Senior Administrator
3 weeks ago
An experienced and skilled Financial Services Administrator is required to support a Financial Adviser and work alongside an Administrator in a small, established, and growing firm of Financial Advisers.
Key Responsibilities:- Act as the primary point of contact for new and existing clients, handling queries and providing excellent customer service.
- Process new business and ensure clients are kept informed of progress, maintaining strong relationships and trust.
- Deal with letters of authority and requests for information from external providers, ensuring timely and accurate responses.
- Assist in booking meetings for advisers and ensure review meetings are scheduled within appropriate timeframes, promoting efficient communication.
- Complete review meeting letters and associated regulatory requirements, maintaining compliance and accuracy.
- Update Client Financial Records (CFRs) for new and existing clients, ensuring up-to-date information.
- Handle incoming post for clients, scanning and saving documents in relevant files, maintaining organization and security.
- Process withdrawal requests and switches, as well as portfolio rebalancing, ensuring seamless transactions.
- Contribute to aspects of Paraplanning, developing skills and expertise in financial planning.
Candidates applying for this role must have previous experience working for a firm of Financial Planners and be confident in communicating with clients on a regular basis. A strong understanding of the financial industry and a keen desire to develop skills and progress within Financial Planning are essential. Excellent communication skills, a smart and professional presentation, and the ability to liaise with High Net Worth Individuals are required for success in this role.
-
Senior Administrator
3 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeSenior Administrator - Wealth ManagementLocation : Salary: Up to 30,000An experienced financial services professional is required to support a financial adviser and work alongside an administrator in a small, established, and growing firm of financial advisers.The successful candidate will join the practice at an exciting time and become a fundamental part...
-
Senior Administrator
3 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeSenior Administrator - Wealth ManagementLocation : Salary: Up to 30,000An experienced financial services professional is required to support a financial adviser and work alongside an administrator in a small, established, and growing firm of financial advisers.The successful candidate will join the practice at an exciting time and become a fundamental part...
-
Senior Administrator
6 days ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeSenior Administrator - Wealth ManagementAn experienced financial services professional is required to support a financial adviser and work alongside an administrator in a small, established, and growing firm of financial advisers. The successful candidate will join the practice at an exciting time and become a fundamental part of the team, providing...
-
Senior Administrator
6 days ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeSenior Administrator - Wealth ManagementAn experienced financial services professional is required to support a financial adviser and work alongside an administrator in a small, established, and growing firm of financial advisers. The successful candidate will join the practice at an exciting time and become a fundamental part of the team, providing...
-
Senior Administrator
5 days ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeSenior Administrator - Wealth ManagementAn experienced financial services professional is required to support a financial adviser and work alongside an administrator in a small, established, and growing firm of financial advisers. The successful candidate will join the practice at an exciting time and become a fundamental part of the team, contributing to...
-
Senior Administrator
5 days ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeSenior Administrator - Wealth ManagementAn experienced financial services professional is required to support a financial adviser and work alongside an administrator in a small, established, and growing firm of financial advisers. The successful candidate will join the practice at an exciting time and become a fundamental part of the team, contributing to...
-
Senior Administrator
1 week ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeSenior Administrator - Wealth ManagementWe are seeking an experienced Financial Services Administrator to join our client, a small, established, and growing firm of Financial Advisers. As a key member of the team, you will support a Financial Adviser and work alongside an Administrator to deliver exceptional client service.Key Responsibilities:Act as the...
-
Senior Administrator
1 week ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeSenior Administrator - Wealth ManagementWe are seeking an experienced Financial Services Administrator to join our client, a small, established, and growing firm of Financial Advisers. As a key member of the team, you will support a Financial Adviser and work alongside an Administrator to deliver exceptional client service.Key Responsibilities:Act as the...
-
Senior Administrator
3 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeSenior Administrator - Wealth ManagementWe are seeking an experienced Financial Services Administrator to join our client, a leading firm of Financial Advisers, at an exciting time in their growth plans.The successful candidate will be responsible for:Providing exceptional client service and support to new and existing clientsProcessing new business and...
-
Senior Administrator
3 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeSenior Administrator - Wealth ManagementWe are seeking an experienced Financial Services Administrator to join our client, a leading firm of Financial Advisers, at an exciting time in their growth plans.The successful candidate will be responsible for:Providing exceptional client service and support to new and existing clientsProcessing new business and...
-
Senior Administrator
2 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeSenior Administrator - Wealth ManagementWe are seeking an experienced Financial Services Administrator to join our client, a small, established, and growing firm of Financial Advisers. As a key member of the team, you will support a Financial Adviser and work alongside an Administrator to deliver exceptional client service.Key Responsibilities:Act as the...
-
Senior Administrator
2 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeSenior Administrator - Wealth ManagementWe are seeking an experienced Financial Services Administrator to join our client, a small, established, and growing firm of Financial Advisers. As a key member of the team, you will support a Financial Adviser and work alongside an Administrator to deliver exceptional client service.Key Responsibilities:Act as the...
-
Senior Administrator
4 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeJob OpportunitySenior Administrator RoleAn accomplished Financial Services Administrator is required to support a Financial Adviser and work alongside an Administrator in a dynamic and growing firm of Financial Advisers. The successful candidate will contribute to the Practice's success and become an integral part of the team.Key ResponsibilitiesProvide...
-
Senior Administrator
4 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeJob OpportunitySenior Administrator RoleAn accomplished Financial Services Administrator is required to support a Financial Adviser and work alongside an Administrator in a dynamic and growing firm of Financial Advisers. The successful candidate will contribute to the Practice's success and become an integral part of the team.Key ResponsibilitiesProvide...
-
Senior Administrator
3 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeJob OpportunitySenior Administrator RoleWe are seeking an experienced Financial Services Administrator to join our client, a reputable firm of Financial Advisers, in Knutsford.The successful candidate will support a Financial Adviser and work alongside an Administrator, contributing to the Practice's growth and success.Key Responsibilities:Providing...
-
Senior Administrator
3 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeJob OpportunitySenior Administrator RoleWe are seeking an experienced Financial Services Administrator to join our client, a reputable firm of Financial Advisers, in Knutsford.The successful candidate will support a Financial Adviser and work alongside an Administrator, contributing to the Practice's growth and success.Key Responsibilities:Providing...
-
Senior Administrator
3 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeJob OpportunitySenior Administrator RoleWe are seeking an experienced Financial Services Administrator to join our client, a reputable firm of Financial Advisers.The successful candidate will support a Financial Adviser and work alongside an Administrator, contributing to the Practice's growth and success.Key Responsibilities:Providing administrative support...
-
Senior Administrator
3 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeJob OpportunitySenior Administrator RoleWe are seeking an experienced Financial Services Administrator to join our client, a reputable firm of Financial Advisers.The successful candidate will support a Financial Adviser and work alongside an Administrator, contributing to the Practice's growth and success.Key Responsibilities:Providing administrative support...
-
Senior Administrator
3 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeFinancial Services Administrator Job DescriptionAn experienced and skilled Financial Services Administrator is required to support a Financial Adviser and work alongside an Administrator in a small, established, and growing firm of Financial Advisers.Key Responsibilities:Act as the primary point of contact for new and existing clients, handling queries and...
-
Senior Administrator
3 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeFinancial Services Administrator Job DescriptionAn experienced and skilled Financial Services Administrator is required to support a Financial Adviser and work alongside an Administrator in a small, established, and growing firm of Financial Advisers.Key Responsibilities:Act as the primary point of contact for new and existing clients, handling queries and...
