Current jobs related to Financial Planning Administrator - Altrincham, Trafford - NJR Recruitment
-
Financial Planning Administrator
4 weeks ago
Altrincham, Trafford, United Kingdom NJR Recruitment Full timeFinancial Planning Administrator OpportunityNJR Recruitment is partnering with a reputable firm of Financial Planners to find an additional Administrator to support their team in Altrincham. The successful candidate will work closely with experienced Financial Planning Administrators, providing direct support to busy Financial Consultants.Key...
-
Financial Planning Administrator
4 weeks ago
Altrincham, Trafford, United Kingdom NJR Recruitment Full timeFinancial Planning Administrator OpportunityNJR Recruitment is partnering with a reputable firm of Financial Planners to find an additional Administrator to support their team in Altrincham. The successful candidate will work closely with experienced Financial Planning Administrators, providing direct support to busy Financial Consultants.Key...
-
Financial Planning Administrator
2 days ago
Altrincham, Trafford, United Kingdom NJR Recruitment Full timeWe are seeking an experienced Financial Planning Administrator to join our team at NJR Recruitment. This is a fantastic opportunity for someone with a proven background in working within a Financial Planning Practice to take their career to the next level.Job Description:As a Financial Planning Administrator, you will play a vital role in supporting the...
-
Chartered Financial Planning Assistant
2 weeks ago
Altrincham, Trafford, United Kingdom mbf. Full timeFinancial Planning Administrator Rolembf. is seeking a highly motivated Junior Financial Planning Administrator to join their dynamic team in Altrincham. As a key member of the Financial Planning department, you will play a crucial role in supporting the Financial Planning Administrators in providing top-notch financial advice to high-net-worth...
-
Client Relationship Manager
4 weeks ago
Altrincham, Trafford, United Kingdom Brookfield Financial Planning Full timeJob Title: Client Relationship ManagerWe are seeking an experienced Client Relationship Manager to join our team at Brookfield Financial Planning. This role involves supporting our Financial Advisers and Paraplanners in a fast-paced office environment.Key Responsibilities:Act as the primary point of contact for clients, providing exceptional customer service...
-
Financial Planning Assistant
4 weeks ago
Altrincham, Trafford, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly organized and detail-oriented Client Support Administrator to join our team at Blakemore Recruitment.Job PurposeTo provide exceptional support to our Financial Planning Consultants, ensuring seamless sales processes and exceptional client experiences.Key ResponsibilitiesProvide efficient new business processing services, ensuring...
-
Financial Administrator
3 weeks ago
Altrincham, Trafford, United Kingdom Hardy Booth Recruitment Full timeAs a Financial Administrator with Hardy Booth Recruitment, you will be responsible for providing administrative support to the finance team in Altrincham.Key Responsibilities:Financial data entry and managementPreparation of financial reports and statementsAssistance with financial planning and budgetingAdministration of employee benefits and...
-
Financial Planning Professional
2 weeks ago
Altrincham, Trafford, United Kingdom Taylor James Professional Recruitment Full timeWe are seeking a highly skilled Trainee Financial Planner to join our prestigious client-based team in Manchester.This is an excellent opportunity for a Paraplanner looking to transition into a Financial Planning role. No advisory experience is required, as full training is provided.The successful candidate will inherit a client base, which will be increased...
-
Client Relationship Manager
4 weeks ago
Altrincham, Trafford, United Kingdom Brookfield Financial Planning Full timeClient Relationship ManagerWe are seeking an experienced Client Relationship Manager to join our team at Brookfield Financial Planning. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, ensuring their needs are met and exceeded.Key Responsibilities:Reconcile fee expectations with...
-
Client Relationship Manager
4 weeks ago
Altrincham, Trafford, United Kingdom Brookfield Financial Planning Full timeClient Relationship ManagerWe are seeking an experienced Client Relationship Manager to join our team at Brookfield Financial Planning. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, ensuring their needs are met and exceeded.Key Responsibilities:Reconcile fee expectations with...
