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    Knutsford, Cheshire East, United Kingdom NJR Recruitment Full time

    About the RoleNJR Recruitment is working in partnership with a unique and modern firm of High Net Worth Wealth Planners, committed to providing high levels of professionalism to clients and employees alike.Key ResponsibilitiesProviding full business support to a team of Chartered Financial Consultants and Technical ParaplannersProcessing of new business,...

IFA Administrator

2 months ago

Knutsford, Cheshire East, United Kingdom NJR Recruitment Full time

Job Opportunity:

NJR Recruitment is working in partnership with a unique and modern firm of High Net Worth (HNW) Wealth Planners. This firm has been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, demonstrating their commitment to providing high levels of professionalism to clients and employees alike.

About the Role:

An exciting opportunity has arisen for an ambitious and talented candidate to join their expanding team. As an IFA Administrator, you will work closely with the wealth planning team to provide administrative support and contribute to the delivery of exceptional client service.

Key Responsibilities:

  • Provide administrative support to the wealth planning team, including data entry, document management, and correspondence.
  • Assist with the preparation of client reports, presentations, and other materials.
  • Contribute to the development of business strategies and initiatives.
  • Collaborate with colleagues to achieve team goals and objectives.

Requirements:

To be successful in this role, you will need:

  • Excellent communication and interpersonal skills.
  • Strong organizational and time management skills.
  • Ability to work in a fast-paced environment and prioritize tasks effectively.
  • Proficiency in Microsoft Office and other relevant software applications.

What We Offer:

NJR Recruitment is proud to offer a competitive salary and benefits package, as well as opportunities for professional development and growth.