Financial Adviser jobs in Knutsford
View similar jobs with this employerNJR RecruitmentKnutsford- " Extensive diary management and booking appointments / conferences / networking events.
- " Liaising with and updating HNW individuals.
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- Recruit UK5.0Knutsford WA16
- A minimum of 2 years’ experience in a Paraplanning role, preferably within an independent financial adviser (IFA) environment.
- 25 days holiday per year.
- NJR RecruitmentAltrincham
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- HL Financial LtdChester CH1 2DS
- Maintain financial records and files in an organized fashion.
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- Foresters FinancialWarrington
- Understanding of the financial services and products we provide.
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- MonzoRemote in Manchester
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Will Writer
Urgently neededEssential Insurance4.2Sale M33 6HE- Coordinate with financial advisers, solicitors, and other stakeholders to implement comprehensive plans.
- Strong understanding of inheritance tax laws, wealth…
- Jane Deane Recruitment LimitedManchester M1 2BS
- If you are eager to progress to being a authorised financial adviser within 6 months please apply.
- Participate in training sessions to enhance knowledge of…
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- Kingswood Wealth Management LtdRamsbottom BL0 9PDTypically responds within 1 day
- Working closely with our in-house financial adviser to support clients with broader financial needs.
- Minimum 1 year of experience as a mortgage adviser.
View similar jobs with this employerNJR RecruitmentManchester- " Assist in creating financial planning solutions based on client objectives.
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Job Post Details
Financial Adviser Support
Job details
Pay
- £28,000 - £33,000 a year
Job type
- Permanent
- Full-time
Location
Full job description
Financial Adviser Support (SJP Practice)
28,000 - 33,000
Central Knutsford
*To be considered for this role, Candidates will offer experience of working for a Partner Practice of St James Place *
An Experienced Candidate is required to work for our Clients, a respected and growing firm of Financial Advisers who form part of one of the largest firms of Wealth Managers in the UK. Our Client offers first class training and support and ongoing career development and now require someone to work in an incredibly busy role supporting the Financial Planners. It is essential that those applying for the role can demonstrate capability of working in a changing and fast paced environment, whilst managing and liaising a client bank of High Net Worth Individuals.
Daily duties will consist of;
" Extensive diary management and booking appointments / conferences / networking events
" Liaising with and updating HNW individuals
" Sending LOA's to client for signature
" Processing new business applications
" Preparing Client valuations & illustrations
" Dealing with annual review process -
o Organising
o Preparing pre-meeting paperwork
o Sending LOA's and requests for information to providers
Candidates coming from a Financial Services background and those offering knowledge of Pensions & Investments would be of benefit, but this is not essential however a professional services background is. As mentioned above, the ability to work in a fast paced and pressurised team environment is imperative.
NJR 15639
#FIN
Job Types: Full-time, Permanent
Pay: £28,000.00-£33,000.00 per year
Work Location: In person
Reference ID: NJR 15639