Our private client administration teams work closely with the financial advisers and paraplanners to ensure that we deliver the best possible service to both new and existing clients.
Fast paced, varied and demanding.
Supported by our experienced operations management and learning and development team, our client support administrators receive full industry training to ensure their knowledge is of a high standard.
The Role: I am recruiting a Financial Planning Assistant / Financial Services Administrator on behalf of Smart Financial Ltd., a highly regarded, well-established and ambitious Lifestyle Financial Planning firm based in Manchester (Ancoats M4).
The Person: The successful Financial Planning Assistant / Financial Services Administrator will be highly self-motivated and will be keen to learn and progress within an ambitious and progressive financial planning business.
Working in a small, friendly and collaborative team, the successful Financial Planning Assistant will support the Client Managers (Financial Planners) in providing a trusted and personal financial planning service, delivering a high standard of care to a wide range of clients.
Finance Manager with Plug Me In - Join us in creating a more sustainable future.
If you are passionate about contributing to a sustainable and efficient future, we invite you to apply and join our dynamic team.
About Us
Plug Me In is part of the Calisen Group, a leader in essential energy infrastructure, committed to advancing cleaner, more efficient energy solutions and supporting the transition to net zero.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
Reporting to the Senior Compliance Manager you will be providing input into the product governance, engagement with product teams, regulatory projects, operational change and oversight of financial promotions.
The Compliance policy team purpose is to leverage our relationships and expertise to provide advice, guidance, support and challenge to the business, in order to facilitate safe business growth and help our customers achieve their objectives.
We're currently looking to recruit a Compliance Policy Manager to join the team.
Every Broker is looking to grow and as an Account Executive you need to know that the options you're looking at are the right ones.
You're desperate for a new challenge but I'd be surprised if you wanted to start from scratch again, you've done that before - how nice would it be to take over a book of business and organically grow it!