Financial Planning Administrator
13 hours ago
NJR Recruitment is working exclusively with a leading firm of Chartered Financial Planners based in Cheshire. They are seeking an experienced industry administrator to join their vibrant team.
The successful candidate will work alongside advisers and paraplanners, providing administrative support for high net worth clients and sports professionals. Key responsibilities will include:
- Processing new business applications for pensions and investments
- Creating client illustrations and valuations
- Liaising with clients and consultants
- Diary management and organizing consultant diaries
This is a dynamic and growing team that values professionalism and teamwork. The ideal candidate will have excellent communication and interpersonal skills, with a keen eye for detail and the ability to work well under pressure.
The successful candidate will be fully supported in their career development, with opportunities to undertake professional exams and progress within the company.
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Financial Planning Administrator
7 days ago
Altrincham, Trafford, United Kingdom NJR Recruitment Full timeAbout NJR RecruitmentWe are working in partnership with a large and award-winning firm of Chartered Financial Planners based in the heart of Cheshire.They have an exciting opportunity for an experienced industry administrator who has obtained solid experience working within financial planning.The successful candidate will form part of the business that...
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Financial Planning Administrator
7 days ago
Altrincham, Trafford, United Kingdom NJR Recruitment Full timeAbout NJR RecruitmentWe are working in partnership with a large and award-winning firm of Chartered Financial Planners based in the heart of Cheshire.They have an exciting opportunity for an experienced industry administrator who has obtained solid experience working within financial planning.The successful candidate will form part of the business that...
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Financial Planning Administrator
1 week ago
Altrincham, Trafford, United Kingdom NJR Recruitment Full timeAbout NJR Recruitment We are working in partnership with a leading firm of Chartered Financial Planners based in Cheshire. They have an exciting opportunity for an experienced industry administrator with a background in financial planning. Key Responsibilities: * Provide administrative support to the financial planning team * Assist with client onboarding...
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Financial Planning Administrator
1 week ago
Altrincham, Trafford, United Kingdom NJR Recruitment Full timeAbout NJR Recruitment We are working in partnership with a leading firm of Chartered Financial Planners based in Cheshire. They have an exciting opportunity for an experienced industry administrator with a background in financial planning. Key Responsibilities: * Provide administrative support to the financial planning team * Assist with client onboarding...
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Financial Planning Administrator
7 days ago
Altrincham, Trafford, United Kingdom NJR Recruitment Full timeFinancial Planning Administrator OpportunityNJR Recruitment is working in partnership with a leading firm of Chartered Financial Planners based in Cheshire to find an experienced industry administrator.The successful candidate will join a dynamic team advising high-profile sports professionals, including Premiership footballers, golf players, and jockeys, on...
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Financial Planning Administrator
7 days ago
Altrincham, Trafford, United Kingdom NJR Recruitment Full timeFinancial Planning Administrator OpportunityNJR Recruitment is working in partnership with a leading firm of Chartered Financial Planners based in Cheshire to find an experienced industry administrator.The successful candidate will join a dynamic team advising high-profile sports professionals, including Premiership footballers, golf players, and jockeys, on...
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Financial Planning Administrator
19 hours ago
Altrincham, Trafford, United Kingdom NJR Recruitment Full timeFinancial Planning Administrator OpportunityNJR 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...
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Financial Planning Administrator
20 hours ago
Altrincham, Trafford, United Kingdom NJR Recruitment Full timeFinancial Planning Administrator OpportunityNJR 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...
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Financial Planning Administrator
5 days ago
Altrincham, Trafford, United Kingdom NJR Recruitment Full timeFinancial Planning Administrator OpportunityNJR Recruitment is working in partnership with a leading firm of Chartered Financial Planners to find an experienced industry 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...
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Financial Planning Administrator
4 days ago
Altrincham, Trafford, United Kingdom NJR Recruitment Full timeFinancial Planning Administrator OpportunityNJR Recruitment is working in partnership with a leading firm of Chartered Financial Planners to find an experienced industry 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...
