Financial Services Coordinator
5 days ago
A Financial Services Administrator is required to work for our client, a small, established, and growing firm of Financial Advisers.
Supporting two Financial Advisers and working alongside an Administrator / PA, the successful candidate will join the Practice at an exciting time and become a fundamental part of their growth plans.
As part of one of the largest firms of Wealth Managers in the UK, our client offers first-class training and support, as well as ongoing career development.
The successful candidate will be responsible for:
- Managing the Salesforce Database
- Preparing pre-meeting documentation for the Adviser
- Dealing with Client Annual Reviews
- Ensuring Client appointments are made
- Processing new business applications
- Creating Client Valuations & Illustrations
- Liaising with Product Providers and third parties
Candidates applying must have previous experience working for a firm of Financial Planners or for a Provider. They will understand how the industry works and be keen to develop their skills and progress within Financial Planning.
Excellent communication skills are required, and the successful candidate will be smartly presented, with the ability to liaise with HNW Individuals.
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Financial Services Coordinator
6 days ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Ltd Full timeWe are seeking a skilled Financial Services Coordinator to support our client, a leading firm of Financial Advisers. This is an exciting opportunity to join a dynamic team and contribute to the growth of a well-established practice.The successful candidate will be responsible for:Managing the Salesforce databasePreparing pre-meeting documentation for the...
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Financial Services Coordinator
3 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeFinancial Services AdministratorWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at NJR Recruitment. As a key member of our client's practice, you will play a vital role in supporting two Financial Advisers and working alongside an Administrator/PA.Key Responsibilities:Manage the Salesforce database to...
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Financial Services Coordinator
3 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeFinancial Services AdministratorWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at NJR Recruitment. As a key member of our client's practice, you will play a vital role in supporting two Financial Advisers and working alongside an Administrator/PA.Key Responsibilities:Manage the Salesforce database to...
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Financial Services Coordinator
2 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeFinancial Services Administrator OpportunityA Financial Services Administrator is required to support two Financial Advisers and work alongside an Administrator/PA in a small, established, and growing firm of Financial Advisers. The successful candidate will join the Practice at an exciting time and become a fundamental part of their growth plans.Key...
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Financial Services Coordinator
2 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeFinancial Services Administrator OpportunityA Financial Services Administrator is required to support two Financial Advisers and work alongside an Administrator/PA in a small, established, and growing firm of Financial Advisers. The successful candidate will join the Practice at an exciting time and become a fundamental part of their growth plans.Key...
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Financial Services Coordinator
2 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeJob OpportunityA Financial Services Administrator is required to support the growth of a leading firm of Financial Advisers. As a key member of the team, you will be responsible for managing the Salesforce database, preparing pre-meeting documentation, and ensuring client appointments are made. You will also be responsible for processing new business...
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Financial Services Coordinator
2 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeFinancial Services AdministratorA key role has become available within our client's growing firm of Financial Advisers. The successful candidate will provide administrative support to two Financial Advisers and work closely with an Administrator / PA. This is an exciting opportunity to join a dynamic team and contribute to the firm's growth plans.Key...
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Financial Services Coordinator
2 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeFinancial Services AdministratorA key role has become available within our client's growing firm of Financial Advisers. The successful candidate will provide administrative support to two Financial Advisers and work closely with an Administrator / PA. This is an exciting opportunity to join a dynamic team and contribute to the firm's growth plans.Key...
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Financial Services Coordinator
1 week ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Careers Full timeA Financial Services Administrator is required to work for our client, a small, established, and growing firm of Financial Advisers. Supporting two Financial Advisers and working alongside an Administrator / PA, the successful Candidate will join the Practice at an exciting time and become a fundamental part of their growth plans.The successful Candidate...
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Financial Services Coordinator
2 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeJob OpportunityNJR Recruitment is partnering with a leading firm of HNW Wealth Planners to find a highly skilled and motivated individual to join their team.Key ResponsibilitiesProviding comprehensive business support to a team of Chartered Financial Consultants and Technical ParaplannersProcessing new business, client management, and servicing existing...
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Experienced Financial Services Coordinator
2 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeFinancial Services Administrator OpportunityA Financial Services Administrator is required to support two Financial Advisers and work alongside an Administrator / PA in a small, established, and growing firm of Financial Advisers. This is an exciting time to join the Practice and become a fundamental part of their growth plans.Key Responsibilities:Supporting...
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Experienced Financial Services Coordinator
2 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeFinancial Services Administrator OpportunityA Financial Services Administrator is required to support two Financial Advisers and work alongside an Administrator / PA in a small, established, and growing firm of Financial Advisers. This is an exciting time to join the Practice and become a fundamental part of their growth plans.Key Responsibilities:Supporting...
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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 Professional
1 month 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
1 month 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 Administrator
3 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeExciting Opportunity for a Talented CandidateNJR 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.The firm is seeking an ambitious...
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Financial Services Administrator
3 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeExciting Opportunity for a Talented CandidateNJR 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.The firm is seeking an ambitious...
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Experienced Financial Services Professional
2 months ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeAbout NJR RecruitmentWe are a leading recruitment agency specializing in financial services placements.Job SummaryWe are seeking an experienced Financial Services Administrator to join our client, a small, established, and growing firm of Financial Advisers. The successful candidate will support a Financial Adviser and work alongside an Administrator,...
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Experienced Financial Services Professional
4 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeAbout NJR RecruitmentWe are a leading recruitment agency specializing in financial services placements.Job SummaryWe are seeking an experienced Financial Services Administrator to join our client, a small, established, and growing firm of Financial Advisers. The successful candidate will support a Financial Adviser and work alongside an Administrator,...