A National Wealth Manager is seeking to recruit Qualifed Wealth Advisors. Job Purpose To advise clients on all aspects of financial planning and wealth management. To adopt an holistic approach in managing long-term relationships with these clients to deliver suitable, independent and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives. To develop and deliver...
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Date: 16 May
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Exeter, Devon
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£45,000 - £65,000 per annum
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1 application
A National Wealth Manager is seeking to recruit Qualifed Wealth Advisors. Job Purpose To advise clients on all aspects of financial planning and wealth management. To adopt an holistic approach in managing long-term relationships with these clients to deliver suitable, independent and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives. To develop and deliver...
A National Wealth Manager is seeking to recruit Qualifed Wealth Advisors. Job Purpose To advise clients on all aspects of financial planning and wealth management. To adopt an holistic approach in managing long-term relationships with these clients to deliver suitable, independent and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives. To develop and deliver...
A National Wealth Manager is seeking to recruit Qualifed Wealth Advisors. Job Purpose To advise clients on all aspects of financial planning and wealth management. To adopt an holistic approach in managing long-term relationships with these clients to deliver suitable, independent and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives. To develop and deliver...
A National Wealth Manager is seeking to recruit Qualifed Wealth Advisors. Job Purpose To advise clients on all aspects of financial planning and wealth management. To adopt an holistic approach in managing long-term relationships with these clients to deliver suitable, independent and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives. To develop and deliver...
A National Wealth Manager is seeking to recruit Qualifed Wealth Advisors. Job Purpose To advise clients on all aspects of financial planning and wealth management. To adopt an holistic approach in managing long-term relationships with these clients to deliver suitable, independent and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives. To develop and deliver...
Currently seeking to recruit an additional high calibre Paraplanner to complement our existing Private Client team, in Birmingham. To be successful you will need to be able to make an immediate contribution in supporting the Consultant to achieving objectives, deliver a high quality of service to clients and be able to demonstrate a breadth of understanding of the private client industry including pensions, investment and prot...
An independent financial advisory company who specialise in the provision of financial services. We are seeking to recruit a high calibre individual at a Senior Client Services Administrator, who will be able to make an immediate contribution to our Private Client team by helping our consultants in developing clients. Preparation of information and paperwork for consultant client consultations and on-going performance ...
A leading Employee Benefits Consutlancy are currently recruiting for an experienced Business Development Director covering London. JOB PURPOSE: To secure new business revenues from designated market sector(s) through the sale of products and services in line with regulatory requirements, supplier terms and conditions and internal procedures. This may vary from time to time at the discretion of the Company. In ...
A specialist insurance investment consultancy are looking to expand their team. This role will require the candidate to attend the client’s internal investment committees and support the clients in their meetings with their external managers. In addition, the role will require the candidate to support the development of the asset allocation framework for communicating our investment strategy advice to existing...
Job purpose summary To provide an effective and efficient pensions administration service to clients, whilst participating in achieving team objectives and actively contributing to the overall objectives of the Company. Performing all basic and intermediary pensions administration and project related tasks e.g. handling of new entrants, leavers, retirements, transfers and deaths. Previous pensions administration ...
Preparation of information and paperwork for consultant client consultations and on-going performance reviews. Service existing clients and assisting other team members in developing client relationships. Continuously developing business, financial and technical expertise. Supporting other team members in specialist knowledge areas. Ensuring administrative and complianc...
Responsibilities and Accountabilities Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures Prioritize workload to ensure all activities are timely, compliant and conducted in a manner that will meet the agreed performance standards Process all business in accordance with required process Assess clients file documentation in accordance with c...
Job Purpose The primary purpose of this role is to deliver a first class, compliant, effective and efficient client service at all times to both internal and external clients. Responsibilities and Accountabilities Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures Prioritize workload to ensure all activities are timely,...
Job Purpose The primary purpose of this role is to deliver a first class, compliant, effective and efficient client service at all times to both internal and external clients. Responsibilities and Accountabilities Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures Prioritize workload to ensure all activities are timely,...
This Retail Bank is a financial Group ahead of its time; growing rapidly and in innovative ways. Both in the UK and globally, is experiencing an intense and exciting period of change and transformation, focusing on moving forward and maximising our position as a leader in the international finance sector. Under a new CEO, we’ll be developing our Retail model and refreshing our business mix to make us even more competitive in the UK mar...
This Retail Bank is a financial Group ahead of its time; growing rapidly and in innovative ways. Both in the UK and globally, is experiencing an intense and exciting period of change and transformation, focusing on moving forward and maximising our position as a leader in the international finance sector. Under a new CEO, we’ll be developing our Retail model and refreshing our business mix to make us even more competitive in the UK mar...
This Retail Bank is a financial Group ahead of its time; growing rapidly and in innovative ways. Both in the UK and globally, is experiencing an intense and exciting period of change and transformation, focusing on moving forward and maximising our position as a leader in the international finance sector. Under a new CEO, we’ll be developing our Retail model and refreshing our business mix to make us even more competitive in the UK mar...
Responsibilities & accountabilities This role requires the post holder to meet certain criteria within a range of different areas: Provision of support to Consultants Undertake such tasks as deemed necessary by consultants to service clients, including but not limited to: Regular work to support client relationships including: . Reviewing monitoring/performance reporting; . Cashflow dir...
To provide administration support primarily for PMI and Group Risk schemes, initially within the Corporate (Smaller scheme) Team. This will involve updating internal systems with progress of various different elements of renewals - maintaining spreadsheet records, and potentially manipulating data. There will be a reasonably high level of client contact involved, but as the service is telephone or email based any face to face contact would ...
As part of the team you will have full involvement in supporting the recommendation of, implementation and transaction of Defined Contribution (DC) and Defined Benefit (DB) buy-out arrangements. Key areas of involvement will include: Adhering to best practice and compliance procedures in all aspects of pension administration related tasks as defined by the Company. Effectively managing team workloads wi...
The individual will be expected to be able to make an immediate contribution to our Private Client team by helping our consultants in developing our client base. Preparation of information and paperwork for consultant client consultations and on-going performance reviews. Service existing clients and assisting other team members in developing client relationships. Continuously developing busine...
Key responsibilities & accountabilities Performing all intermediary and complex pensions administration and project related tasks, including taking day to day responsibility for an assigned pensions administration client portfolio. Key responsibilities include: Project managing annual projects such as renewals, benefit statements, life assurance, PHI and lifestyling. Handling any data pr...
The Defined Contribution (DC) pensions market is growing fast with the closure of Defined Benefit schemes - DC is now the primary pension provision for new employees joining the UK workforce. Our clients specialist DC investment team is rapidly creating a niche for itself in the DC investment market - initially focussed on UK clients, but with an ambition to target international clients through time. The team currently has 14 clients,...
Our client requires a Pensions Fund Accountant who will be responsible for a portfolio of clients’ pension scheme accounts and be accountable for their reporting activities, to be a part of a team that performs a critical part of the pensions consultancy service. Key responsibilities & accountabilities Within the role key responsibilities will include: Preparing pension scheme accounts for audit. Reconciling ...
