On behalf of a well-established and professional client, Reward Recruitment is looking for a Client Services Administrator to join their team, who will play a leading role in organising and supporting the firm's Advisers.
The right candidate must be able to work within a small team and have the confidence to deal directly with clients and providers.
This individual must have self-motivation and the determination to succeed in this role, be detail-focused, have a willingness to learn, and have a "can do" attitude.
Posted by IDEX Consulting Ltd • £70K/yr to £90K/yr
General
My client is in the heart of Manchester city centre and they are looking for an experienced Financial Planner to join their team and build and develop trusted relationships with current and potential clients.
Effective ongoing service to help minimise attrition, and to deliver new instructions and
The Role
To build new client relationships and maintain and develop existing client relationships through.
Posted by IDEX Consulting Ltd • £45K/yr to £50K/yr
The Role
Support and assisting Client Partners and assist the Head of Wealth Planning in researching the client's needs and developing appropriate recommendations.
Proactively completing research and analysis of the client case and of the market of solutions.
General
My client is current looking for an experienced and Senior Paraplanner to join their team in central Manchester.
Financial Services firm with their UK Head office located in Birmingham are looking to hire an experienced Advice Policy Consultant to take ownership of a number of core advice areas in which the firms Financial Advisers operate.
The role holder will be responsible for developing guidelines, processes and products the Financial Advisers use to engage clients and complete the advice process.
Responsibilities will also include working with both internal developers and external suppliers to ensure systems used to provide financial advice are robust and effective to support advice policy and deliver the advice process efficiently whilst maintaining compliance standards.
Posted by Robinson Financial Careers • £25K/yr to £35K/yr
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Manchester.
Posted by The Portfolio Group • £34K/yr to £38K/yr
We are seeking a Legal Advisory Team Manager to oversee and inspire our client's Legal Advisory team of 12.
In this management role, you will play a pivotal part in ensuring the team delivers legally sound advice, assistance, and information across a wide range of legal areas, all while maintaining exceptional service levels.
Are you an experienced legal professional with a passion for leadership?