Financial Services Administrator
5 days ago
NJR Recruitment is working in partnership with a unique and modern firm of HNW Wealth Planners. Having been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, our client is committed to providing high levels of professionalism to clients and employees alike.
The firm is seeking an ambitious and talented candidate to join their expanding team. Working from a dynamic and supportive environment, the successful candidate will have the opportunity to develop their skills and expertise in a rapidly evolving industry.
Key Responsibilities:
- Providing administrative support to the wealth planning team
- Assisting with the preparation of financial plans and reports
- Developing and maintaining relationships with clients and stakeholders
- Contributing to the development of new business initiatives
Requirements:
- Strong administrative and organizational skills
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment
- Knowledge of financial services and wealth planning principles
About the Client:
The client is a leading provider of wealth planning services to high net worth individuals and families. They are committed to delivering exceptional client service and have a strong reputation for professionalism and expertise.
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Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeHNW Wealth Planners Partnership OpportunityNJR Recruitment is proud to partner with a unique and modern firm of High Net Worth (HNW) Wealth Planners. This esteemed organization has been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, demonstrating its commitment to delivering exceptional professionalism to clients and employees...
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Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeFinancial Planning Role **Job Summary** We are seeking an experienced Financial Services Administrator to join our client, a leading firm of Financial Advisers. As a key member of the team, you will provide exceptional support to Financial Advisers and contribute to the firm's growth plans. **Key Responsibilities** * Serve as the primary point of contact...
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Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeFinancial Services AdministratorAn experienced and skilled Financial Services Administrator is required to support a Financial Adviser and work alongside an administrator in a dynamic and growing firm of Financial Advisers.Key Responsibilities:Act as the primary point of contact for new and existing clients, handling queries and providing exceptional...
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Knutsford, Cheshire East, United Kingdom Eventus Legal Full timeJob Title: Financial Planning AdministratorWe are seeking a highly skilled Financial Planning Administrator to join our team at Eventus Recruitment Cheshire. As a key member of our Client Support team, you will be responsible for providing administrative support to ensure that clients and colleagues receive a professional service.Key Responsibilities:Act as...