Wealth Management Support Role

10 hours ago


Macclesfield, Cheshire East, United Kingdom NJR Recruitment Ltd Full time
Wealth Management Assistant

This exciting opportunity has become available to join a well-established National Firm of Independent Financial Planners as an IFA Administrator.

As a valued member of the Client Services Team, you will contribute to delivering exceptional service to clients.

About the Position:

Suitable candidates will have previous experience working within an IFA / Wealth Management Practice.

  • Product knowledge of Pensions & Investments is crucial.
  • Candidates must demonstrate excellent client-facing skills.
Our Offer:

The successful candidate can anticipate:

  • 25 days annual leave per year.
  • A contributory pension scheme.
  • Private Healthcare.
  • Life assurance.
  • Health insurance.
  • Career Development opportunities.
  • A cycle to work scheme.

This role is expected to earn approximately £25,000 - £28,000 annually.



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