Posted by The Eventus Recruitment Group • £30K/yr to £32K/yr
Eventus Recruitment Cheshire are seeking an experienced Financial Planning Administrator to join a very successful IFA and 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.
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 Resource Matters Ltd • £25K/yr to £33K/yr
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.
Main duties & responsibilities
Managing a bank of consultants and their clients providing first class customer service and excellent administrative support.
Posted by Hallidays HR Limited • £90K/yr to £100K/yr
Up to £100,000 per annum depending on experience
Our client is a non-for-profit organisation, providing residential care to older people in an environment in which they can stay well and live their 'life in colour'.
With more than 20 years of experience in supporting people, they have 10 homes across the borough of Stockport and 2 in Staffordshire.
An exciting opportunity has arisen for a versatile and results-driven Billings/Credit Controller with a proven track record in data analysis and excel skills.
This role offers a competitive salary of £28,000, based on experience, with the potential to earn monthly bonuses.
The successful candidate will be based in the vibrant location of Didsbury, Manchester with 1 day working from home once trained.
(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.
Manage a bank of consultants and their clients, providing excellent customer service and administrative support.
General
The role involves managing a bank of consultants and their clients, processing various financial transactions, and ensuring all tasks are completed accurately and in a timely manner.
We are seeking an experienced IFA Administrator with a minimum of 2 years' experience in an IFA practice, to provide first-class customer service and administrative support.
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.