Wealth Planning Assistant

2 weeks ago


Stockport, United Kingdom NJR Recruitment Full time

**Location**
**Salary**
**Posted on**
**Reference**
**Stockport
£25000 - £29000
24/04/2023
NJR13344

DESCRIPTION

WEALTH PLANNING ASSISTANT
LOCATION: STOCKPORT
SALARY: 25,000 - 29,000

NJR Recruitment is really pleased to be working in Partnership with a a small and friendly firm of Independent Financial Advisers. Based in a lovely location, just outside of Stockport Town Centre, a new Administrator is now required to join the team and provide direct support to the Director / Financial Planner.

This is a truly exciting opportunity for a high calibre individual, now looking to make a move to improve their career prospects within the Financial Services Sector; you will be provided with an excellent level of basic salary, 5% employer pension contribution, death in service and income protection cover, 25 days holiday plus bank holidays and also close between Christmas and New Year (without any deduction from your holiday entitlement).

Running the administration of the company's ongoing planning meeting service for existing clients
Researching clients' policies and investments
Daily use of Intelligent Office, and maintaining an update to system
Providing administration support in relation to valuations, transfer of servicing and client reviews to allow sales consultants to conduct efficient client meetings.

For more information please contact one of our specialist consultants quoting REF: NJR 13344



  • Stockport, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Stockport £25000 - £29000 22/05/2023 NJR13344 DESCRIPTION WEALTH PLANNING ASSISTANT LOCATION: STOCKPORT SALARY: 25,000 - 29,000 NJR Recruitment is really pleased to be working in Partnership with a a small and friendly firm of Independent Financial Advisers. Based in a lovely location, just outside...


  • Stockport, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Stockport £25000 - £29000 28/04/2023 NJR13344 DESCRIPTION WEALTH PLANNING ASSISTANT LOCATION: STOCKPORT SALARY: 25,000 - 29,000 NJR Recruitment is really pleased to be working in Partnership with a a small and friendly firm of Independent Financial Advisers. Based in a lovely location, just outside...


  • Stockport, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Stockport £25000 - £29000 26/05/2023 NJR13344 DESCRIPTION WEALTH PLANNING ASSISTANT LOCATION: STOCKPORT SALARY: 25,000 - 29,000 NJR Recruitment is really pleased to be working in Partnership with a a small and friendly firm of Independent Financial Advisers. Based in a lovely location, just outside...


  • Stockport, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Stockport £25000 - £29000 05/05/2023 NJR13344 DESCRIPTION WEALTH PLANNING ASSISTANT LOCATION: STOCKPORT SALARY: 25,000 - 29,000 NJR Recruitment is really pleased to be working in Partnership with a a small and friendly firm of Independent Financial Advisers. Based in a lovely location, just outside...

  • Ifa Administrator

    5 days ago


    Stockport, United Kingdom Cranleigh Personnel Full time

    **IFA Administrator / Wealth Planning Administrator** **Stockport** **£24,000 - £30,000** **Hybrid Working available** **Are you an IFA Administrator who is now considering your next move?** - Are you fed up with working in the office full-time? - Would you like to enjoy the benefits of flexible working and 50% home working (after completion of your...


  • Stockport, United Kingdom Generational Wealth Full time

    **Who are we looking for?** Working in an energetic, friendly environment, this is a fantastic opportunity for someone looking to build a lucrative and rewarding career within an established industry leading organisation. You will receive a starting salary of £18,000 per annum, with an opportunity to progress to £20,000. An exceptional profit share...

  • Ifa Administrator

    5 days ago


    Stockport, United Kingdom Cranleigh Personnel Full time

    **IFA Administrator / Wealth Planning Administrator** **Stockport** **£24,000 - £28,000** **Hybrid Working** **Are you an IFA Administrator who is now considering your next move?** - Are you fed up of working in the office full time? - Would you like to enjoy the benefits of flexible working and 50% home working (after completion of your probation)? -...

  • Planning Assistant

    1 day ago


    Stockport, United Kingdom M&D Residential Ltd Full time

    M&D Residential is expanding towards buying and selling of real estate for its clients in Greater Manchester. A local expert who will analyse the competition and our position in the market. Assist in planning and analysing Great Manchester business strategy for our new venture. Work on avenue to enhance business and operations. Enhancing business revenue...


