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Financial Planning Specialist

2 months ago


Eastleigh, Hampshire, 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 Eastleigh 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 service team.

Key Responsibilities:

  • Support the delivery of high-quality wealth management services to clients
  • Assist in the development and implementation of financial plans
  • Provide administrative support to the wealth management team

About the Organisation:

Our client is a highly regarded Wealth Management organisation with a strong reputation in the industry.

They provide Independent Wealth Management advice to both private clients and business owners.

What We Offer:

A dynamic and supportive work environment

Opportunities for career growth and development

A competitive salary and benefits package