A leading financial services company based in Northwich, Cheshire are looking to appoint an experienced Data Administrator. You will be responsible for collecting and formatting all data relating to self directed proposition which will be used to produce client valuations and fed into the client CRM. They will need to provide maintenance for the CRM system and also the website data. The data collected will also be used to drive MI a...
Paraplanner - South Manchester / North Cheshire. Salary - £20,000 - £25, 000 My client are a growing vibrant company expanding rapidly due to high business levels. They have the business ethos for the long term and are not looking for a quick fee, they value good advice and ensure an excellent client experience which in turn results in repeat business and referrals. They are looking for a paraplanner with ...
Events Administrator Northwich To £18,200 + Discretionary Bonus + Benefits Our client, an established Wealth Manager with a presence across the UK and an outstanding reputation for their portfolio management proposition, is currently looking to recruit 2 additional administrators in to their Events Management Team. Our client delivers financial educational seminars to a number of major UK organisation...
Events and Marketing Administrator required to work for a leading financial services company based in Northwich, Cheshire. Working in conjunction with the Events and Marketing Manager you will be involved in all administration routines associated in the preparation and running of events. Responsibilities:- Dealing with inbound calls and enquiries on all freephone lines and email inboxe...
One of the UK`s leading providers of skilled technical resource supporting the regulatory environment are offering fantastic contract opportunities within the financial services industry for UK Graduates to undertake Technical Administration roles for an important client in Chester. The rate on offer is £120-£125 per day for a period of 12-18 months. As a Customer Service Administrator you will: - Data gather and analy...
My client provides financial advice and investment management services that are provided by highly qualified professionals with a long experience of serving clients through different economic cycles. Their advice and investment capabilities have been recognised by a number of industry awards. They provide holistic advice across investments, tax planning, inheritance, pensions and retirement planning and due to continued growth t...
Our client, an established asset management firm with a presence across the UK and an outstanding reputation for their discretionary portfolio management proposition, is currently looking to recruit two individuals to their Northwich office to manage existing client relationships as part of their ongoing growth. This particular role entails providing advice on a range of personal financial planning products although it is expected to...
Financial Services Adminsitrator required to work for a leading financial services company based in Northwich, Cheshire. You will be responsible for supporting the comany's Advisors and clients. Responsibilities:- Preparation for Advisers’ appointments Arranging appointments and diary management Banking of cheques within CASS rules Accurate and timely updates to CRM system ...
A Leading IFA firm with a strong leads flow is looking for 3 IFA's to join their team They will have Flexibility on Competent Adviser Status but ideally they are looking for strong performers This is an ideal opportunity to get into the IFA arena if you are not there already Basics to £30000 plus commissions and as mentioned previously ALL leads so no prospecting Must be minimum FPC 3 equivalent and studying ...
A Leading IFA firm with a strong leads flow is looking for 3 IFA's to join their team They will have Flexibility on Competent Adviser Status but ideally they are looking for strong performers This is an ideal opportunity to get into the IFA arena if you are not there already Basic £25000 plus commissions and as mentioned previously ALL leads so no prospecting Must be minimum FPC 3 equivalent and part Dip requ...
My client is a firm of wealth managers working for private individuals and businesses where their customers benefit from truly independent financial advice and exceptional, individual relationships. They have a fantastic opportunity at their office in Northwich for a desk based financial planning consultant to maximise the potential from an agreed database of clients and prospects to achieve key performance targets across all product and pr...
My client provides financial advice and investment management services that are provided by highly qualified professionals with a long experience of serving clients through different economic cycles. Their advice and investment capabilities have been recognised by a number of industry awards. They provide holistic advice across investments, tax planning, inheritance, pensions and retirement planning and due to continued growth t...
Our client company are a national IFA with offices in London, Cuckfield, Bristol, Cardiff, Manchester, Leeds, Newcastle, Edinburgh and Glasgow. Due to planned expansion, they are looking to recruit a high quality Desk Based Independent Financial Adviser with responsibility to maximise the potential from an agreed database of clients and prospects to achieve key performance targets across all product and proposition streams utilising ...
