Financial Planning Assistant

SummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

**Financial Planning Administrator** **Altrincham** **Up to £30,000** NJR Recruitment are working in partnership with a well-known and highly regarded firm of Financial Planners who are keen to hear from an experienced and technically minded Financial Planning Assistant. - Providing direct support to a team of Financial Consultants, daily duties will be...

Job Description Summary We are currently recruiting for one of our leading Appointed Representative firms. David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented...

Financial Planning Assistant - Salary: £28k+ Benefits 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...

Financial Planning Assistant - Salary: £28k+ Benefits 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...

Financial Planning Assistant - Salary: £28k+ Benefits 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...

Financial Planning Assistant - Salary: £28k+ Benefits 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...

Job Title: Client Relationship ManagerWe are seeking an experienced Client Relationship Manager to join our team at Brookfield Financial Planning. This role involves supporting our Financial Advisers and Paraplanners in a fast-paced office environment.Key Responsibilities:Act as the primary point of contact for clients, providing exceptional customer service...

Financial Planning Administrator Rolembf. is seeking a highly motivated Junior Financial Planning Administrator to join their dynamic team in Altrincham. As a key member of the Financial Planning department, you will play a crucial role in supporting the Financial Planning Administrators in providing top-notch financial advice to high-net-worth...

Due to continued growth and internal promotion, an exciting opportunity has arisen for an experienced financial services administrator to join our team, based at our Altrincham Office, Greater Manchester. You will have knowledge of the financial planning process and ideally be experienced in providing client and financial adviser support. The role covers a...

Successful IFA Practice based in Altrincham require an additional Financial Planning Administrator to compliment their existing team. This role involves looking after an adviser on a one-to-one basis dealing with the full range of financial planning products. Duties as follows: - Key Areas Provide an effective link between client and consultant. Ensure...

Client Relationship ManagerWe are seeking an experienced Client Relationship Manager to join our team at Brookfield Financial Planning. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, ensuring their needs are met and exceeded.Key Responsibilities:Reconcile fee expectations with...

Client Relationship ManagerWe are seeking an experienced Client Relationship Manager to join our team at Brookfield Financial Planning. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, ensuring their needs are met and exceeded.Key Responsibilities:Reconcile fee expectations with...

Financial Planning Administrator OpportunityNJR Recruitment is partnering with a reputable firm of Financial Planners to find an additional Administrator to support their team in Altrincham. The successful candidate will work closely with experienced Financial Planning Administrators, providing direct support to busy Financial Consultants.Key...

Financial Planning Administrator OpportunityNJR Recruitment is partnering with a reputable firm of Financial Planners to find an additional Administrator to support their team in Altrincham. The successful candidate will work closely with experienced Financial Planning Administrators, providing direct support to busy Financial Consultants.Key...

Client Relationship ManagerWe are seeking an experienced Client Relationship Manager to join our team at Brookfield Financial Planning. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, ensuring their needs are met and exceeded.Key Responsibilities:Reconcile fee expectations with...

Client Relationship ManagerWe are seeking an experienced Client Relationship Manager to join our team at Brookfield Financial Planning. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, ensuring their needs are met and exceeded.Key Responsibilities:Reconcile fee expectations with...

Financial Planning Assistant - Salary: £28k+ Benefits 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...

We are seeking a highly organized and detail-oriented Client Support Administrator to join our team at Blakemore Recruitment.Job PurposeTo provide exceptional support to our Financial Planning Consultants, ensuring seamless sales processes and exceptional client experiences.Key ResponsibilitiesProvide efficient new business processing services, ensuring...

An exciting opportunity has arisen for a Financial Planning Administrator to work with one of the leading Wealth management firms. **Key Purposes** To provide efficient administrative support for financial planners to assist delivery of bespoke solutions to clients as part of the financial advice process. To accurately process business in line with the...