarded firm specialises in providing...
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Financial Planning Professional
1 week ago
Macclesfield, Cheshire East, United Kingdom NJR Recruitment Full timeJob Title: Financial Planning ProfessionalA highly regarded and National Firm of Independent Financial Planners based in the Macclesfield area is seeking an experienced IFA Administrator to join their Client Services Team.This role will include providing efficient administrative support to a number of IFA's, preparation of correspondence, being the main...
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Financial Planning and Budgeting Specialist
6 days ago
Macclesfield, Cheshire East, United Kingdom NJR Recruitment Full timeNJR Recruitment is representing a reputable National Firm of Independent Financial Planners based in the Macclesfield area. Our Client holds an excellent reputation in the industry, providing Independent Wealth Management advice to both private clients and business owners. Due to internal progression, an exciting opportunity has arisen for a skilled...
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Financial Planning Administrator
4 weeks ago
Macclesfield, United Kingdom Njr Recruitment Full timeNJR Recruitment is pleased to be representing a highly regarded Wealth Management organisation that is based in the Macclesfield area.Our client holds an excellent reputation within the industry and provides Independent Wealth Management advice to both private clients and business owners.Due to internal progression, an exciting, and newly created opportunity...
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Financial Planning Professional
2 weeks ago
Macclesfield, Cheshire East, United Kingdom NJR Recruitment Full timeNJR Recruitment is representing a highly regarded and National Firm of Independent Financial Planners based in the Macclesfield area.Estimated Salary: £27,000 - £30,000 per annum.The Company Overview:This is an exciting opportunity to join a leading firm of Independent Financial Planners.Our Client holds an excellent reputation in the industry and provides...
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Financial Services Administrator
7 months ago
Macclesfield, United Kingdom McGregor Recruitment Full time**FINANCIAL SERVICES ADMINISTRATOR - £23-£28K (dependent on experience)** Our client is a very well-established Financial Services/ Wealth Management company who have offices across the UK and across Europe. They work with a variety of clients and are now looking for a bright and proactive individual who has worked within **Financial Services/Wealth...
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Financial Planning Coordinator
2 weeks ago
Macclesfield, Cheshire East, United Kingdom NJR Recruitment Full timeJob Title: Financial Planning AdministratorLocation: MacclesfieldEstimated Salary: 27,000 - 30,000Company OverviewNJR Recruitment represents a highly regarded and National Firm of Independent Financial Planners based in the Macclesfield area.The firm holds an excellent reputation in the industry, providing Independent Wealth Management advice to both private...
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Financial Services Administrator
7 months ago
Macclesfield, United Kingdom McGregor Recruitment Full time**FINANCIAL SERVICES ADMINISTRATOR - £24-£27K (dependent on experience)** Our client is a very well-established Financial Services/ Wealth Management company who have offices across the UK and across Europe. They work with a variety of clients and are now looking for a bright and proactive individual who has worked within Financial Services/Wealth...
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Financial Planning Assistant
1 week ago
Macclesfield, Cheshire East, United Kingdom NJR Recruitment Full timeJob Summary:A dynamic opportunity exists for a skilled Financial Planning Administrator to join our client's Client Services Team in Macclesfield. The successful candidate will be responsible for providing efficient administrative support to IFA's, maintaining administration systems, and ensuring daily workflow is completed.About the Role:The ideal candidate...
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Financial Services Administrator
7 months ago
Macclesfield, United Kingdom Kingswood Group Full timeAre you someone with customer service experience ideally within a Wealth Management/Wealth Planning environment? We're looking to add to our team of Client Liaison Administrators in our Macclesfield office. Working alongside our team of experts, as Client Liaison Administrator, you will often be the first person advisors and/or clients will contact, so you...
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Financial Planning Consultant
1 week ago
Macclesfield, Cheshire East, United Kingdom NJR Recruitment Full timeJob Summary:We are seeking a highly skilled Financial Planning Administrator to join our team at NJR Recruitment. As a key member of our firm, you will be responsible for providing exceptional support to our Independent Wealth Management advisors.About the Role:This is an exciting opportunity to work with a highly regarded and National Firm of Independent...
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Office Administrator
7 months ago
Macclesfield, United Kingdom Inglewood Engineering Full timeWe have an exciting opportunity for an **Office Administrator **to join our team on a **part-time, permanent **basis working a minimum of 15 hours per week offering** flexible working.** **Inglewood Engineering** is a small family business spanning 40 years. We take pride in being a specialist engineering consultancy. Over the decades, we have developed a...
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Financial Services Administrator
6 months ago
Macclesfield, United Kingdom McGregor Recruitment Full time**FINANCIAL SERVICES ADMINISTRATOR - £24-£27K (dependent on experience)** Our client is a very well-established Financial Services/ Wealth Management company who have offices across the UK and across Europe. They work with a variety of clients and are now looking for a bright and proactive individual who has worked within Financial Services/Wealth...
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Financial Planning Assistant
2 weeks ago
Cheshire, United Kingdom Heat Recruitment Full timeIFA Administratorup to £32,000ChesireKey responsibilitiesProvide administrative assistance to IFAs, including preparing reports, correspondence, and documentation.Be the first point of contact for clients ensuring a professional, high quality service is providedManage advisors’ schedules and coordinate client meetings and update and maintain client files,...