Posted by Resource Matters Ltd • £25K/yr to £33K/yr
Main duties & responsibilities
Managing a bank of consultants and their clients providing first class customer service and excellent administrative support.
General
Our client is an Independent Advice firm who have been voted within the top 20 firms by the FT
The role of the Client Relations Administrator is for a candidate with a minimum of 2 years 'experience working for an IFA practice and experience and understanding of pension and investment products.
(Opportunity to move in to Paraplanning in the future)
IFA Administrator - Stockport with Hybrid Working - £30,000-£31,000
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.
Posted by Ferguson Dean Limited • £35K/yr to £45K/yr
An opportunity has arisen for a Financial Planner to join a practice in Stockport.
You will also provide a support role with a view to taking over the portfolio in an agreed time frame.
The firm are ideally looking for an individual at the start of their advice career to join them to work with a Senior Adviser in the firm to take over a portfolio of HNW clients in the Cheshire region.
Posted by Belinda Roberts Ltd • £50K/yr to £60K/yr
Duties of the role will include
Preparation of monthly Management Accounts for 3 separate businesses.
General
Reporting to the Head of Finance my client is as privately owned business that has gone from strength to strength over the last 5-6 years and continues to do so.
Well established retail/wholesale business based in the Stockport area requires an Assistant Finance Manager for their growing team.
An exciting opportunity has arisen for an experienced client services professional to join a highly-reputable wealth management firm just outside of Manchester.
About the IFA Administrator opportunity
Sitting within the Client Services department, your role will primarily be centred around the firm's clients - you will be their first point of contact and will be responsible for providing a first-class service throughout their journey with the business.