361 Client Manager Jobs in Croydon

Due to continued success in delivering innovative Wealth Management solutions to their clients, a new opportunity exists for a positive and proactive Sales Support Administrator to join their expanding Financial Planning team. If you are able to util...

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This is an exciting opportunity for a Para-planner, to work as part of a team of highly trained and experienced finance professionals, for an organisation who are driven to go better than traditional financial institutions are willing to offer. They ...

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Portfolio Manager Bridging Finance London Competitive Salary We are pleased to be working with a forward-thinking, fast-growing specialist bridging, refurbishment, and development lender founded and run by people who understand property. The short-te...

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Payouts Administrator Remote 30,000 plus bonus and benefits Our client is a very well established bank and leading lender providing a wide range of lending products. Due to continued growth they are looking several Payouts Administrators to join thei...

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Sterling Williams are working alongside a Boutique Asset Management Firm, they are seeking an individual that ideally has prior experience within an Asset/Investment Management firm. This is a hybrid role with 2/3 days a week in the office. Duties of...

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Private client wealth management The Opportunity Our client, a highly regarded and rapidly expanding private client wealth manager is currently looking to strengthen their acquisition integration function. This opportunity would suit a candidate look...

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Hybrid working - excellent benefits - discretionary annual bonus The role of the Client Service Executive is client and adviser service focused. It is the CSE’s responsibility to ensure client on-boarding and ongoing service queries are managed effic...

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Acquisition/Integration Support (Private client wealth management) The Opportunity Our client, a highly regarded and rapidly expanding private client wealth manager is currently looking to strengthen their acquisition integration function. This oppor...

Are you a confident outgoing graduate of any course, looking to get into the finance industry? This is a fantastic opportunity for a highly organised graduate, enthusiastic about finance and wealth management, looking to join a large wealth managemen...

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The Role The role will positively contribute to the growth and success of our business in EMEA by spearheading our regional events programme and coordinating impactful marketing campaigns to drive engagement and lead generation. In addition, this rol...

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Are you an established Mortgage Adviser ? Do you have a minimum of 3 years experience? Are you ready to take on an existing client bank in need of quality mortgage advice ? We are recruiting for one of our largest and most successful Partnership busi...

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Content Management Client onboarding Data Analysis Are you a dynamic professional with a passion for marketing and investor relations? We are working with a unique and exciting Investment firm who has a focus on Sustainability. As part of a small tea...

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Supporting highest achieving Adviser Plus: bonus and excellent benefits package The Opportunity Our client is a leading independent financial advisory firm who are highly recognised and respected within the sector, offering a comprehensive financial ...

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About Us: My client is a dynamic and rapidly growing financial advisory, SJP partnership practice, dedicated to providing comprehensive wealth management solutions to our clients. With a team of dedicated professionals and a commitment to excellence,...

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LifeSight is WTW’s Defined Contribution (DC) MasterTrust with administration undertaken by WTW’s dedicated trust-based business. LifeSight currently has a membership of 240k with an AUM of c. 11bn. The LifeSight Administration Manager role is an exci...

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Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Skills and knowledge required: Deal with telephon...

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The role of the Portfolio Executive is client focused, supporting, and assisting a range of UK based SME businesses, typically asset secured with short to medium term facilities ranging from 50K to 5m. It is the Portfolio Executives responsibility to...

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plus bonus and excellent benefits package The Opportunity- Acquisition/Integration Support Our client, a highly regarded and rapidly expanding private client wealth manager is currently looking to strengthen their acquisition integration function by ...

Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Skills and knowledge required: Deal with telephon...

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An amazing opportunity for a Case Manager, with a well estalbished lender based in the City The role will involve managing applications from inception through to completion and is a fantastic opportunity to join a stable and rapidly growing Lender. K...

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Our client is a leading financial planning firm dedicated to providing exceptional services to individuals and corporates. With a team of approximately 25 professionals, they foster a collaborative environment and uphold core values of trust, industr...

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An amazing opportunity for a Case Manager, with a well estalbished lender based in the City The role will involve managing applications from inception through to completion and is a fantastic opportunity to join a stable and rapidly growing Lender. K...

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We are looking for an Infrastructure IT Engineer to manager complex project implementation, and technical system maintenance. This role includes desktop support for around 200 users in a Financial Services firm, including server support, and exposure...

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We are a Wealth Management practice providing bespoke face to face financial advice to individuals and businesses throughout the UK. We are an appointed representative of St. James’s Place Wealth Management. Location: Beckenham (South East London) - ...

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We are looking for a diligent Product Sales Associate to join our Banking and Financial Services department. The successful candidate will offer invaluable support to our sales team, contributing to our high-performing financial services industry. Cl...

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