We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Manchester office.
Financial Planning Administrator - Sale, Greater Manchester, hybrid - up to £37K plus excellent company benefits
Our client are a highly reputable Financial Planning organisation with offices across the UK.
We are representing a credible and boutique Firm of Financial Planners who have a large presence throughout the North West who are known for providing bespoke Financial Planning advice to their extensive and growing Client base consisting of high net worth individuals.
Our client, a leading firm in the financial services industry are looking for a client manager to join their team.
As a rapidly growing business, they are committed to delivering exceptional financial services to their diverse client base, and they need a Client Manager who shares their passion for excellence and is eager to contribute to their continued success.
Key Responsibilities - Client Manager
Manage a portfolio of clients, overseeing their financial needs and ensuring satisfaction.
A Financial Planning company based in North Manchester are looking for an experienced Client Support to join them and support the Financial Planners and work closely with the clients.
The role will see you utilise all the years' experience you have gained supporting Financial Planners, as the opportunity requires wraparound support from pre meeting support including the preparation of the meeting pack, existing valuations and the setting up of a new client files.
You can expect a salary to £35,000 for exceptional client support experience as well as some very good benefits.
If you are an experienced Financial Planning Administrator who really enjoys the varied nature of the role, and with it the opportunity to suggest ideas for improvement to the client and adviser journey, then I've a role for you to consider.
The salary for this role would be £24,000 - £28,000 as a guide with additional benefits.
This is flexible as it is essential they secure the right candidate so if the following appeals and you are seeking more please do pursue as this is negotiable.
Our client, a prestigious firm of financial planners in Manchester city centre are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis.
Working from home or out of prestigious offices (home working available), you will be an integral part of the firm's technical function.
Working closely with the advisers, duties and responsibilities will include
Writing and tailoring high quality suitability letters based on consultation with the Adviser.