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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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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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Paraplanner

Paraplanner

We are working with a successful financial services organisation in Manchester to recruit for a Paraplanner to join their growing business. Client Details This is a very successful firm has a number of various companies specialising in different aspe...

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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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Administrator

Administrator

Administrator Bury 20-29k (depending on experience) Our client is a local, well established financial services business located in the heart of Bury. As an Administrator you will be responsible for managing the administration of a portfolio of client...

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Junior Paraplanner

Junior Paraplanner

26 March by mbf.

Junior Paraplanner - Manchester, hybrid - Salary negotiable from 30K to around 40K plus benefits Our highly regarded client, a prominent Investment Bank & Wealth Manager with a legacy tracing back to 1980, stands as a leader in Europe across the Asse...

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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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Compliance Manager

Compliance Manager

22 March by MERJE Ltd

Location: Manchester The Company: This company is a leading financial services provider, offering a range of investment solutions to their clients. They are currently seeking a Compliance Manager to join their team and support the Senior Compliance M...

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