Our Independent Financial Advice firm client is looking for an IFA administrator with at least 1 year's experience in a financial service / financial advice firm.
Would ideally like someone who wants to work full time but happy to look at part time (4 days or Monday to Friday reduced hours ifpreferred.
Main duties & responsibilities
Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion.
This an opportunity to join a Stockport based IFA and one of the larger companies in the region, and with this comes a team full of good experienced professionals, clear reporting lines and excellent opportunities for personal development.
The Client Relations Administrator supports the Adviser by processing transfers, top-ups, withdrawals and contributions.
Eventus Recruitment Cheshire are seeking an experienced Paraplanner to join a very successful Financial Planning business based in Stockport, Greater Manchester.
This is a great job opportunity to join an established and successful company with big growth plans.
You will benefit from a supportive team, hybrid working (3 days remote at home), ad-hoc bonuses and an excellent pension (up to 7.5% employer contribution), 26 days holiday (plus ability to buy/sell holidays), flexible working policy (core hours 10am to 4pm) and much more.
This respected IFA firm dealing with HNW and UHNW clients is currently seeking an administrator to work as part of their busy team in Stockport.
In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
You must have experience working in an administrational role within financial services and ideally hold CII qualifications or be keen to study these.
SciMed has an exciting opportunity for a Technical Sales Specialist (Product Manager) to join our growing team based at either our Stockport facility or along the M62 corridor.
Eventus Recruitment Cheshire are seeking an experienced Financial Planning / IFA Administrator to join a very successful IFA / Financial Planning business based in Stockport, Greater Manchester.
This is a great job opportunity to join an established and successful company.
You will benefit from a supportive team, hybrid working (50/50), ad-hoc bonuses and an excellent pension (up to 7.5% employer contribution), 26 days holiday (plus ability to buy/sell holidays), flexible working policy (core hours 10am to 4pm) and much more.
We have been established for over 30 years, specialising in recruiting for a number of industries including Printing, Packaging and Engineering.
We recruit for all levels of positions up to board level.
Purpose of role
To proactively support a team of successful industry specialist recruitment consultants in managing their desks through networking, gathering information, and advanced administration.
Our client is a leading distributor of scientific equipment with a customer base across the UK and Ireland looking for an experienced profile within electrochemistry to join them as a Product Manager supporting their continued growth.
You will be mainly responsible for the direct sales activities such as identifying and characterising key customers and key target accounts as well as looking after your existing customer base with the designed territory.
You will also be responsible for carrying out product demonstrations and attending events such as workshops, roadshows, and conferences to maintain a strong and positive customer relationship.