Due to continued growth and success within the Wealth Management and Financial Planning market, our client is looking to recruit a number of proactive and dedication Financial Consultants to join their team in Cheshire. Working from a bank of existing clients, your role will be to assess their current situation and to identify and advise on the full range of financial products. You will be office based, providing telephone based advi...
Paraplanner - South Manchester / North Cheshire. Salary - £20,000 - £25, 000 My client are a growing vibrant company expanding rapidly due to high business levels. They have the business ethos for the long term and are not looking for a quick fee, they value good advice and ensure an excellent client experience which in turn results in repeat business and referrals. They are looking for a paraplanner with ...
My client is a firm of wealth managers working for private individuals and businesses where their customers benefit from truly independent financial advice and exceptional, individual relationships. They have a fantastic opportunity at their office in Northwich for a desk based financial planning consultant to maximise the potential from an agreed database of clients and prospects to achieve key performance targets across all product and pr...
Our client company are a national IFA with offices in London, Cuckfield, Bristol, Cardiff, Manchester, Leeds, Newcastle, Edinburgh and Glasgow. Due to planned expansion, they are looking to recruit a high quality Paraplanner to join the existing team of 50 paraplanners whom are based at various locations throughout the United Kingdom. Role Duties The role duties include:- Carrying out research on clie...
Our client company are a national IFA with offices in London, Cuckfield, Bristol, Cardiff, Manchester, Leeds, Newcastle, Edinburgh and Glasgow. Due to planned expansion, they are looking to recruit a high quality Desk Based Independent Financial Adviser with responsibility to maximise the potential from an agreed database of clients and prospects to achieve key performance targets across all product and proposition streams utilising ...
Financial Planning Desk Based Advisor - Wealth Management Based - Northwich £25K Basic + Excellent Bonus Structure & Company Benefits OTE £40K Our client is a highly respected Wealth Management Company with and excellent opportunity has arisen to join their sales team as a Desk Based Financial Advisor. You will be dealing with clients who are looking for a highly professional tel...
My client is a firm of wealth managers working for private individuals and businesses where their customers benefit from truly independent financial advice and exceptional, individual relationships. They have a fantastic opportunity at their office in Northwich for a desk based financial planning consultant to maximise the potential from an agreed database of clients and prospects to achieve key performance targets across all product and pr...
Our client, an established asset management firm with a presence across the UK and an outstanding reputation for their discretionary portfolio management proposition, is currently looking to recruit an experienced administrator to join their sales support function in Northwich. As part of a division offering discretionary investment advice to clients, alongside wider holistic planning (in particular tax mitigation such as IHT and tru...
Principal Accountabilities Contribute to the Desk Based Sales Team’s sales and target expectations by achieving individual sales targets and objectives, across the agreed product range and propositions. Gain client commitment using my client’s desk based sales process, which identifies business opportunities and documents agreed actions Maintain a high degree of contact with clients via the telephone in line wit...
To support nominated Advisers and clients, ensuring that a competent service is delivered to all. Carrying out research on client’s investments. Drafting of Investment reports on behalf of, and under the direction of Advisers. Completion of advice and completion letters on behalf of Advisers. Occasional face-to-face contact with clients. Dealing with clients on behalf of Advisers and other departm...
We are seeking a Self Employed IFA to join one of the UK’s most reputable IFA/Wealth Management companies. Ideally Diploma qualified (not Essential) with CAS status. Either from a Financial Advisor back ground or bancassurance looking to pursue a career as a supported IFA with leads provided. Our Client devotes more time, effort and resources to marketing, in support of IFA’s, than just about anyone else in the business. Ther...
My client provides financial advice and investment management services that are provided by highly qualified professionals with a long experience of serving clients through different economic cycles. Their advice and investment capabilities have been recognised by a number of industry awards. Due to continued growth they currently have a paraplanner role within their team in Northwich and are seeking a fully diploma qualified pr...
