Senior Management Administrator

3 weeks ago


Knutsford Cheshire, United Kingdom NJR Recruitment Full time

Senior Administrator - Wealth Management
An Experienced Financial Services Administrator is required to work for our client, a small, established, and growing firm of Financial Advisers. Supporting a Financial Advisers and working alongside an Administrator the successful Candidate will join the Practice at an exciting time and will become a fundamental part of their exciting growth plans. Forming part of one of the largest firms of Wealth Managers in the UK, our client offers first class training and support and ongoing career development.
Help to book meetings for adviser and ensure that all review meetings are booked within appropriate timeframes
" Complete all review meeting letters and associated regulatory requirements
" Candidates applying must have previous experience working for a firm of Financial Planners and confident speaking with clients on a regular basis. You will understand how the industry works, and be keen to develop your skills and progress within Financial Planning. You will be smartly presented, offer first class communication skills, and have the ability to liaise with HNW Individuals.


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