Financial Planning Specialist

1 month ago


Macclesfield, Cheshire East, United Kingdom NJR Recruitment Full time
Join a Highly Regarded Wealth Management Organisation

NJR Recruitment is pleased to be representing a highly regarded Wealth Management organisation based in the Macclesfield area.

Our client holds an excellent reputation within the industry and provides Independent Wealth Management advice to both private clients and business owners.

Due to internal progression, an exciting opportunity has arisen to join their client-facing team as a Financial Planning Administrator.

This role will involve working closely with clients to understand their financial goals and objectives, and providing tailored advice and guidance to help them achieve their desired outcomes.

The successful candidate will have excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike.

They will also have a strong understanding of financial planning principles and practices, with the ability to apply this knowledge in a practical and effective way.

This is an excellent opportunity for a motivated and ambitious individual to join a highly regarded organisation and develop their career in financial planning.



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