Posted by Robinson Financial Careers • £25K/yr to £35K/yr
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Manchester.
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.
Our client is a national wealth management firm who are looking for an experienced Training and Competence Manager.
This is a fantastic opportunity for someone wishing to join an exciting wealth management group focused on providing top-quality financial advice and wealth management services to retail and professional clients.
The role will involve taking responsibility for the following
Reviewing third-party audit reports (client file reviews) and analysing the findings.
Join an Elite Wealth Management Team as a Financial Planner Unlock Unprecedented Earnings Potential!
An exciting opportunity has arisen for an experienced Financial Planner to join a prestigious wealth management firm that rewards hard work and client relationships like never before.
This role offers the chance to maximize earnings by bringing existing clients into the firm, with a competitive revenue-sharing model designed to reward success.
Posted by Coburg Banks Limited • £27K/yr to £28K/yr
We're currently looking to recruit a skilled and highly organised administrator who would join and play a key role as part of a highly respected and innovative Wealth Management business.
As a member of the Financial Planning support team, you will participate in all aspects of client service administration, providing support to a growing team of Financial Planners and Para planners.
Offering an attractive salary plus benefits including critical illness cover discounted gym membership, this is a fantastic opportunity to develop your skills as part of a supportive team.
Posted by Financial Divisions • £45K/yr to £50K/yr
Having worked with this highly successful Chartered firm of Wealth Managers for nearly 10 years, we have seen them grow both organically and via acquisition, placing a number of staff with them, all of which are still there and enjoying their roles.
One of the roles we are currently helping them to recruit for is a Financial Adviser that can take over part of the founding Advisers book of business, as they have too many clients to effectively manage now.
They have built an impressive reputation with clients in the local area, and have enjoyed a very prosperous year, so are looking for additional staff.