Wealth Management Associate

2 days ago


Macclesfield, Cheshire East, United Kingdom NJR Recruitment Full time

Firm Overview: Our Client is a highly regarded National Firm of Independent Financial Planners based in the Macclesfield area.

About the Role:

We are seeking an experienced Financial Planning Administrator to join our dynamic team.

Your Key Responsibilities:

  • Providing administrative support to our Financial Planning team.
  • Assisting with the preparation of financial plans for clients.
  • Managing client data and maintaining accurate records.

Requirements:

To be successful in this role, you will need:

  • A strong background in finance or administration.
  • Excellent communication and organisational skills.
  • The ability to work accurately and efficiently under pressure.

Location: Macclesfield.

Salary: Estimated at £28,000 - £31,000 per annum.

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