Business Support Specialist for HNW Wealth Planners

3 weeks ago


Knutsford, Cheshire East, United Kingdom NJR Recruitment Full time
Business Support Role for HNW Wealth Planners

NJR Recruitment is partnering with a unique and modern firm of HNW Wealth Planners to find a skilled Business Support Specialist. The successful candidate will work from a prestigious location in South Manchester, providing full business support to a team of Chartered Financial Consultants and Technical Paraplanners.

Key Responsibilities:
  • Process new business opportunities
  • Manage client relationships
  • Service existing business
  • Work with platforms and create illustrations and client valuations
  • Maintain regular contact with clients and wrap/platform providers

To be successful in this role, candidates should have at least 12 months of experience working for a firm of Financial Planners, with knowledge of Pensions, Investments, and Protection products. Experience with Platforms and Intelligent Office is also a significant advantage.



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