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Financial Services Administrator

2 months ago

Knutsford, Cheshire East, United Kingdom NJR Recruitment Full time
Exciting Opportunity for a Talented Candidate

NJR Recruitment is working in partnership with a unique and modern firm of HNW Wealth Planners. Having been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, our client is committed to providing high levels of professionalism to clients and employees alike.

The firm is seeking an ambitious and talented candidate to join their expanding team. Working from a dynamic and supportive environment, the successful candidate will have the opportunity to develop their skills and expertise in a rapidly evolving industry.

Key Responsibilities:

  • Providing administrative support to the wealth planning team
  • Assisting with the preparation of financial plans and reports
  • Developing and maintaining relationships with clients and stakeholders
  • Contributing to the development of new business initiatives

Requirements:

  • Strong administrative and organizational skills
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment
  • Knowledge of financial services and wealth planning principles

About the Client:

The client is a leading provider of wealth planning services to high net worth individuals and families. They are committed to delivering exceptional client service and have a strong reputation for professionalism and expertise.