Financial Planning Administrator

Financial 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 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...

Due to continued growth and internal promotion, an exciting opportunity has arisen for an experienced financial services administrator to join our team, based at our Altrincham Office, Greater Manchester. You will have knowledge of the financial planning process and ideally be experienced in providing client and financial adviser support. The role covers a...

An exciting opportunity has arisen for a Financial Planning Administrator to work with one of the leading Wealth management firms. **Key Purposes** To provide efficient administrative support for financial planners to assist delivery of bespoke solutions to clients as part of the financial advice process. To accurately process business in line with the...

**Role Responsibilities** The incoming Senior Financial Planning Administrator will deal with a range of client queries. Key tasks include: - Produce EIS & VCT summaries for clients when requested - Liaise with providers to resolve queries - Overseeing withdrawal requests - Processing new business submissions - Preparing meeting packs - Ensuring...

Financial Planning Assistant OpportunityWe are partnering with a National Financial Planners to seek a proactive and detail-oriented Financial Planning Assistant to join their team. This role is ideal for a client-focused individual looking to provide essential support to financial advisers and contribute to the smooth operation of the business.Key...

We 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...

Successful IFA Practice based in Altrincham require an additional Financial Planning Administrator to compliment their existing team. This role involves looking after an adviser on a one-to-one basis dealing with the full range of financial planning products. Duties as follows: - Key Areas Provide an effective link between client and consultant. Ensure...

Financial 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...

Job 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 Administrator** **Altrincham** **Up to £30,000** NJR Recruitment are working in partnership with a well-known and highly regarded firm of Financial Planners who are keen to hear from an experienced and technically minded Financial Planning Assistant. - Providing direct support to a team of Financial Consultants, daily duties will be...

We 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...

As 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 Assistant - Salary: £28k+ Benefits We are partnered with a National Financial Planners who are seeking a proactive and detail-oriented Financial Planning Assistant to join their team at Altrincham. This is an exciting opportunity to work in a client-focused environment, providing essential support to financial advisers and contributing to...

Financial Planning Assistant - Salary: £28k+ Benefits We are partnered with a National Financial Planners who are seeking a proactive and detail-oriented Financial Planning Assistant to join their team at Altrincham. This is an exciting opportunity to work in a client-focused environment, providing essential support to financial advisers and contributing to...

Financial Planning Assistant - Salary: £28k+ Benefits We are partnered with a National Financial Planners who are seeking a proactive and detail-oriented Financial Planning Assistant to join their team at Altrincham. This is an exciting opportunity to work in a client-focused environment, providing essential support to financial advisers and contributing to...

Financial Planning Assistant - Salary: £28k+ Benefits We are partnered with a National Financial Planners who are seeking a proactive and detail-oriented Financial Planning Assistant to join their team at Altrincham. This is an exciting opportunity to work in a client-focused environment, providing essential support to financial advisers and contributing to...

**Position Summary** Due to continued growth, Capstone Financial is seeking a Client Administrator to join our busy administration team based in the Altrincham area. **Role Purpose** Supporting the adviser team and the wider operation, ensuring that new business cases are processed effectively; whilst maintaining a timely turnaround and high level of...

**reference**: BBBH19130_1691662225 Administration Assistant **Vacancy Type**: Permanent **Location**: Altrincham, Greater Manchester **Salary**: Up to £18000.00 per annum Trainee Administrator - Altrincham - Permanent circa £18,000 I'm currently working with a brilliant legal firm based in Altrincham - assisting them in their search for a Trainee...

We 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...