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Financial Planning Client Administrator

Financial Planning Client Administrator

Eventus Recruitment Cheshire are seeking a Financial Planning Client Administrator to join a dynamic and fast-paced team in Congleton, Cheshire. Working in the Client Services team, reporting to the Practice Manager, you will be liaising closely with...

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Pensions Administrator

Pensions Administrator

2 days ago by NJR Recruitment

PENSIONS ADMINISTRATOR SALARY: 25000 - 28000 LOCATION : STOCKPORT 1 day home, 4 days office 5% Matching Pension Contribution Full funding for professional studies Excellent prospects for future progression as both the Company and role expands over ti...

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Relationship Manager

Relationship Manager

4 days 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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Financial Administrator

Financial Administrator

4 days 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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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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Client Services Administrator

Client Services Administrator

7 May by Reed

Client Relationship Administrator Location: Knutsford Salary: 27,000 - 30,000 - We are seeking a Client Relationship Administrator with extensive IFA experience to join our team. Previous experience with St. James’s Place is a bonus. The successful c...

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Paraplanner

Paraplanner

6 March by Nelson Scott

Collating of client data to provide a detailed client overview. Forensic Analysis of Client Factfind, Ceding Scheme Information and Clients Objectives to provide basis for research and solutions. Use of risk profiling and fund analysis tools to provi...

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Bridging Case Manager

Bridging Case Manager

We are delighted to be working with this thriving bridging lender based in Warrington. They are currently looking to grow their operational team and are now looking for a bridging case manager to join them. The Role To manage post cases, from funding...

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Client Administrator

Client Administrator

4 days ago by Reed

Job Title : Administration Assistant Location : Knutsford Salary : 23,000 - 26,000 We are a well-established Wealth Management company providing financial services to private and corporate clients. We are currently seeking an Administrative Assistant...

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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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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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