Chartered Financial Planners Specialist

1 week ago


Manchester, United Kingdom NJR Recruitment Full time
Job Description

As a Chartered Financial Planners specialist, you will be responsible for assisting in the preparation of financial plans and reports for our clients. This will involve working closely with our financial planners to ensure that all plans are accurate and meet our high standards.

You will also be responsible for maintaining accurate records and ensuring that all client communications are handled efficiently and effectively. A key aspect of this role will be to build strong relationships with our clients, providing them with excellent customer service and support.

To be successful in this role, you will need to have excellent communication skills, both written and verbal, and be able to work well under pressure. You will also need to have a strong understanding of financial planning principles and be able to apply this knowledge to real-world situations.

A competitive salary of £32,000 - £42,000 per annum, plus an annual bonus of up to 7.5% of salary, is available for this role. Our office is based in the heart of Manchester city centre, with a hybrid working pattern that allows you to balance work and personal life.



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