Financial planning Administrator

Role Description This is a part-time role for a Wealth Management/Pensions Administrator at Finative Financial Planning Ltd in Macclesfield. There is the potential that this could be a full time role in the future. Comprehensive admin support to the financial advisers to include (but not limited to): - Arranging appointments - Preparing letters and...

Job Title: Financial Planning AdministratorLocation: MacclesfieldEstimated Salary: 27,000 - 30,000Company OverviewNJR Recruitment represents a highly regarded and National Firm of Independent Financial Planners based in the Macclesfield area.The firm holds an excellent reputation in the industry, providing Independent Wealth Management advice to both private...

NJR Recruitment is pleased to be representing a highly regarded Wealth Management organisation that is based in the Macclesfield area.Our client holds an excellent reputation within the industry and provides Independent Wealth Management advice to both private clients and business owners.Due to internal progression, an exciting, and newly created opportunity...

NJR Recruitment is pleased to be representing a highly regarded Wealth Management organisation that is based in the Macclesfield area.Our client holds an excellent reputation within the industry and provides Independent Wealth Management advice to both private clients and business owners. Due to internal progression, an exciting, and newly created...

Financial Planning SpecialistWe are representing a reputable National Firm of Independent Financial Planners based in the UK. Our Client is an established provider of Independent Wealth Management advice to both private clients and business owners.An exciting opportunity has arisen to join their Client Services Team as an IFA Administrator, due to internal...

Job DescriptionWe are seeking an experienced Financial Planning Administrator to join our client's team in Macclesfield. The ideal candidate will have a strong background in Wealth Management, with excellent product knowledge of HNW Pensions & Investments.This is a newly created opportunity within the client services team, supporting Independent Financial...

**FINANCIAL SERVICES ADMINISTRATOR - £24-£27K (dependent on experience)** Our client is a very well-established Financial Services/ Wealth Management company who have offices across the UK and across Europe. They work with a variety of clients and are now looking for a bright and proactive individual who has worked within Financial Services/Wealth...

NJR Recruitment is pleased to be representing a highly regarded Wealth Management organisation that is based in the Macclesfield area.Our client holds an excellent reputation within the industry and provides Independent Wealth Management advice to both private clients and business owners. Due to internal progression, an exciting, and newly created...

**FINANCIAL SERVICES ADMINISTRATOR - £24-£27K (dependent on experience)** Our client is a very well-established Financial Services/ Wealth Management company who have offices across the UK and across Europe. They work with a variety of clients and are now looking for a bright and proactive individual who has worked within Financial Services/Wealth...

**FINANCIAL SERVICES ADMINISTRATOR - £23-£28K (dependent on experience)** Our client is a very well-established Financial Services/ Wealth Management company who have offices across the UK and across Europe. They work with a variety of clients and are now looking for a bright and proactive individual who has worked within **Financial Services/Wealth...

Are you someone with customer service experience ideally within a Wealth Management/Wealth Planning environment? We're looking to add to our team of Client Liaison Administrators in our Macclesfield office. Working alongside our team of experts, as Client Liaison Administrator, you will often be the first person advisors and/or clients will contact, so you...

About Our ClientNJR Recruitment is pleased to be representing a highly regarded Wealth Management organisation based in the Macclesfield area.Our client holds an excellent reputation within the industry, providing independent wealth management advice to both private clients and business owners.Opportunity OverviewAn exciting opportunity has arisen due to...

NJR Recruitment is pleased to be representing a highly regarded Wealth Management organisation that is based in the Macclesfield area. Our client holds an excellent reputation within the industry and provides Independent Wealth Management advice to both private clients and business owners. Due to internal progression, an exciting, and newly created...

We are seeking a highly skilled Financial Planning Manager to oversee financial planning, reporting, and analysis for beBee Professionals in Macclesfield, UK. Key responsibilities include:Preparing financial reports, forecasts, and budgets for management review.Monitoring and managing the company's cash flow to ensure financial stability.Overseeing month-end...

We are seeking an experienced Financial Planning Expert to join our team at a highly regarded National Firm of Independent Financial Planners based in the Macclesfield area.Estimated Salary: £27,500The successful candidate will have excellent communication skills and be able to provide independent wealth management advice to private clients and business...

Are you a highly skilled accounting professional looking for a new challenge? Do you have a passion for financial planning and analysis?We are seeking an experienced Rent & Service Charge Accountant to join our team at Peaks & Plains Housing Trust. As a key member of our finance team, you will play a critical role in ensuring the financial health and...

We are excited to collaborate with a renowned financial services organization that is expanding its advisory team in the region.If you have a passion for delivering exceptional financial planning and ensuring client satisfaction, we invite you to consider this opportunity.Delivering high-quality financial guidance to a portfolio of existing clients across...

NJR Recruitment is pleased to be representing a highly regarded Wealth Management organisation that is based in the Macclesfield area.Our client holds an excellent reputation within the industry and provides Independent Wealth Management advice to both private clients and business owners.Due to internal progression, an exciting, and newly created opportunity...

NJR Recruitment is pleased to be representing a highly regarded Wealth Management organisation that is based in the Macclesfield area.Our client holds an excellent reputation within the industry and provides Independent Wealth Management advice to both private clients and business owners. Due to internal progression, an exciting, and newly created...

NJR Recruitment is pleased to be representing a highly regarded Wealth Management organisation that is based in the Macclesfield area.Our client holds an excellent reputation within the industry and provides Independent Wealth Management advice to both private clients and business owners. Due to internal progression, an exciting, and newly created...