Financial Planning Administrator - Sale, Greater Manchester, hybrid - up to £37K plus excellent company benefits
We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Manchester office.
Our client are a highly reputable Financial Planning organisation with offices across the UK.
Financial Administrator - Wealth Management Firm - Manchester - Basic salary £28k - £35k - Full study support
My client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the Northwest.
The business has 3 Advisers and overall 10 staff who work with c.200 retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £100k - multiple millions.
Manchester Staff are currently looking for a talented Finance Administrator to join a leading company in the education industry to join their finance department and contribute to the smooth operation of financial processes.
Our client, a prestigious financial planning firm in Manchester are looking to appoint an IFA Administrator to join their experienced team on a permanent basis.
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include:
As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package
Our client, a dynamic consultancy business based in Sale, is seeking a Finance Administrator to join their growing finance team.
The role will assist with a number of roles and processes within finance; debt ledger processes, monthly project invoicing, purchase ledger and project set up management.
You will need experience of working within a Financial Advisor firm as an Administrator to be considered.
My client is a well-known North West based Independent Financial Adviser firm and they are looking for an IFA Administrator to provide support to a team of Independent Financial Advisers in their Manchester office.
You will need to be a strong team player with good interpersonal skills and the ability to communicate effectively with both colleagues and clients.
You will need experience of working within a Financial Advisor firm as an Administrator to be considered.
My client is a well-known North West based Independent Financial Adviser firm and they are looking for an IFA Administrator to provide support to a team of Independent Financial Advisers in their Manchester office.
You will need to be a strong team player with good interpersonal skills and the ability to communicate effectively with both colleagues and clients.
You must have experience working in an administrational role within financial services and ideally hold CII qualifications or be keen to study these.
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.
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.