An innovative Lead Generation agency are looking for someone to take the lead on all things account management and establish long lasting and meaningful relationships with their clients.
Our clients are a highly regarding firm of Wealth Planners based in modern offices who work across the Northwest and beyond, providing clear, bespoke and impartial financial planning.
Due to progression require an addition Senior Wealth Planning Administrator to join a team of 12 Financial Advisors and approx.
15 other back-office personnel which consist of Paraplanners and support personnel to support you.
Account Manager / Business Development Consultant - Merseyside area
Fantastic opportunity to join a leading investment firm based in Merseyside as an Account Manager or Client Relationship Officer.
Due to phenomenal growth the team is expanding across several key departments, and we are hoping to speak to talented and ambitious people with a strong business management and/or Consultative Sales background.
The ideal candidate will be someone with managerial experience from a financial services background.
Marshall Moore are currently recruiting for an Account Opening Manager to join a firm in Liverpool; a great company with a fantastic culture and work life balance.