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.
A very good opportunity has become available to join the wealth management arm of an Accountancy practice in the Leeds area.
The position is key to the department and is to support one of the highest producing wealth planners, by building and maintaining relationships with the clients and work closely with the wider team and the paraplanning department to ensure all aspects of the support function come together to allow the Planners to spend their time seeing clients.
This role encompasses client support and administration.
NJR Recruitment are working in Partnership with an outstanding firm of Chartered Wealth Planners who are based in beautiful offices in Central Manchester.
Due to continued growth a CLM (Client Liaison Manager) is now required to provide first class and highly professional support to the team of Advisers.
To be successful in the role, candidates applying will have outstanding communication skills in order to liaise with Ultra HNW and High Profile Clients.
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.
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.
Recruit Wealth are representing one of the UK's fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Rotherham offices.
Our client offers expert, regulated, independent advice to private clients, companies and trustee's in all areas of Financial Planning & Wealth Management.
With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer genuine career opportunities for Financial Services professionals.
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!