Financial Services Administrator

4 days ago


Altrincham, Trafford, United Kingdom NJR Recruitment Full time

NJR Recruitment is partnering with a boutique firm of Independent Financial Planners to find a skilled Administrator to support their high-net-worth clients. The ideal candidate will have excellent organizational skills and be able to work effectively in a fast-paced environment.

Key Responsibilities:

  • Providing administrative support to the financial planning team
  • Managing client data and maintaining accurate records
  • Assisting with the preparation of financial plans and reports
  • Coordinating meetings and appointments with clients
  • Developing and maintaining relationships with clients and other stakeholders

Requirements:

  • Proven administrative experience in a financial services environment
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong organizational and time management skills
  • Proficiency in Microsoft Office and other relevant software

What We Offer:

  • A competitive salary and benefits package
  • Ongoing training and development opportunities
  • A dynamic and supportive work environment


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