Financial Planning and Administration Specialist

14 hours ago


Macclesfield, Cheshire East, United Kingdom NJR Recruitment Ltd Full time

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 product knowledge of Pensions & Investments products. They will be responsible for providing efficient administrative support, preparing correspondence, and maintaining administration systems.

This role offers a competitive salary of £26,600 per annum, 25 days annual leave, and a day off for your birthday. The successful candidate will also enjoy working in a dynamic team environment and contribute to the growth of the company.



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