Current jobs related to Administrator - Wealth Management - Manchester - NJR Recruitment

  • Senior Paraplanner

    1 week ago


    Manchester, United Kingdom Stratton Wealth Management Full time

    About the Role:We are seeking an experienced and highly analytical Senior Paraplanner to join our team at Stratton Wealth Management. As a key member of our paraplanning team, you will play a crucial role in delivering high-quality advice to our clients.Key Responsibilities:Analyse clients' current financial positions and devise strategies to meet their...

  • Senior Paraplanner

    1 week ago


    Manchester, United Kingdom Stratton Wealth Management Full time

    About the Role:We are seeking an experienced and highly analytical Senior Paraplanner to join our team at Stratton Wealth Management. As a key member of our paraplanning team, you will play a crucial role in delivering high-quality advice to our clients.Key Responsibilities:Analyse clients' current financial positions and devise strategies to meet their...

  • Senior Paraplanner

    1 week ago


    Manchester, United Kingdom Stratton Wealth Management Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Paraplanner to join our team at Stratton Wealth Management. As a Senior Paraplanner, you will play a key role in delivering high-quality financial planning advice to our high-net-worth clients.Key ResponsibilitiesAnalyse clients' current financial positions and develop strategies to meet...

  • Senior Paraplanner

    1 week ago


    Manchester, United Kingdom Stratton Wealth Management Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Paraplanner to join our team at Stratton Wealth Management. As a Senior Paraplanner, you will play a key role in delivering high-quality financial planning advice to our high-net-worth clients.Key ResponsibilitiesAnalyse clients' current financial positions and develop strategies to meet...

  • Office Administrator

    3 months ago


    Manchester, United Kingdom Falcon Wealth Management Full time

    **Office Administrator (Wealth Management)** Location: Manchester, Full Time, Permanent **Salary**: Negotiable, Depending on Experience **Company Overview**: Falcon Wealth Management is a dynamic and forward-thinking firm serving high-caliber clients, including hedge funds, stockbrokers, private equity firms, and investment managers. Our client-first...


  • Manchester, United Kingdom NJR Recruitment Full time

    **WEALTH MANAGEMENT ADMINISTRATOR** **LOCATION : MANCHESTER** **SALARY: UP TO 30,000** **HOURS: 8am - 5pm MONDAY - FRIDAY** NJR Recruitment are working in Partnership with an outstanding firm of Chartered Wealth Planners who are based in beautiful offices in Central Manchester. Due to continued growth a Wealth Management Assistant is now required to...


  • Manchester, United Kingdom WH Ireland Full time €25,000

    This role will provide administration assistance to the Wealth Management division’s Investment Managers. Manchester, Hybrid working Transcribing digital dictation of file notes, client care (suitability) letters and general correspondence General secretarial duties to including typing, mail merge, filing, photocopying, scanning, collating and...


  • Manchester, United Kingdom WH Ireland Full time €25,000

    This role will provide administration assistance to the Wealth Management division’s Investment Managers. Salary: Up to £25,000 Location: Manchester, Hybrid working Responsibilities Transcribing digital dictation of file notes, client care (suitability) letters and general correspondence General secretarial duties to including typing, mail merge,...


  • Manchester, United Kingdom Stratton Wealth Management Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Paraplanner to join our team at Stratton Wealth Management. As a Senior Paraplanner, you will play a key role in providing high-quality financial planning and wealth management services to our clients.Key ResponsibilitiesFinancial Analysis: Conduct thorough financial analysis to identify...


  • Manchester, United Kingdom Stratton Wealth Management Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Paraplanner to join our team at Stratton Wealth Management. As a Senior Paraplanner, you will play a key role in providing high-quality financial planning and wealth management services to our clients.Key ResponsibilitiesFinancial Analysis: Conduct thorough financial analysis to identify...


  • Manchester, United Kingdom WH Ireland Full time

    This role will provide administration assistance to the Wealth Management division’s Investment Managers.Salary: Up to £25,000Location: Manchester, Hybrid working ResponsibilitiesTranscribing digital dictation of file notes, client care (suitability) letters and general correspondenceGeneral secretarial duties to including typing, mail merge, filing,...


