Financial Planning Assistant

Financial Planning Assistant Location: Manchester City Centre / Hybrid Working Pattern: Hybrid, minimum 2 days per week in the office Contract: Permanent, Full-Time NJR Recruitment is working with a highly professional financial planning business to recruit a Financial Planning Assistant to work directly for one of the Firm''s Directors. This is an excellent opportunity for an experienced financial services administrator who enjoys working closely with Financial Planners, Advisers and Paraplanners and is looking for a varied role within a professional financial planning environment. You will support a Director Adviser working with high net worth clients, meaning the role can be varied, complex and high volume. The successful candidate will need to be highly organised, proactive and comfortable managing a significant workload while maintaining accuracy, discretion and an exceptional level of client service. The Role As a Financial Planning Assistant, you will play an important role in supporting the full client journey, from initial enquiry and new business through to implementation and ongoing servicing. You will work closely with Directors, Financial Planners and Paraplanners, ensuring administration is completed accurately, efficiently and in line with internal processes and regulatory requirements. Key Responsibilities Client Service and Communication Act as a professional and helpful point of contact for clients, providers and colleagues Respond to client queries by ..... full job details .....