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Financial Planning Assistant
3 weeks ago
Altrincham, Trafford, United Kingdom NJR Recruitment Full time**About NJR Recruitment**We are working with a highly professional and rapidly expanding firm of Chartered Financial Planners to recruit a motivated and hardworking Trainee Paraplanner / Administrator to join their exceptionally busy Pensions & Investments Team.**Key Responsibilities:**Assist in the preparation of financial plans and reportsProvide...
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Financial Planning Assistant
3 weeks ago
Altrincham, Trafford, United Kingdom NJR Recruitment Full time**About NJR Recruitment**We are working with a highly professional and rapidly expanding firm of Chartered Financial Planners to recruit a motivated and hardworking Trainee Paraplanner / Administrator to join their exceptionally busy Pensions & Investments Team.**Key Responsibilities:**Assist in the preparation of financial plans and reportsProvide...
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Financial Planning Assistant
3 days ago
Altrincham, Trafford, United Kingdom Reed Full timeTechnical Financial AdministratorWe are seeking a skilled Technical Financial Administrator to support our team in preparing client reports and financial plans, conducting research on financial products, and collaborating with IFAs and the admin servicing team.Key Responsibilities:Assist in the preparation of client reports and financial plans using our back...
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Financial Planning Assistant
3 days ago
Altrincham, Trafford, United Kingdom Reed Full timeTechnical Financial AdministratorWe are seeking a skilled Technical Financial Administrator to support our team in preparing client reports and financial plans, conducting research on financial products, and collaborating with IFAs and the admin servicing team.Key Responsibilities:Assist in the preparation of client reports and financial plans using our back...
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Financial Planning Assistant
7 days ago
Altrincham, Trafford, United Kingdom Reed Full timeTechnical Financial AdministratorWe are seeking a skilled Technical Financial Administrator to support our team in financial planning and research. This role offers the opportunity to develop into a paraplanning or advising position, ideal for those looking to grow their career in financial planning.Key Responsibilities:Assist in the preparation of client...
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Financial Planning Assistant
7 days ago
Altrincham, Trafford, United Kingdom Reed Full timeTechnical Financial AdministratorWe are seeking a skilled Technical Financial Administrator to support our team in financial planning and research. This role offers the opportunity to develop into a paraplanning or advising position, ideal for those looking to grow their career in financial planning.Key Responsibilities:Assist in the preparation of client...
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Financial Planning Assistant
2 weeks ago
Altrincham, Trafford, United Kingdom NJR Recruitment Full timeOur Client, a highly professional and rapidly expanding firm of Chartered Financial Planners, is seeking a motivated and hardworking Trainee Paraplanner/Administrator to join their busy Pensions & Investments Team. The successful candidate will be responsible for providing administrative support to the team, including data entry, document preparation, and...
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Financial Planning Assistant
2 weeks ago
Altrincham, Trafford, United Kingdom NJR Recruitment Full timeOur Client, a highly professional and rapidly expanding firm of Chartered Financial Planners, is seeking a motivated and hardworking Trainee Paraplanner/Administrator to join their busy Pensions & Investments Team. The successful candidate will be responsible for providing administrative support to the team, including data entry, document preparation, and...
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Financial Planning Assistant
2 weeks ago
Altrincham, Trafford, United Kingdom Reed Full time{"Job Title": "Technical Financial Administrator", "Job Description": "Key ResponsibilitiesAssist in the preparation of client reports and financial plansConduct thorough research on financial products and investment opportunitiesCollaborate with IFAs and the admin servicing team to ensure efficient workflow and client serviceManage and process client data...
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Financial Planning Assistant
2 weeks ago
Altrincham, Trafford, United Kingdom Reed Full time{"Job Title": "Technical Financial Administrator", "Job Description": "Key ResponsibilitiesAssist in the preparation of client reports and financial plansConduct thorough research on financial products and investment opportunitiesCollaborate with IFAs and the admin servicing team to ensure efficient workflow and client serviceManage and process client data...