Posted by Resource Matters Ltd • £25K/yr to £33K/yr
General
The role of the Client Relations Administrator is for a candidate with a minimum of 2 years 'experience working for an IFA practice and experience and understanding of pension and investment products.
Our client is an Independent Advice firm who have been voted within the top 20 firms by the FT
Main duties & responsibilities
Managing a bank of consultants and their clients providing first class customer service and excellent administrative support.
Posted by The Eventus Recruitment Group • £30K/yr to £32K/yr
Eventus Recruitment Cheshire are seeking an experienced Financial Planning Administrator to join a very successful IFA and Financial Planning business based in Stockport, Greater Manchester.
You will benefit from a supportive team, hybrid working (50/50), ad-hoc bonuses and an excellent pension (up to 7.5% employer contribution), 26 days holiday (plus ability to buy/sell holidays), flexible working policy (core hours 10am to 4pm) and much more.
This is a great job opportunity to join an established and successful company.
Posted by Ferguson Dean Limited • £35K/yr to £45K/yr
An opportunity has arisen for a Financial Planner to join a practice in Stockport.
The firm are ideally looking for an individual at the start of their advice career to join them to work with a Senior Adviser in the firm to take over a portfolio of HNW clients in the Cheshire region.
You will also provide a support role with a view to taking over the portfolio in an agreed time frame.
They offer an unrivalled commission and benefits package which allows graduates to start earning great money from day one!
You can expect personalised training and development from day one.
The learning doesn't stop there; they'll tailor your training as you progress through the business, and you'll have lots of one-to-one time with Directors and senior leaders too!
An exciting opportunity has arisen for an experienced client services professional to join a highly-reputable wealth management firm just outside of Manchester.
About the IFA Administrator opportunity
Sitting within the Client Services department, your role will primarily be centred around the firm's clients - you will be their first point of contact and will be responsible for providing a first-class service throughout their journey with the business.
IFA Administrator - Stockport with Hybrid Working - £30,000-£31,000
(Opportunity to move in to Paraplanning in the future)
This an opportunity to join a Stockport based IFA and one of the larger companies in the region, and with this comes a team full of good experienced professionals, clear reporting lines and excellent opportunities for personal development.
Posted by Cowell Recruitment Ltd • £25K/yr to £50K/yr
Cowell Recruitment are delighted to be assisting our client in their search for a Private Clients Account Executive based in Heaton Mersey, Greater Manchester.
You will be working for a boutique specialist risk brokerage providing the best-in-class insurance solutions to a wide range of clients that incorporate large corporates, boutique businesses and high-net worth individuals.
Due to expansion, an exciting position has become available for a Private Clients Account Executive to join our friendly and professional team.