Administrator for Financial Planning Firm

2 weeks ago


Manchester, United Kingdom NJR Recruitment Careers Full time

At NJR Recruitment Careers, we offer a competitive salary of £30,000 - £40,000 per annum for this exciting opportunity as an Administrator.

Job Overview:

This is an excellent chance to join a well-established firm of Independent & Chartered Financial Planners, offering a solid reputation for providing holistic Financial Advice.

  • Duties and Responsibilities:
    • Administrative tasks including new business inquiries, top-ups, and withdrawals
    • Supporting financial planning meetings and preparing client review reports
    • Liaising with product providers and other third parties
  • Requirements:
    • Excellent communication and organizational skills
    • Ability to work well under pressure and meet deadlines


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