Financial Planning Administrator

13 hours ago


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

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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