Financial Adviser jobs in Stockport
- NJR RecruitmentWythenshaweEmployerActive 21 days ago
- Up to £30,000 + Benefits + Free Parking *.
- Up to 10% performance related bonus.
- 25 days holiday + 8 days bank holiday.
- Job Types: Full-time, Permanent.
View similar jobs with this employerParaplanner
NewNJR RecruitmentManchesterPostedPosted 1 day ago- " If required, attend client meetings with advisers.
- An opportunity is available for an experienced and technically minded Senior Client Support to join the…
- Capio RecruitmentStockportEmployerActive 2 days ago
- Providing administrative support to financial advisers, paraplanners and external clients.
- Candidates will have previous experience working within a financial…
- Jane Deane Recruitment LimitedManchesterPostedPosted 1 day ago
- Options for support towards study for recognised financial services.
- Processing fund switches, surrenders, income and investment withdrawals Product and…
Mortgage Adviser (Second Charge Products)
Urgently neededFluent Money3.9BoltonTypically responds within 3 daysEmployerActive 2 days ago- Skillfully navigating the financial landscape of your customer to source the most suitable products tailored to requirements.
- 12 flexible WFH days per year.
- NJR RecruitmentStockportEmployerActive 2 days ago
- With clients ranging from indviduals to blue chip corporates, they ensure that the advice and service they deliver is right all the time.
- AJ BellHybrid work in Manchester M5 3EETypically responds within 1 dayEmployerActive 3 days ago·
- You’ll be responsible for answering inbound calls, responding to incoming emails, and using a secure messaging system to deliver award-winning service to our…
- View all AJ Bell jobs - Manchester jobs - Support Advisor jobs in Manchester
- Salary Search: Adviser Support Agent salaries in Manchester
- See popular questions & answers about AJ Bell
- Fluent Money3.9BoltonTypically responds within 3 daysEmployerActive 2 days ago
- Skilfully navigating the financial landscape of your customer to source the most suitable products tailored to requirements.
- 12 flexible WFH days per year.
- McGregor RecruitmentKnutsfordEmployerActive 2 days ago·
- Receiving and acting on instructions from advisers and paraplanners following client meetings.
- They provide financial planning services for high network…
- AJ BellHybrid work in Manchester M5 3EETypically responds within 1 dayEmployerActive 2 days ago·
- Experience of financial services, or a keen interest in it, is desirable.
- Working in our Exchange Quay, Manchester office day to day responsibilities include…
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- Adviser Services Holdings LimitedHybrid work in Knutsford WA16 0SREmployerActive 2 days ago
- Experience in providing written and verbal feedback to financial advisers.
- Minimum 2 years' financial services experience.
- Problem solving and decision making.
View similar jobs with this employerRecruit UK5.0SaleEmployerActive 2 days ago- Data entry into the back-office system – (Intelligent Office).
- Management/maintenance of the back-office system (Intelliflo).
- AJ BellManchester M5 3EETypically responds within 1 dayPostedJust posted·
- Our Dealing Services Agents support customers by phone, email and secure message, placing and executing deals over the phone ensuring that the highest level of…
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View similar jobs with this employerNJR RecruitmentManchesterEmployerActive 8 days ago- Up to 32,000 + Benefits + Free Parking .
- Up to 10% performance related bonus.
- 25 days holiday + 8 days bank holiday*.
- Job Types: Full-time, Permanent.
View similar jobs with this employerCapio RecruitmentManchesterEmployerActive 2 days ago- A relevant degree or experience working within financial services would be advantageous.
- Specialising in Financial Planning and Wealth Management for both…
Job Post Details
Administrator - Pensions & Investments - job post
Job details
Here’s how the job details align with your profile.Pay
- Up to £30,000 a year
Job type
- Full-time
- Permanent
Location
BenefitsPulled from the full job description
- Company pension
- Free parking
- On-site parking
Full job description
FINANCIAL PLANNING ADMINISTRATOR
WYTHENSHAWE AREA
Up to £30,000 + Benefits + Free Parking
Up to 10% performance related bonus
25 days holiday + 8 days bank holiday
5% company pension contribution
Onsite parking
Flexible medical package
NJR Recruitment are working in Partnership with a growing and ambitious firm of Financial Advisers based in South Manchester who are offering an exciting opportunity for an experienced IFA Administrator to join their growing team. Candidates applying for the role MUST be happy to work in a varied and challenging environment and really enjoy variety in the role.
Covering all aspects such as; Client Care; IFA Admin, and Paraplanning Support the role will include;
" Overseeing and processing of new business
" Proactive ongoing client management
" Servicing existing business
" Managing Client relationships
" Preparing pre-meeting documentation
" Paraplanning support and working closely with the Paraplanning team
" Platform based work
" Illustrations & regular contact directly with clients & wrap/platform providers
" Responsible for the day to day oversight of your own workflow and the Directors diary
Our Client is looking for someone who offers a strong background within Financial Planning who understands Pensions & Investments, can do basic Paraplanning and who is extremely organised with the capability of managing a busy workload. It is also essential that those applying offer strong problem solving skills and are able to think outside of the box.
NJR 14827
#IND1
#FIN
Job Types: Full-time, Permanent
Work Location: In person
Reference ID: NJR 14827