Financial Planning Administrator

2 days ago


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

NJR 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 and provider platforms to process new business applications, create client illustrations and valuations, and liaise with high net worth clients and sports professionals.

Daily Duties:

  • Processing new business applications - pensions and investment
  • Creating client illustrations and valuations
  • Using provider platforms
  • Liaising with high net worth clients and sports professionals
  • Diary management and organizing consultants' diaries

This is a dynamic and growing team that values technical ability and a switched-on work manner. The successful candidate will be highly professional, able to interact and work well as part of a team, and have a strong ability to communicate effectively with clients and colleagues.

NJR Recruitment is committed to finding the right candidate for this role and will provide full support for professional exams and career development.



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