  • Manchester, United Kingdom WH Ireland Full time

    This role will provide administration assistance to the Wealth Management division’s Investment Managers.Salary: Up to £25,000Location: Manchester, Hybrid working ResponsibilitiesTranscribing digital dictation of file notes, client care (suitability) letters and general correspondenceGeneral secretarial duties to including typing, mail merge, filing,...


  • Manchester,, Greater Manchester, United Kingdom WH Ireland Full time

    This role will provide administration assistance to the Wealth Management division’s Investment Managers.Salary: Up to £25,000Location: Manchester, Hybrid working ResponsibilitiesTranscribing digital dictation of file notes, client care (suitability) letters and general correspondenceGeneral secretarial duties to including typing, mail merge, filing,...


  • Manchester, United Kingdom Stratton Wealth Management Full time

    Job DescriptionAs a leading wealth management firm, Stratton Wealth Management is seeking a highly skilled and experienced Senior Paraplanner to join our team in Manchester. We are a dynamic and ambitious company, committed to delivering exceptional financial advice to our high-net-worth clients.The successful candidate will be responsible for analyzing...


  • Manchester, United Kingdom Stratton Wealth Management Full time

    Job DescriptionAs a leading wealth management firm, Stratton Wealth Management is seeking a highly skilled and experienced Senior Paraplanner to join our team in Manchester. We are a dynamic and ambitious company, committed to delivering exceptional financial advice to our high-net-worth clients.The successful candidate will be responsible for analyzing...


  • Manchester, United Kingdom Daintree Wealth Management Full time

    **Senior Financial Planner** We are looking for an experienced Financial Planner to join our growing Wealth Management team, based in Central Manchester. A fantastic opportunity to join a dynamic team, in an exciting growth period for the business. Daintree Wealth Management is an environment where our collective mission is to improve financial outcomes...


  • Manchester, United Kingdom Recruit Wealth Ltd Full time

    Our client based in Manchester is an independent financial advisory business with an award winning name and reputation. Specialising in pensions and retirement planning, they advise on income withdrawal management, tax, wealth management, providing all round financial well-being and security. With a friendly and consultative approach, clients are fully...


  • Manchester, United Kingdom Recruit Wealth Full time

    Our client based in Manchester is an independent financial advisory business with an award winning name and reputation. Specialising in pensions and retirement planning, they advise on income withdrawal management, tax, wealth management, providing all round financial well-being and security. With a friendly and consultative approach, clients are fully...


  • Manchester Area, United Kingdom WH Ireland Full time

    This role will provide administration assistance to the Wealth Management division’s Investment Managers.Salary: Up to £25,000Location: Manchester, Hybrid working ResponsibilitiesTranscribing digital dictation of file notes, client care (suitability) letters and general correspondenceGeneral secretarial duties to including typing, mail merge, filing,...


  • Manchester Area, United Kingdom WH Ireland Full time

    This role will provide administration assistance to the Wealth Management division’s Investment Managers.Salary: Up to £25,000Location: Manchester, Hybrid working ResponsibilitiesTranscribing digital dictation of file notes, client care (suitability) letters and general correspondenceGeneral secretarial duties to including typing, mail merge, filing,...

Administrator - Wealth Management

4 months ago


Manchester, United Kingdom NJR Recruitment Full time

**Location**
**Salary**
**Posted on**
**Reference**
**Manchester
£23000 - £28000
17/11/2023
NJR13708

DESCRIPTION

WEALTH MANAGEMENT ADMINISTRATOR
LOCATION : MANCHESTER
SALARY: UP TO 28,000
HOURS: 8am - 5pm MONDAY - FRIDAY

NJR Recruitment are working in Partnership with an outstanding firm of Chartered Wealth Planners who are based in beautiful offices in Central Manchester. Due to continued growth a Wealth Management Assistant is now required to provide first class and highly professional support to the team of Advisers.

Product knowledge of Pensions & Investments
Preparing pre-meeting documentation
The preparation of reports
Information gathering ahead of the Planners Client meetings

Our Client is looking for someone who is extremely switched on. You will be hard working and dedicated, and with a strong work ethic and a passion for providing the best possible Clients service experience. Attention to detail and an extreme level of accuracy is paramount in this role. You WILL take pride in the output of your work.

The Directors of the business are very supportive, and will encourage and financially support those who are keen on progressing with industry related exams.

NJR REF NJR 13471