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Financial Administrator

2 months ago

Knutsford, United Kingdom NJR Recruitment Full time
Exciting Opportunity for a Financial Administrator

NJR Recruitment is working in partnership with a unique and modern firm of HNW Wealth Planners, committed to providing high levels of professionalism to clients and employees alike.

As a result of their expanding team, an exciting opportunity has arisen for an ambitious and talented candidate to join their prestigious location in South Manchester.

The successful candidate will be responsible for providing full business support to a team of Chartered Financial Consultants and Technical Paraplanners, including:

  • Processing of new business
  • Client management
  • Servicing existing business
  • Platform based work
  • Creating Illustrations & Client Valuations
  • Regular contact directly with clients & wrap/platform providers

To be successful in this role, candidates should have at least 12 months experience working for a firm of Financial Planners with knowledge of Pensions, Investments and Protection products.

Those who are keen to work towards the R0 exams will be fully encouraged and financially supported. Experience of using Platforms and Intelligent Office is also a distinct advantage.