  • Stockport, United Kingdom Contrast UK Ltd Full time

    A new vacancy has been created for a highly organised Administration professional, to join a growing Wealth Management business located in the Stockport area. The role would suit someone who is currently working in an Admin, Secretary or P.A. position, as you will be required to demonstrate the ability to multi-task on behalf of a senior member of the team,...

  • Teaching Assistant

    2 days ago


    Stockport, United Kingdom Aspire People Limited Full time

    Are you an experienced Primary School Teaching Assistant looking for a new challenge? In the Reddish area of Stockport, Greater Manchester. Are you looking for more flexible work and expanding your experience working in a range of schools instead of being tied in to just one school? Take some pressure off and have more pleasure giving children your wealth of...


  • Stockport, United Kingdom Capio Recruitment Full time

    **Job Role: Financial Planning Administrator (Hybrid Working Available)** **Salary: £24,000 to £30,000 + Bonus & Benefits** **Location: Stockport** Our client is a firm of independent financial planners in a brilliant location just outside of the centre of Stockport, offering free parking! They have a fast growing reputation as one of the top financial...

  • IFA Administrator

    1 week ago


    Stockport, Greater Manchester, United Kingdom Mitchell Hall Consulting Full time €25,000 - €30,000

    My client is a Wealth Management practice looking to augment their successful team by recruiting an IFA/Wealth Management Administrator to join their office near Stockport. You'll be supporting the Financial Planners, dealing with transfers, fund switches, client queries via phone/email, maintaining client records amongst other aspects of financial services...

  • IFA Administrator

    3 weeks ago


    Stockport, Greater Manchester, United Kingdom Mitchell Hall Consulting Full time

    My client is a Wealth Management practice looking to augment their successful team by recruiting an IFA/Wealth Management Administrator to join their office near Stockport. You'll be supporting the Financial Planners, dealing with transfers, fund switches, client queries via phone/email, maintaining client records amongst other aspects of financial services...


  • Stockport, United Kingdom Cranleigh Personnel Full time

    **Trainee IFA Administrator** **Location - Stockport** **Salary: £22,000 rising to £24,000 after probation** Do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered working for an IFA? For this role - Any transferable skills from working within pensions or...

  • Financial Advisor

    1 day ago


    Stockport, United Kingdom Vision-FS Recruitment Full time

    **Financial Advisor | Independent Financial Advisor** **£75,000 - £100,000 | Un-Capped Bonus** **£10m AUM Client Book Provided** **Stockport | Surrounding Area’s** **YOUR NEW COMPANY** An exciting opportunity has become available with a Financial Advice business who are growing their national offering across the country. The business is looking to...


  • Stockport, United Kingdom Bond Recruitment Ltd Full time

    Our client is a well-established independent financial advice practice dedicated to helping individuals and families achieve their financial goals. With a strong commitment to providing holistic and tailored financial solutions, they are seeking an IFA Administrator to join their team and contribute to their mission of delivering exceptional financial...


  • Stockport, United Kingdom Headlam Group Plc Full time

    Headlam is Europe’s largest floor covering distributer, with a long 30 year heritage, with many of our market leading businesses and brands within the group having been established well before becoming part of Headlam. Our purpose, vision and values set out how we want to make a positive difference for our industry and wider sector, how we want to be seen...


  • Stockport, United Kingdom Fresenius Medical Care UK Full time

    **Part Time Healthcare Assistant** Do you have the passion to maintain high standards of care? The methodical approach to follow strict procedures? The dedication to help and support a team of colleagues? We are seeking a pro-active individual, ideally from a healthcare background and preferably with an NVQ Level 2 in Health and Social Care to join our...

  • Send 1:1 Ta

    2 weeks ago


    Stockport, United Kingdom Tradewind Recruitment Full time

    **Tradewind Recruitment** are looking for an **enthusiastic and compassionate** **Teaching Assistant** for one of our brilliant schools in **Stockport! **This position is full-time with an immediate start until the end of the academic year. It is predominantly working **1:1 in a mainstream Primary** with a **SEND child.** The pay rate is a competitive **£76...


  • Stockport, United Kingdom Peter Douglass Platforms Full time

    Peter Douglass Platforms offers a wealth of experience with over 46 years in the industry prides themselves on a first-class service which you would expect from a well-established business. The main aspect of the business is to hire out access platforms/cherrypickers. We also have an onsite workshop where repair work is carried out. We are looking for an...