Location
Salary
Posted on
Reference
Stockport
£25000 - £29000
12/05/2023
NJR13344
DESCRIPTION
WEALTH PLANNING ASSISTANT
LOCATION: STOCKPORT
SALARY: 25,000 - 29,000
NJR Recruitment is really pleased to be working in Partnership with a a small and friendly firm of Independent Financial Advisers. Based in a lovely location, just outside of Stockport Town Centre, a new Administrator is now required to join the team and provide direct support to the Director / Financial Planner.
This is a truly exciting opportunity for a high calibre individual, now looking to make a move to improve their career prospects within the Financial Services Sector; you will be provided with an excellent level of basic salary, 5% employer pension contribution, death in service and income protection cover, 25 days holiday plus bank holidays and also close between Christmas and New Year (without any deduction from your holiday entitlement).
The successful candidate will join a lovely team currently consisting of four. Working the standard hours of 8:30am - 4:30pm, the successful candidate will work alongside a Technical Administrator and will directly support the Adviser. Providing dedicated, accurate and efficient sales support, daily duties will consist of;
Running the administration of the company's ongoing planning meeting service for existing clients
Processing any new business applications
Researching clients' policies and investments
Daily use of Intelligent Office, and maintaining an update to system
Providing administration support in relation to valuations, transfer of servicing and client reviews to allow sales consultants to conduct efficient client meetings.
The successful candidate will need to have previous experience working with in a Financial Planning environment. Experience of using the Intelliflo back office system would be an advantage but not essential. You will also have used wrap accounts (ideally Nucleus) and be a fluent user of Word, Excel and PowerPoint.
Candidates should be highly professional with the ability to interact and work well as part of a team
For more information please contact one of our specialist consultants quoting REF: NJR 13344
I am delighted to be working with a leading employer who are seeking for a Transport Admin to join their highly successful team on a permanent full time basis.*
The Hilton Garden Inn Silverstone is situated directly on the Hamilton straight of Silverstone circuit with 197 bedrooms & suites offering views of the famous
In return, EPUT can offer you a range of benefits and development including; Excellent Training facilities and opportunities.
You will be responsible for ensuring that all work is distributed whilst complying with Transport Legislation, Health & Safety and customer service requirements
Handling products with care to maintain quality and ensure they reach customers in the best condition. Holiday starting at 20 days plus a personal day rising to