-
Client Relationship Manager
4 weeks ago
Altrincham, Trafford, United Kingdom Brookfield Financial Planning Full timeClient Relationship ManagerWe are seeking an experienced Client Relationship Manager to join our team at Brookfield Financial Planning. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, ensuring their needs are met and exceeded.Key Responsibilities:Reconcile fee expectations with...
-
Client Relationship Manager
4 weeks ago
Altrincham, Trafford, United Kingdom Brookfield Financial Planning Full timeClient Relationship ManagerWe are seeking an experienced Client Relationship Manager to join our team at Brookfield Financial Planning. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, ensuring their needs are met and exceeded.Key Responsibilities:Reconcile fee expectations with...
-
Financial Planning Support Specialist
3 weeks ago
Altrincham, Trafford, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a Financial Planning practice based in Altrincham who are looking for a Client Support Administrator.Job PurposeTo provide dedicated, accurate and efficient sales support service for agreed Financial Planning Consultants.ResponsibilitiesProviding an efficient new business processing service for sales consultants, completing...
-
Altrincham, Trafford, United Kingdom Taylor James Professional Recruitment Full timeIFA Administrator RoleWe are working with a prestigious financial planning firm in Altrincham to find a skilled IFA Administrator to join their team on a permanent basis. The successful candidate will be a key part of a team that supports experienced paraplanners and financial planners in providing exceptional client service.The role involves a range of...
-
Financial Services Administrator
2 months ago
Altrincham, Trafford, United Kingdom NJR Recruitment Full time{"title": "Administrative Support Opportunity", "subtitle": "Support a boutique firm of Independent Financial Planners", "content": "NJR Recruitment is working in partnership with a boutique firm of Independent Financial Planners servicing a bank of high net worth clients.The firm is seeking an experienced administrative support specialist to join their...
-
Financial Services Administrator
2 months ago
Altrincham, Trafford, United Kingdom NJR Recruitment Full time{"title": "Administrative Support Opportunity", "subtitle": "Support a boutique firm of Independent Financial Planners", "content": "NJR Recruitment is working in partnership with a boutique firm of Independent Financial Planners servicing a bank of high net worth clients.The firm is seeking an experienced administrative support specialist to join their...
-
Financial Services Administrator
1 month ago
Altrincham, Trafford, United Kingdom NJR Recruitment Full timeIFA Administrator OpportunityNJR Recruitment is partnering with a boutique firm of Independent Financial Planners to find an experienced IFA Administrator to support their team in Altrincham.Key Responsibilities:Provide efficient administrative support to the advisersEnsure work is processed accurately and efficientlyContribute to the smooth operation of the...
-
Financial Services Administrator
1 month ago
Altrincham, Trafford, United Kingdom NJR Recruitment Full timeIFA Administrator OpportunityNJR Recruitment is partnering with a boutique firm of Independent Financial Planners to find an experienced IFA Administrator to support their team in Altrincham.Key Responsibilities:Provide efficient administrative support to the advisersEnsure work is processed accurately and efficientlyContribute to the smooth operation of the...
-
Financial Administrator
4 weeks ago
Altrincham, Trafford, United Kingdom Reed Full timeAccounts AssistantWe are seeking an experienced Accounts Assistant to join our team at Reed. This is a fantastic opportunity for the successful candidate to work with a leading organisation.Key Responsibilities:Raise, send, and pay invoices, as well as chase late payments.Reconcile company accounts and ensure financial records are accurate.Process purchase...
-
Financial Administrator
4 weeks ago
Altrincham, Trafford, United Kingdom Reed Full timeAccounts AssistantWe are seeking an experienced Accounts Assistant to join our team at Reed. This is a fantastic opportunity for the successful candidate to work with a leading organisation.Key Responsibilities:Raise, send, and pay invoices, as well as chase late payments.Reconcile company accounts and ensure financial records are accurate.Process purchase...
Financial Planning Administrator
2 months ago
We 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 specialises in advising high-profile clients.
Key Responsibilities:
- Support the financial planning team
- Administer financial planning services
- Work with high-profile clients
Requirements:
- Experience working in financial planning
- Strong administrative skills
- Ability to work with high-profile clients
