Financial Planning Assistant

Posted 5 April by NJR Recruitment Easy Apply

NJR Recruitment are working in Partnerhsip with an Independent firm of Financial Advisers and Wealth Planners based in Cheshire. Our Client provide objective and comprehensive advisory services to both Private and Corporate Clients throughout the UK, and now require an additional Administrator to join their team in Northwich.

As Pension and Investment Specialists, our Client are now looking to recruit an industry experienced Administrator to join their growing team of 15. Providing direct support to the Managing Director and the Technical Manager the successful candidate will be responsible for;

  • New business processing - Pensions & Investments
  • Preparing Client valuations and illustrations
  • Providing Client Services support and preparation documentation ahead of meetings
  • Liaising with Clients and Providers


This is a demanding and high pressured role, and our Client requires someone with strong product knowledge of Pensions & Investments. A keen attention to detail and the ability to work unsupervised to ensure that the client experience is excellent, hence our Client requires first class communication skills. Those offering use of Intelligent Office are also of strong advantage.

Reference: 34831466

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