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Client Administrator

Client Administrator

14 March by Nelson Scott

To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. To work closely with...

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IFA Administrator

IFA Administrator

My client is currently looking for an experienced IFA Administrator to join their team in Knutsford. The role: To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients and other ope...

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Compliance Policy Manager

Compliance Policy Manager

13 May by AJ Bell

We're currently looking to recruit a Compliance Policy Manager to join the team. The Compliance policy team purpose is to leverage our relationships and expertise to provide advice, guidance, support and challenge to the business, in order to facilit...

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Senior Administrator

Senior Administrator

Senior Administrator - Wealth Management Location : Knutsford Salary: Up to 28,000 An Experienced Financial Services Administrator is required to work for our client, a small, established, and growing firm of Financial Advisers. Supporting a Financia...

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Financial Administrator

Financial Administrator

1 week ago by Reed

Job Title : Client Administrator Location : Knutsford Salary : 28,000 - 33,000 We are a well-established Wealth Management company providing financial services to private and corporate clients. We are seeking an experienced Financial Administrator to...

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Paraplanner

Paraplanner

Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners based in Cheadle, Cheshire. Role overview To prepare research, written suitability re...

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Case Manager

Case Manager

Mortgage Case Manager Up to 35,000 Altrincham We are looking for a Case Manager to work alongside the Sales Support team and Underwriter team within the business. Experience within an office environment and a financial services or mortgage company is...

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Business Development Manager

Business Development Manager

24 April by mbf.

Business Development Manager - North-West England Salary to 80,000 plus company benefits and bonus Join a leading investment management business at the forefront of innovation and growth. Our client is a renowned name in the industry who specialise i...

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Transfers Supervisor

Transfers Supervisor

16 April by Nelson Scott

To undertake and oversee all elements of asset transfer processing. This involves transfers of Stocks and Shares ISAs, Cash ISAs, certificated stock transfers and non-ISA portfolio transfers (both in and out) on both a cash and an in-specie basis. RE...

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Mortgage Case Administrator

Mortgage Case Administrator

Case Manager Job Overview As a Case Manager, you will be responsible for working closely with the advisers in the gathering of information in support of all new applications and taking frontline enquiries from customers. Responsibilities and Duties P...

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Mortgage Case Administrator

Mortgage Case Administrator

Case Manager Job Overview As a Case Manager, you will be responsible for working closely with the advisers in the gathering of information in support of all new applications and taking frontline enquiries from customers. Responsibilities and Duties P...

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Project Manager

Project Manager

Project Manager 45,585 - 56,021 24 Month Fixed Term Contract Manchester (Hybrid Working) Project Manager required to join a public sector organisation on a full time fixed term basis. My client is looking for an ambitious and highly motivated individ...

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Relationship Manager

Relationship Manager

1 week ago by Nelson Scott

Hybrid working - excellent benefits - discretionary annual bonus We are looking for a Relationship Manager to join our expanding support team in Intermediary Sales. You will provide administration and technical support to a variety of clients, includ...

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