Financial Services Manager

2 weeks ago


Lincoln, Lincolnshire, United Kingdom McCarthy Adams Recruitment Full time
Financial Services ManagerSalary £35,000 to £45,000Lincoln, Full Time, PermAn excellent opportunity to join a well-respected financial services business. Our client is looking for a Financial Services Manager to join their dynamic team. You will be responsible for the successful day to day running of the wealth management team.

Duties of the Financial Services Manager will include:

Management of the wealth management team, providing high level technical, training and administrative support to the advisersDealing effectively and liaising with clients and third parties with responsibility for the more complex queries.

Responsibility for overseeing the regulatory requirements and ensuring files are complete including identification and application formsOverseeing and updating all financial promotionsTracking ongoing advice meeting and provision of management information through the CRM.


Requirements for the Financial Services Manager:
Previous experience working as a senior manager within a financial and wealth management organisation.
Previous experience of managing of managing workflow, systems and procedures within financial services.
Technical knowledge of financial services products, regulation and legislation.

Experience of managing client accounts, relationships and CRM systemsExcellent client and staff communication skillsEffective use of Microsoft Office (Outlook, Word, PowerPoint and Excel)Strong attention to detailAbility to manage and prioritise deadlines and tasksProfessional and confident approach to clients, maintaining confidentiality at all times.


#financialservicesjobs #wealthmanagementjobs #financialservicesjobslincoln

  • Lincoln, Lincolnshire, United Kingdom McCarthy Adams Recruitment Full time

    Financial Services ManagerSalary £35,000 to £45,000Lincoln, Full Time, PermAn excellent opportunity to join a well-respected financial services business. Our client is looking for a Financial Services Manager to join their dynamic team. You will be responsible for the successful day to day running of the wealth management team.Duties of the Financial...


  • Lincoln, Lincolnshire, United Kingdom McCarthy Adams Recruitment Full time

    Financial Services ManagerSalary £35,000 to £45,000Lincoln, Full Time, PermAn excellent opportunity to join a well-respected financial services business. Our client is looking for a Financial Services Manager to join their dynamic team. You will be responsible for the successful day to day running of the wealth management team.Duties of the Financial...

  • Financial Controller

    4 weeks ago


    Lincoln, Lincolnshire, United Kingdom BTG Recruitment Full time

    Financial Controller (Dealership Group)Location: LincolnCompany Overview: An independent dealership group based in Lincoln, is seeking a seasoned Financial Controller to join their dynamic team. With a focus on delivering exceptional service and exceeding customer expectations, our client is a leading name in the automotive industry. If you're an experienced...

  • Financial Controller

    4 weeks ago


    Lincoln, Lincolnshire, United Kingdom Randstad Sourceright Full time

    Job title: Financial Controller Location/remote: Lincoln/Hybrid (3 days a week in the office) Contract length: 9 month rolling contract Pay rate: £15-£20 per hour PAYE Randstad Sourceright, a international RPO & MSP Recruitment Services has an exciting opportunity for a temporary financial controller to join a one of clients based in Lincoln who is a...


  • Lincoln, Lincolnshire, United Kingdom McCarthy Adams Recruitment Full time

    Interim Management Accountant£55,000 per annumLincoln, Full Time, 12-18 Month Fixed Term ContractAn excellent opportunity to join a well-respected, market service leader experiencing sustainable growth. The business is looking for an interim management accountant to support the business in the production of financial information for a period of 12-18...


  • Lincoln, Lincolnshire, United Kingdom McCarthy Adams Recruitment Full time

    Head of Project ManagementCompetitive SalaryLincoln, Full Time, PermAn excellent opportunity to join a well-respected, market service leader experiencing sustainable growth. You will be managing multiple, complex projects ensuring successful delivery within the scope, schedule and budgets of the projects. You will have proven experience of strategic...


  • Lincoln, Lincolnshire, United Kingdom Lincat Full time

    Customer Services Advisor - Fixed-Term Contract Lincat are one of the world's leading names in commercial catering equipment. In short Lincat stands for quality. Allied to our vast experience is an ongoing commitment to customer satisfaction, research and development which has enabled us to deliver high quality products for over 50 years. We are now...

  • Paraplanner

    5 days ago


    Lincoln, Lincolnshire, United Kingdom Ortus Psr Full time

    An IFA firm is looking to hire a Paraplanner, they believe in empowering their clients with sound financial advice and personalised service. As a key member of the team, the Paraplanner will play a pivotal role in shaping each clients' financial futures. We are looking for a dedicated professional who is passionate about building relationships and delivering...

