Wealth Management Administrator

Job Description:NJR Recruitment is representing a highly regarded and National Firm of Independent Financial Planners based in the Macclesfield area. Our client holds an excellent reputation in the industry and provides Independent Wealth Management advice to both private clients and business owners. Due to internal progression, an exciting opportunity has...

Job DescriptionNJR Recruitment is representing a highly regarded National Firm of Independent Financial Planners based in the Macclesfield area.Our client holds an excellent reputation in the industry and provides Independent Wealth Management advice to both private clients and business owners.An exciting opportunity has arisen to join their Client Services...

Wealth Management AssistantThis exciting opportunity has become available to join a well-established National Firm of Independent Financial Planners as an IFA Administrator.As a valued member of the Client Services Team, you will contribute to delivering exceptional service to clients.About the Position:Suitable candidates will have previous experience...

Job Title: Financial Planning AdministratorLocation: MacclesfieldEstimated Salary: 26,500 - 29,500About Our ClientOur client is a well-established and respected firm of Independent Financial Planners, with a strong presence in the Macclesfield area.With a focus on delivering exceptional client service, they provide expert advice on wealth management,...

As a Client Liaison Administrator at Kingswood Group, you will play a critical role in supporting our Advisors and driving sales-related administration.About the RoleWe are looking for an individual who shares our passion for delivering exceptional client service and has experience working within a Wealth Management/Planning environment.Key...

A highly regarded Wealth Management organization is seeking an experienced IFA Administrator to join their client services team in the Macclesfield area. As a key member of the team, you will play a vital role in delivering exceptional customer service and supporting the growth of the business.Key ResponsibilitiesProviding administrative support to the...

Role Overview:We are seeking an experienced Financial Planning Administrator to join our client's team in Macclesfield. This exciting opportunity offers a competitive salary of £25,000 - £28,000, plus benefits such as contributory pension scheme and private healthcare. As a key member of the Client Services Team, the successful candidate will be...

We are seeking an experienced Client Liaison Administrator to join our Kingswood Group team, supporting our Advisors and driving sales-related administration in a dynamic Wealth Management environment.About the RoleThe ideal candidate will have experience working within a Wealth Management/Planning environment and be passionate about delivering exceptional...

A reputable company in the Macclesfield area is seeking a skilled Wealth Management Advisor to join their team.Salary: £25,000 - £28,000The ideal candidate will have a strong understanding of financial planning principles and be able to communicate complex ideas in a clear and concise manner. This is an excellent opportunity for someone looking to start...

We are recruiting for a talented Senior Wealth Management Coordinator to join our client's Client Services Team in Macclesfield. As a key member of the team, you will be responsible for providing administrative support to a number of IFA's, including preparation of correspondence, maintenance of administration systems, and ensuring daily workflow is...

We are excited to partner with a leading independent financial advice firm that is actively looking to grow their Advice team.If you are a highly motivated individual with a strong passion for financial planning and client service, we would love to hear from you.As a Wealth Management Professional, you will be responsible for providing financial advice to...

Award-winning independent financial advisory firm Enable Recruitment seeks an exceptional Wealth Management Professional to join its growing advice team.Job SummaryThis exciting opportunity requires a detail-orientated professional with a passion for financial planning and client service to provide expert advice to existing clients.Delivering comprehensive...

Company OverviewKingswood Group is a leading global provider of trusted wealth planning and investment management solutions. With 9 billion assets under management, we have a growing network of offices across the UK and globally.We serve clients ranging from private individuals to some of the UK's largest universities, with a vision to become a leading...

NJR Recruitment Ltd is representing a National Firm of Independent Financial Planners based in Macclesfield. We are looking for a skilled Financial Planning and Administration Specialist to join their Client Services Team as an IFA Administrator.The ideal candidate will have experience working within an IFA/Wealth Management Practice and possess strong...

Firm Overview: Our Client is a highly regarded National Firm of Independent Financial Planners based in the Macclesfield area.About the Role:We are seeking an experienced Financial Planning Administrator to join our dynamic team.Your Key Responsibilities:Providing administrative support to our Financial Planning team.Assisting with the preparation of...

IFA Administrator OpportunityWe are looking for a talented and experienced IFA Administrator to join our Client Services Team based in Macclesfield.The successful candidate will work from our office in Macclesfield, providing administrative support to a number of IFA's, preparing correspondence, being the main point of contact for IFA's, clients, life...

IFA Administrator VacancyNJR Recruitment Ltd is proud to present an opportunity to join a leading National Firm of Independent Financial Planners as an IFA Administrator.This is a great chance to develop your career in a respected industry and gain valuable experience in Client Services.About the Job:Applicants should have a strong background in working with...

About the RoleOliver James Associates Ltd. is seeking an experienced BPA Implementation and Administration Lead to oversee the implementation and administration of Bulk Purchase Annuity business.This is a unique opportunity for a seasoned professional to take on a leadership role, leading a range of one-off and ongoing management activities.The ideal...

NJR Recruitment CareersWe are representing a highly regarded and National Firm of Independent Financial Planners based in the Macclesfield area.The role will suit someone who has been working within an IFA / Wealth Management Practice. Candidates should have a strong product knowledge of Pensions & Investments products and be used to providing excellent...

Job OverviewOliver James Associates Ltd. is seeking an experienced DB Pensions Administration Specialist to join our team.This is a fantastic opportunity for a seasoned professional to lead the implementation and administration of Bulk Purchase Annuity business, overseeing a range of one-off and ongoing management activities.The ideal candidate will have a...