Financial Planning and Advisory Specialist

1 week ago


Crewe, United Kingdom NJR Recruitment Full time

About the Company

NJR Recruitment are proud to be working in partnership with a well-established, independent financial advisory firm based in a picturesque village near Crewe. This successful company provides comprehensive financial services to their clients, and they are now seeking a highly skilled Financial Planning Assistant to join their administration team.

Job Summary

The ideal candidate will possess excellent communication and organisational skills, as well as the ability to work effectively in a fast-paced environment. As a key member of the team, you will provide administrative support to help deliver exceptional customer service and contribute to the growth and success of the business.

About the Role

As a Financial Planning Assistant, you will be responsible for providing high-quality administrative support to the financial planning team. This will include tasks such as data entry, document preparation, and correspondence with clients. You will also assist with the development and implementation of financial plans, ensuring that all requirements are met and deadlines are achieved.

Key Responsibilities

  • Provide administrative support to the financial planning team
  • Assist with data entry, document preparation, and correspondence with clients
  • Support the development and implementation of financial plans
  • Contribute to the growth and success of the business

Benefits and Salary

We offer a competitive salary, estimated to be around £28,000 per annum, which is negotiable based on experience. In addition, we provide 23 days' annual leave, free onsite parking, and a company pension scheme. Our modern offices are located in a beautiful village setting, offering a great work-life balance and easy access to local amenities.

Requirements

  • Excellent communication and organisational skills
  • Able to work effectively in a fast-paced environment
  • Strong attention to detail and ability to maintain confidentiality
  • Ability to work independently and as part of a team

How to Apply

If you are a motivated and organised individual with a passion for finance, please submit your application. We look forward to hearing from you



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