Financial Planning Administrator

2 weeks ago


Macclesfield, Cheshire East, United Kingdom NJR Recruitment Full time
Job Opportunity: NJR Recruitment is proud to represent a highly regarded Wealth Management organisation based in the Macclesfield area. Our client holds an excellent reputation within the industry, providing Independent Wealth Management advice to private clients and business owners.

Role Overview: Due to internal progression, a newly created opportunity has arisen to join their client services team as an IFA Administrator. This role will suit someone with strong product knowledge within HNW Pensions & Investments and excellent experience in delivering a first-class service to clients.

Key Benefits:
  1. Hybrid working
  2. ~25 days annual leave
  3. Contributory pension scheme
  4. Private Healthcare
  5. Life assurance
  6. Health insurance
  7. Cycle to work scheme

Requirements: The ideal candidate will have been working within an IFA/Wealth Management Practice and possess excellent product knowledge within HNW Pensions & Investments. They must also have a strong track record of delivering exceptional client service.

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