Financial Planning Specialist

4 weeks ago


Macclesfield, Cheshire East, United Kingdom NJR Recruitment Full time
Exciting Opportunity in Wealth Management

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, providing Independent Wealth Management advice to both private clients and business owners.

Due to internal progression, a newly created opportunity has arisen to join their client-facing team.

Key Responsibilities:

  • Providing administrative support to the Wealth Management team
  • Assisting with client onboarding and data management
  • Contributing to the development of business strategies and initiatives

About the Organisation:

Our client is a highly respected Wealth Management organisation with a strong reputation for delivering exceptional client service.

They offer a dynamic and supportive work environment, with opportunities for professional growth and development.

What We Offer:

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

How to Apply:

If you are a motivated and organised individual with a passion for financial services, please submit your application.



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