Financial Planning Administrator

17 hours ago


Altrincham, Trafford, United Kingdom NJR Recruitment Full time
Financial Planning Administrator Opportunity

NJR Recruitment is working in partnership with a leading firm of Chartered Financial Planners to find an experienced Administrator to join their team.

The successful candidate will work alongside the Advisers and Paraplanners, providing administrative support and using their knowledge of Back Office Systems and Provider Platforms to process new business applications, create client illustrations and valuations, and liaise with high net worth clients and sports professionals.

Key Responsibilities:

  • Processing new business applications, including pensions and investments
  • Creating client illustrations and valuations
  • Using Provider Platforms to manage client data
  • Liaising with high net worth clients and sports professionals
  • Diary management and organizing consultants' diaries

This is a dynamic and growing team that requires a highly professional individual with excellent communication and interpersonal skills. The successful candidate will be supported in their professional development and will have the opportunity to work with a talented team of financial planners.

About the Company:

NJR Recruitment is a leading recruitment agency specializing in financial services recruitment. We work closely with our clients to understand their needs and provide high-quality candidates to meet their requirements.



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