Business Support Specialist for HNW Wealth Planners
3 weeks ago
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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Financial Services Administrator
1 week ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeHNW Wealth Planners Partnership OpportunityNJR Recruitment is proud to partner with a unique and modern firm of High Net Worth (HNW) Wealth Planners. This esteemed organization has been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, demonstrating its commitment to delivering exceptional professionalism to clients and employees...
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Financial Services Administrator
1 week ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeHNW Wealth Planners Partnership OpportunityNJR Recruitment is proud to partner with a unique and modern firm of High Net Worth (HNW) Wealth Planners. This esteemed organization has been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, demonstrating its commitment to delivering exceptional professionalism to clients and employees...
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IFA Administrator
1 month ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeJob Opportunity:NJR Recruitment is working in partnership with a unique and modern firm of High Net Worth (HNW) Wealth Planners. This firm has been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, demonstrating their commitment to providing high levels of professionalism to clients and employees alike.About the Role:An exciting...
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IFA Administrator
1 month ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeJob Opportunity:NJR Recruitment is working in partnership with a unique and modern firm of High Net Worth (HNW) Wealth Planners. This firm has been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, demonstrating their commitment to providing high levels of professionalism to clients and employees alike.About the Role:An exciting...
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Financial Services Professional
3 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeNJR Recruitment Partnership OpportunityWe are working in partnership with a unique and modern firm of HNW Wealth Planners to find exceptional talent to join their team.About the RoleThis is an exciting opportunity to work with a leading firm in the HNW Wealth Planning sector, providing expert advice and guidance to high net worth individuals.Key...
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Financial Services Professional
3 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeNJR Recruitment Partnership OpportunityWe are working in partnership with a unique and modern firm of HNW Wealth Planners to find exceptional talent to join their team.About the RoleThis is an exciting opportunity to work with a leading firm in the HNW Wealth Planning sector, providing expert advice and guidance to high net worth individuals.Key...
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Financial Services Coordinator
3 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Careers Full timeBusiness Support Role for HNW Wealth PlannersNJR Recruitment Careers is working in partnership with a unique and modern firm of HNW Wealth Planners. This prestigious organization has been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, demonstrating its commitment to providing high levels of professionalism to clients and employees...
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Financial Services Coordinator
3 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Careers Full timeBusiness Support Role for HNW Wealth PlannersNJR Recruitment Careers is working in partnership with a unique and modern firm of HNW Wealth Planners. This prestigious organization has been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, demonstrating its commitment to providing high levels of professionalism to clients and employees...
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IFA Administrator
5 days ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeNJR Recruitment is working in partnership with a unique and modern firm of HNW Wealth Planners. This exciting opportunity is available for an ambitious and talented candidate to join their expanding team. As a Chartered firm, our client is committed to providing high levels of professionalism to clients and employees alike. The successful candidate will...
-
IFA Administrator
5 days ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeNJR Recruitment is working in partnership with a unique and modern firm of HNW Wealth Planners. This exciting opportunity is available for an ambitious and talented candidate to join their expanding team. As a Chartered firm, our client is committed to providing high levels of professionalism to clients and employees alike. The successful candidate will...
-
Financial Services Professional
5 days ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeNJR Recruitment Partnership OpportunityWe are working in partnership with a unique and modern firm of HNW Wealth Planners to find exceptional talent to join their team.About the RoleThis is an exciting opportunity to work with a leading firm in the HNW Wealth Planning sector, providing expert advice and guidance to high net worth individuals.Key...
-
Financial Services Professional
5 days ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeNJR Recruitment Partnership OpportunityWe are working in partnership with a unique and modern firm of HNW Wealth Planners to find exceptional talent to join their team.About the RoleThis is an exciting opportunity to work with a leading firm in the HNW Wealth Planning sector, providing expert advice and guidance to high net worth individuals.Key...
-
IFA Administrator
3 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeHNW Wealth Planners: A Chartered FirmNJR Recruitment is proud to partner with a unique and modern firm of HNW Wealth Planners, awarded 'Chartered' status from the Chartered Insurance Institute in 2013. This achievement demonstrates their commitment to providing high levels of professionalism to clients and employees alike.About the OpportunityAn exciting...
-
IFA Administrator
3 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeHNW Wealth Planners: A Chartered FirmNJR Recruitment is proud to partner with a unique and modern firm of HNW Wealth Planners, awarded 'Chartered' status from the Chartered Insurance Institute in 2013. This achievement demonstrates their commitment to providing high levels of professionalism to clients and employees alike.About the OpportunityAn exciting...
-
Financial Services Administrator
3 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeExciting Opportunity for a Talented AdministratorNJR 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.Our client has been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, demonstrating their dedication to...
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Financial Services Administrator
3 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeExciting Opportunity for a Talented AdministratorNJR 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.Our client has been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, demonstrating their dedication to...
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Financial Administrator
4 days ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeNJR Recruitment is working in partnership with a unique and modern firm of HNW Wealth Planners. Having been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, our client is committed to providing high levels of professionalism to clients and employees alike. **About the Role:** We are seeking an ambitious and talented candidate to...
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Financial Administrator
4 days ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeNJR Recruitment is working in partnership with a unique and modern firm of HNW Wealth Planners. Having been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, our client is committed to providing high levels of professionalism to clients and employees alike. **About the Role:** We are seeking an ambitious and talented candidate to...
-
IFA Administrator
4 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeNJR Recruitment is working in partnership with a unique and modern firm of HNW Wealth Planners. Our client, a Chartered firm, is committed to providing high levels of professionalism to clients and employees alike. An exciting opportunity has arisen for an ambitious and talented candidate to join their expanding team. Working from a dynamic and supportive...
-
IFA Administrator
4 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeNJR Recruitment is working in partnership with a unique and modern firm of HNW Wealth Planners. Our client, a Chartered firm, is committed to providing high levels of professionalism to clients and employees alike. An exciting opportunity has arisen for an ambitious and talented candidate to join their expanding team. Working from a dynamic and supportive...