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Business Support Specialist

2 months ago

Knutsford, United Kingdom NJR Recruitment Full time
NJR Recruitment is partnering with a prestigious firm of HNW Wealth Planners to find an ambitious and talented candidate to join their expanding team. Located in South Manchester, the successful candidate will provide full business support to a team of Chartered Financial Consultants and Technical Paraplanners. Key responsibilities include:
• Processing new business
• Client management
• Servicing existing business
• Platform-based work
• Creating illustrations and client valuations
• Regular contact with clients and wrap/platform providers
To be successful, candidates should have at least 12 months of experience working for a firm of Financial Planners with knowledge of Pensions, Investments, and Protection products. Those interested in pursuing the R0 exams will be encouraged and financially supported. Experience with Platforms and Intelligent Office is also an advantage.