Client Liaison Wealth Administrator

Are you a strong, organised administrator with Financial Planning experience? Are you looking for an exciting opportunity with an innovative Wealth Management company? Then we may have just the opportunity for youAs the Client Liaison Wealth Administrator, you will work closely with Wealth Planners, playing a key role in ensuring that both Wealth Planners...

**Location** **Salary** **Posted on** **Reference** **Fulwood, Preston £30000 - £35000 20/11/2023 NJR13611 DESCRIPTION CLIENT LIAISON ADMINISTRATOR - Wealth Management LOCATION : PRESTON SALARY: UP TO 35,000 + EXCELLENT BENEFITS & EXAM SUPPORT FREE ON-SITE PARKING BENEFITS: 9% Pension Scheme 25 Days Holidays + stats + Birthday Off Private Medical...

**FINANCIAL PLANNING ADMINISTRATO** **LOCATION: PRESTON & HYBRID WORKING PATTERN** **SALARY UP TO £26,000 PLUS EXCELLENT BENEFITS & CAREER DEVELOPMENT** NJR Recruitment have been instructed to work on a Financial Planning Administrator role on behalf of a leading independent provider of accounting, business advisory and wealth management services. They...

**FINANCIAL PLANNING ADMINISTRATO** **LOCATION: PRESTON & HYBRID WORKING PATTERN** **SALARY UP TO £26,000 PLUS EXCELLENT BENEFITS & CAREER DEVELOPMENT** NJR Recruitment have been instructed to work on a Financial Planning Administrator role on behalf of a leading independent provider of accounting, business advisory and wealth management services. They...

**FINANCIAL PLANNING ADMINISTRATOR** **LOCATION: PRESTON & HYBRID WORKING PATTERN** **SALARY UP TO £26,000 PLUS EXCELLENT BENEFITS & CAREER DEVELOPMENT** NJR Recruitment have been instructed to work on a Financial Planning Administrator role on behalf of a leading independent provider of accounting, business advisory and wealth management services. They...

**FINANCIAL PLANNING ADMINISTRATO** **LOCATION: PRESTON & HYBRID WORKING PATTERN** **SALARY UP TO £26,000 PLUS EXCELLENT BENEFITS & CAREER DEVELOPMENT** NJR Recruitment have been instructed to work on a Financial Planning Administrator role on behalf of a leading independent provider of accounting, business advisory and wealth management services. They...

This rapidly growing financial planning firm is searching for an experienced and motivated Financial Planning Specialist to provide exceptional support to high-net-worth clients and the advisors. If you're an IFA Admin working towards or have recently achievedyour level 4 diploma and looking to progress your career, this opportunity is for you! This salary...

**A highly reputable, multi-office independent financial practice and provider of accounting, business advisory and wealth management services, currently require an experienced Remote / Hybrid Financial Planning Administrator, IFA Administrator to join its team** **An exceptional opportunity for an experienced IFA Administrator to work mainly on a remote...

Wealth Administrator / IFA Administrator / Financial Planning / Wealth Management / IFA / Financial Advice / Financial Adviser / Financial Planner / Financial Advisor / CII / DipPFS / DipFA / LIBF / AAT / ACCA / Tax / RO3 **Location -** Preston, UK **Salary -** £23,000-£25,000 **Duration -** Permanent, full time A national wealth management firm are...

FINANCIAL PLANNING ADMINISTRATO LOCATION: PRESTON & HYBRID WORKING PATTERN SALARY UP TO £26,000 PLUS EXCELLENT BENEFITS & CAREER DEVELOPMENT NJR Recruitment have been instructed to work on a Financial Planning Administrator role on behalf of a leading independent provider of accounting, business advisory and wealth management services. They recruit over...

**About the role** You’ll take ownership of specific client or adviser requirements and follow through to completion, including producing suitability reports, updating existing or creating new financial planning cash-flow reports, processing new business and completing paperwork. Your role also supports our Financial Advisers with their diary management,...

**Job title: IFA Administrator / Wealth Planning Administrator** **Location: Preston Park, Brighton** **Salary: £25,000 - £35,000 depending upon experience** Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you. **Information on the...

**Job title: IFA Administrator / Wealth Planning Administrator** **Location: Preston Park, Brighton** **Salary: £25,000 - £35,000 depending upon experience** Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you. **Information on the...

Type of Position: Trainee Wealth Manager - Cumbria Pay: £24k - £30k Trainee Wealth Manager - Cumbria Our client is looking to welcome a Trainee Wealth Manager into their team in Cumbria, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the...

**Location** **Salary** **Posted on** **Reference** **Preston £26000 15/02/2023 NJR13482 DESCRIPTION FINANCIAL PLANNING ADMINISTRATO LOCATION: PRESTON & HYBRID WORKING PATTERN SALARY UP TO £26,000 PLUS EXCELLENT BENEFITS & CAREER DEVELOPMENT NJR Recruitment have been instructed to work on a Financial Planning Administrator role on behalf of a leading...

**Location**: Preston **Salary**: £25K- £28K per Year **Contract**: Permanent **Type**: Full Time **Reference**: MASMRLO_1711542905 **Posted**: March 27, 2024 **Are you a Resident Liaison Officer looking for a new challenge? We have a position available with a Social Housing Contractor who focus on quality of service and customer care, and have great...

**My client is searching for two Executive Administrator’s to join their commercial property team and one to join their family team. The role will be based in their Lancaster, Preston, Clitheroe, Garstang or Kendal offices.** **Typical duties will be**: - Effective administration of the Files (hard copy and on SOS). This includes Matter Opening, Matter...

**Job Title**: Customer Liaison Representative (Link +) **Reports to**: Corporate Account Manager Front of House, day to day duties to report to Supervisor **Location**:BAE Systems, Warton **Purpose**: This role has been designed to provide a high quality service to our customers by greeting, welcoming and directing them appropriately. You will pride...

**Job Title**: Customer Liaison Representative (Link +) **Reports to**: Corporate Account Manager Front of House, day to day duties to report to Supervisor **Location**:BAE Systems, Warton & Samlesbury **Purpose**: This role has been designed to provide a high quality service to our customers by greeting, welcoming and directing them appropriately. You...

Financial AdministratorLocation: Clayton-Le-Woods, Chorley (PR6)Salary: £25,000 per annumWorking as part of the team at LFP Consultants Ltd who are an Appointed Representative of St. Jamess Place Wealth Management Plc.An excellent opportunity has arisen for a Financial Administrator to work for a successful, growing, Partner Practice click apply for full...