  • Reflections Manager

    2 weeks ago


    Lincoln, Lincolnshire, United Kingdom Lincoln Castle Academy Full time

    Lincoln Castle Academy are looking to appoint a Reflections Manager to join our academy as soon as possible on a full time, permanent basis. Your new role Under the direction of senior staff, as the Reflections Manager you will co-ordinate the support provision for students who need help in overcoming barriers to learning and developing their potential by...


  • Lincoln, Lincolnshire, United Kingdom Convatec Full time

    About us:Pioneering trusted medical solutions to improve the lives we touch: Convatec is a global medical products and technologies company, focused on solutions for the management of chronic conditions, with leading positions in advanced wound care, ostomy care, continence care, and infusion care. With around 10,000 colleagues, we provide our products and...


  • Lincoln, Lincolnshire, United Kingdom Resolve Recruitment Services Full time

    Media Field Sales Executive, Lincoln (Hybrid) Resolve Recruitment are proud to be working with one of Europe's largest and established media groups. Due to continued growth, they now seek an experienced Media Field Sales Executive to sell their leading range of multi-media marketing solutions direct to clients across the Lincoln region.The role:Lead...


  • Lincoln, Lincolnshire, United Kingdom Serco Plc Full time

    Serco: AASCBase Location: LincolnPermanent, Full Time - Night Shifts £38,000 per annum & Excellent Corporate Benefits Package Due to significant growth, we are looking for Night Shift Field Operations Managers to drive compliancy within the designated portfolio of our Asylum Accommodation and Support Services Contract (AASC). We focus on providing a high...

  • Procurement Manager

    4 weeks ago


    Lincoln, Lincolnshire, United Kingdom Stafforce Recruitment Full time

    We are currently recruiting for an experienced Procurement Manager on behalf of our well established client in Kettlethorpe, just on the outskirts of Lincoln. This is a full time permanent position. Working Monday to Friday: 8am - 5pm Overview of roleSource new and work with existing suppliers, maintain and develop relationships to negotiate and purchase...


  • Lincoln, Lincolnshire, United Kingdom PRS Full time

    M&E Contract ManagerLincoln 50,000 per annum plus 5,000 car allowance plus packageOpportunity for an M&E Contract Manager to join a long established contract in Lincoln. This is a rare opportunity to take a role where the relationship between the service provider and the client is well established and the team is settled and productive.In this role you will...

  • Cost Engineer

    1 month ago


    Lincoln, Lincolnshire, United Kingdom Gifted & Talented Recruitment Full time

    Job Summary We are seeking a Corporate Cost Engineer to work closely with sales, customer service, and manufacturing departments to ensure accurate cost data is captured in the database. The ideal candidate will have strong analytical skills, attention to detail, and excellent communication skills. Key ResponsibilitiesEnsure costing models accurately reflect...

  • Chef de Partie

    1 month ago


    Lincoln, Lincolnshire, United Kingdom RedCat Pubs Full time

    Chef de Partie - Wig & Mitre - LincolnChef de Partie What's in it for you?Tronc25% off all food, drink, rooms at all RedCat Venues* (T&C's) applyGreat opportunities to progress within a growing company Financial wellbeing programmeEmployee recognition programmeMeal deals whilst on shift Apprenticeship Programme24hrs access to the companies training and...

  • Welfare Officer

    1 month ago


    Lincoln, Lincolnshire, United Kingdom SSAFA Full time

    Our Welfare Officers provide direct and impactful welfare support to RAF personnel and their immediate family. As a trusted and confidential source of support, you will assist our service users with challenges they are facing, from mental ill-health, difficult relationships, domestic abuse, financial and cost-of-living concerns, resettlement, housing,...

  • Catering Supervisor

    2 weeks ago


    Lincoln, Lincolnshire, United Kingdom Lincoln Castle Academy Full time

    Lincoln Castle Academy are looking to appoint a Catering Supervisor to join our academy in September 2024 on a permanent basis. Your new role As the Catering Supervisor of a school with less than 1000 students, you will support the Catering Manager to ensure the provision of a high-quality catering service through effective supervision of staff including...

  • Driver/Operative

    20 hours ago


    Lincoln, Lincolnshire, United Kingdom Veolia Full time

    Salary: Competitive Hours: 48 Hours per week, Early starts 4am, Monday to Friday Occasional Saturday working may be required Location: Lincoln And Surrounding AreasWhen you see the world as we do, you see the chance to help the world take better care of its resources, and help it become a better place for everyone. With one of the largest growing fleets in...

  • Depot Manager

    3 days ago


    Lincoln, UK, Lincolnshire, United Kingdom GAP Ltd Full time

    We seek a dynamic individual to join our team as a Branch Manager. In this pivotal role, you will oversee the day-to-day operations of our branch, ensure smooth and efficient operations, and deliver exceptional customer service.At GAP (General All-Purpose Plastics Ltd), we value collaboration, integrity, and a commitment to excellence. We believe in...