A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Wakefield.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
Recruit UK is working with a Wealth Management firm in Leeds who is seeking a Client Administrator.
This firm hold an excellent position in the market and this role will involve supporting two financial planners, this role will handle end to end administration supporting the client journey in the life cycle of Financial Advice.
There is ample opportunity to carve out a career within Financial Planning - including qualification support towards becoming Diploma qualified (CII).
Join a Wealth Management company with excellent prospects, and benefits, including a generous pension scheme, performance-based bonuses, private medical insurance, and more.
You'll provide comprehensive administrative support to advisors and maintain regulatory compliance.
The ideal candidate is detail-oriented and eager to learn and develop professionally.
Recruit UK are hiring for someone to join a leading Wealth Management company as a Financial Services Administrator in their vibrant Huddersfield 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.
About the Portfolio Manager - Debt Fund - Yorkshire role
Our client is a well-established, innovative debt fund, committed to supporting SME's.
General
This is a fantastic opportunity to join our client's Northern based Debt team, within this newly created role.
Offering a fantastic culture, desire to lend and opportunity to make a real difference to the SME landscape this is a brilliant opportunity to utelise your skills set in a positive and impactful way.
As Head of Treasury and Account Receivable, you will be responsible for managing an onshore and offshore team tasked with the day-to-day operations of the Treasury department across the UK.
Are you looking for an opportunity to form an integral part of our UK Finance function?
This will include oversight of all cash, debt, capex (working capital), forex risk management, administration, control and governance over the UK group treasury function.
Are you looking to progress your career in Investment Management?
If you are CISI Level 4 qualified and have a keen interest in the investment markets, and want to become part of a growing, award-winning company, then apply now!
Swift Placements are working with a client based in Leeds who, due to recent expansion, are looking to recruit an experienced Portfolio Manager to join their team.
Are you ready to take on an exciting role managing a property portfolio and maximising office income?
They are looking for a dedicated Property Manager to ensure the smooth operation and retention of their properties and clients.
Residential Management Group is a market leading Managing Agent with superb systems, robust processes, and specialist back-office support departments, so when you join us as a Property Manager, you're equipped with the best support to deliver a property management service that is second to none.
£Competitive Salary £4,320 car allowance, mileage excellent benefits!
At RMG we manage small and large blocks and estates for RMC (Resident Management Companies), L&T (Landlord & Tenant) and Developers.
This award-winning multi-employer pension scheme is looking to hire an experienced Senior Client Relationship Manager to join their highly regarded Client Services team.
The client services team provide effective relationship management to a portfolio of over 2500 employers who between them have over 400,000 members and almost £10bn funds under management.
As part of that team, you'll undertake a broad variety of delivery work including relationship management, directing and coordinating employer and trustee projects, providing governance advisory services and communications for a portfolio of employer clients and trustees.