You will support our client and adviser needs with the highest professional standards and ensure all aspects of the role are met by following our brand and company guidelines.
As a dedicated member of our SIPP administration team you will undertake day-to-day administration work processing requests with vigilance and caution whilst going the extra mile.
This is an exciting opportunity to work in a client-focused environment, providing essential support to financial advisers and contributing to the smooth operation of the business.
We are partnered with a National Financial Planners who are seeking a proactive and detail-oriented Financial Planning Assistant to join their team at Altrincham.
Key Responsibilities
Serve as the primary point of contact for advisers and clients, handling queries and providing updates on administrative matters.
Our client is highly regarded for cultivating long-term relationships through reliable, specialist support.
Job Description
Recruit UK is delighted to offer a fantastic opportunity in Sale, near Manchester, to join a well-established financial advice firm as a Financial Planning (IFA) Administrator.
With a no limits approach, we can rise to any challenge.
Whatever the question, the concern, or the risk, we can get the right people in a room and find the right answer.
Our collective power is also helping us to change the insurance narrative - doing right by our clients while using insurance as a tool to build resilience for individuals, businesses and communities.
Posted by Taylor James Professional Recruitment • £26K/yr to £30K/yr
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
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include:
Our client, a prestigious financial planning firm in Altrincham are looking to appoint an IFA Administrator to join their experienced team on a permanent basis.
Posted by Belinda Roberts Ltd • £30K/yr to £45K/yr
Fast growing business to business Financial Services Business requires Client Manager/Business Analyst for their growing team.
This is yet another new role due to growth!
This is a newly created role that will offer development and progression to the right candidate and the opportunity to work in a really lovely working environment.
Financial Controller Altrincham (Hybrid) £75,000 - £85,000 (DOE), plus bonus, double pension, 25 days hol, staff disc, excellent career development Retail, e-commerce, consumer and wholesale
This is a chance to be a part of a rapidly growing PE backed international business.
Zachary Daniels Finance are proud to be exclusively partnering with this PE backed business at the early stages of a continued success and growth chapter, this company is linked with one of the world's most iconic brands.
Posted by Tallgrass Recruitment Limited • £25K/yr to £27K/yr
Responsibilities and Duties
Customer Service: Provide exceptional service through inbound and outbound communication via telephone and email, ensuring a proactive approach in addressing customer needs.
Scope of Role
As a Case Manager, you will play a crucial role in supporting advisers by gathering necessary information for new mortgage applications and handling frontline customer inquiries.
You will ensure smooth processing of applications, maintain accurate records, and provide excellent customer service through proactive communication.