Recruit UK are hiring for someone to join a leading Wealth Management company as a Financial Services Administrator in their vibrant Chorley office.
You will provide comprehensive administrative support and act as a key point of contact for client queries regarding pensions, investments, and protection.
This essential role offers the opportunity to develop and apply your financial administration skills within an established, successful team.
Well established investment business based in the Preston area requires a Fund Manager to oversee client/investments in the Lancashire area.
My client has nearly 40 years of investing in businesses to encourage local economic growth.
It exists principally to provide debt and equity investment to aspirational high growth companies across Lancashire; and, to support, educate and facilitate connectivity for these businesses to achieve their full potential.
To provide a high?-?quality equity release advice service to existing and prospective clients and to promote Age Partnership as the premier provider of quality advice, within the parameters of the Financial Services Authority's rules and regulations.
£30,000 and £5,500 car allowance plus bonus scheme (up to 50% of salary).
Our client, a leading Wealth Management firm are looking for a Client Liaison Officer to join the Client Service team on a permanent basis.
As Client Liaison Officer you will be responsible for providing liaison service between Investment Manager and Operations Centre, third parties and also clients by ensuring that all queries are dealt with in a timely and efficient manner, by demonstrating a proactive approach and taking responsibility to ensure that the resolutions of issues are seen through to the end.
Role Responsibilities
Amending static data in Avaloq as and when required.
This firm are seeking an individual to help convert warm leads into appointments for Financial Advisers.
Recruit UK is excited to announce an opportunity within a thriving Financial Planning firm who place great emphasis on creating tailored financial plans, while building sustainable, long lasting and positive relationships with their clients.
They prioritise taking complex processes and making is simple and accessible to all - as well as being employee owned.
Our client, a well-established Independent Financial Advisory (IFA) firm based in Preston, is renowned for its client-centric approach, offering bespoke financial planning and wealth management services.
The firm is committed to maintaining the highest standards of service and fostering a supportive and collaborative working environment.
Job Description
We are recruiting on behalf of our client for a dedicated and highly organised IFA Administrator.