Posted by Lucy Walker Recruitment Ltd • £25K/yr to £28K/yr
They are looking to grow their account management team and are looking for an experienced Account Manager who can join and manage a large portfolio of clients.
Our client are a growing FMCG company who sit within the convenience products sector.
Whilst managing your active accounts, you will be keeping in touch with all existing clients, replenishing orders, upselling, and then onboarding new accounts daily.
Posted by Page Personnel Finance • £22K/yr to £28K/yr
General
A IFA Administrator is being recruited for a successful wealth management firm based in Liverpool.
Due to internal promotions, this firm is looking to recruit an IFA Administrator and allow someone to take on a role that will offer progression as well as study support.
Berkshire IFA is an ambitious and growing company committed to our Clients, the outcomes they are seeking, and to our team of people who will help our clients achieve these outcomes.
About Us, Our Clients and Our People
We support all of our team in their own journey both professionally and on a more personal level.
Join a progressive and high-performing Independent Financial Adviser (IFA) firm that is making waves in the financial planning industry.
They are expanding rapidly and are seeking a talented individual to join our team as an Operations Manager / Assistant to the Managing Director.
Our client is dedicated to providing a modern financial planning experience, combining personalised client service with cutting-edge financial technology.
Posted by Financial Divisions • £45K/yr to £50K/yr
Our client is a highly regarded, well established Wealth Manager who are looking to strengthen their IFA Administration function management team with the recruitment of a highly talented Senior IFA Administration specialist who has some experience of supervising/managing an IFA/Client services team within a Wealth Management firm/practice.
This will require all encompassing aspects of people management, including mentoring, support, training and recruitment within the team.
This is a fundamentally highly important role within the business and will give you the opportunity to recommend and implement new ideas and processes to improve the overall performance and capability of the function.