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Financial Services Administrator

Financial Services Administrator

Who Are We? We’re an award-winning financial planning practice with multiple offices across the North-West and Cheshire. We help people understand their life goals, dreams and objectives, and create an effective financial plan to help achieve them. O...

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Private Health Executive (Financial services administrator)

Private Health Executive (Financial services administrator)

Up to 28,000 Hybrid - 3 days in Office - Manchester OR Bristol This role is all based on Retentions and Renewals therefore no cold calling This is the perfect role for someone with exposure to either a client service and/or sales environment, looking...

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Settlements Administrator

Settlements Administrator

Yesterday by SS&C

Settlements Administrator Bolton Role Purpose Deliver exceptional levels of service in respect of the handling of client instructions. Ensuring adherence to relevant FCA regulations. Manage and mitigate risk, including to the firm’s reputation. Ensur...

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CASS Audit Lead

CASS Audit Lead

18 April by AJ Bell

We're now looking to recruit a CASS Audit Lead Reporting to the CASS Manager, the CASS Audit Lead will be responsible for leading and coordinating external CASS audits. This includes ensuring audits are delivered in accordance with the audit plan, co...

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CX Practitioner

CX Practitioner

15 April by Vermelo RPO

CX PRACTITIONER This is a remote position with the requirement to travel to London once a month. This is a key role whose main objective is supporting the business to improve the end-to-end experience our customers have. Reporting to the Customer Ins...

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Financial Advisor

Financial Advisor

10 Feburary by Vision-FS Recruitment

Financial Advisor | Independent Financial Advisor 50,000 - 75,000 | Un-Capped Bonus Client Boo k Provided Manchester YOUR NEW COMPANY An opportunity has become available with a Financial Advice business who are growing its national offering across th...

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Client Services Executive

Client Services Executive

8 April by recruitment22

Client Services Executive Vacancy - 26,000 to 30,000 - Bury About the company: The company is an award winning Independent Financial Advisers, based in Bury who have a keen commitment to the local community. They have their own Charitable Foundation ...

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IFA Administrator

IFA Administrator

3 days ago by NJR Recruitment

IFA / FINANCIAL SERVICES ADMINISTRATOR LOCATION : BURY AREA SALARY: UP TO 24,000 - 28,000 HOURS: 9AM - 5:30PM MONDAY - THURSDAY & 9AM - 5PM FRIDAYS FREE PRIVATE ON-SITE PARKING BENEFITS: 4 X DEATH IN SERVICE 75% GROUP PHI GROUP PERSONAL PENSION SCHEM...

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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

We are working with a fantastic wealth management firm in Manchester to recruit an IFA Administrator to join their team. Client Details You will play a key role in providing financial administration support to paraplanners and advisers for this fast ...

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Wealth Management Administrator

Wealth Management Administrator

3 April by mbf.

Wealth Management Administrator - Manchester - to 40,000 plus Bonus and Benefits MBF is currently working with a trusted client of ours who specialise in providing Financial Planning & Investment Management services to UHNW individuals and families. ...

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Paraplanner

Paraplanner

1 May by mbf.

Paraplanner - Leading Wealth Management Organisation - Manchester/ hybrid - Salary to 50,000 plus first class benefits package MBF are currently working with a top Wealth Management organisation who are looking to recruit an experienced and technical...

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Senior EB Consultant

Senior EB Consultant

15 April by Alexander Lloyd

Alexander Lloyd is working on an exciting new position for a Senior Employee Benefits Consultant to join a well established firm who offer a range of Financial Advice and a full range Employee Benefits products. The main purpose of the role will be t...

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