Wealth Management, Secretary/Administrator

This role will provide administration assistance to the Wealth Management division’s Investment Managers. Salary: Up to £25,000 Location: Manchester, Hybrid working Responsibilities Transcribing digital dictation of file notes, client care (suitability) letters and general correspondence General secretarial duties to including typing, mail merge,...

This role will provide administration assistance to the Wealth Management division’s Investment Managers.Salary: Up to £25,000Location: Manchester, Hybrid working ResponsibilitiesTranscribing digital dictation of file notes, client care (suitability) letters and general correspondenceGeneral secretarial duties to including typing, mail merge, filing,...

This role will provide administration assistance to the Wealth Management division’s Investment Managers.Salary: Up to £25,000Location: Manchester, Hybrid working ResponsibilitiesTranscribing digital dictation of file notes, client care (suitability) letters and general correspondenceGeneral secretarial duties to including typing, mail merge, filing,...

This role will provide administration assistance to the Wealth Management division’s Investment Managers.Salary: Up to £25,000Location: Manchester, Hybrid working ResponsibilitiesTranscribing digital dictation of file notes, client care (suitability) letters and general correspondenceGeneral secretarial duties to including typing, mail merge, filing,...

This role will provide administration assistance to the Wealth Management division’s Investment Managers.Salary: Up to £25,000Location: Manchester, Hybrid working ResponsibilitiesTranscribing digital dictation of file notes, client care (suitability) letters and general correspondenceGeneral secretarial duties to including typing, mail merge, filing,...

This role will provide administration assistance to the Wealth Management division’s Investment Managers.Salary: Up to £25,000Location: Manchester, Hybrid working ResponsibilitiesTranscribing digital dictation of file notes, client care (suitability) letters and general correspondenceGeneral secretarial duties to including typing, mail merge, filing,...

About the RoleWe are seeking a highly skilled and experienced Senior Paraplanner to join our team at Stratton Wealth Management. As a Senior Paraplanner, you will play a key role in delivering high-quality financial planning advice to our high-net-worth clients.Key ResponsibilitiesAnalyse clients' current financial positions and develop strategies to meet...

About the RoleWe are seeking a highly skilled and experienced Senior Paraplanner to join our team at Stratton Wealth Management. As a Senior Paraplanner, you will play a key role in delivering high-quality financial planning advice to our high-net-worth clients.Key ResponsibilitiesAnalyse clients' current financial positions and develop strategies to meet...

**Office Administrator (Wealth Management)** Location: Manchester, Full Time, Permanent **Salary**: Negotiable, Depending on Experience **Company Overview**: Falcon Wealth Management is a dynamic and forward-thinking firm serving high-caliber clients, including hedge funds, stockbrokers, private equity firms, and investment managers. Our client-first...

**WEALTH MANAGEMENT ADMINISTRATOR** **LOCATION : MANCHESTER** **SALARY: UP TO 30,000** **HOURS: 8am - 5pm MONDAY - FRIDAY** NJR Recruitment are working in Partnership with an outstanding firm of Chartered Wealth Planners who are based in beautiful offices in Central Manchester. Due to continued growth a Wealth Management Assistant is now required to...

About the RoleWe are seeking a highly skilled and experienced Senior Paraplanner to join our team at Stratton Wealth Management. As a Senior Paraplanner, you will play a key role in providing high-quality financial planning and wealth management services to our clients.Key ResponsibilitiesFinancial Analysis: Conduct thorough financial analysis to identify...

About the RoleWe are seeking a highly skilled and experienced Senior Paraplanner to join our team at Stratton Wealth Management. As a Senior Paraplanner, you will play a key role in providing high-quality financial planning and wealth management services to our clients.Key ResponsibilitiesFinancial Analysis: Conduct thorough financial analysis to identify...

Job DescriptionAs a leading wealth management firm, Stratton Wealth Management is seeking a highly skilled and experienced Senior Paraplanner to join our team in Manchester. We are a dynamic and ambitious company, committed to delivering exceptional financial advice to our high-net-worth clients.The successful candidate will be responsible for analyzing...

Job DescriptionAs a leading wealth management firm, Stratton Wealth Management is seeking a highly skilled and experienced Senior Paraplanner to join our team in Manchester. We are a dynamic and ambitious company, committed to delivering exceptional financial advice to our high-net-worth clients.The successful candidate will be responsible for analyzing...

**Senior Financial Planner** We are looking for an experienced Financial Planner to join our growing Wealth Management team, based in Central Manchester. A fantastic opportunity to join a dynamic team, in an exciting growth period for the business. Daintree Wealth Management is an environment where our collective mission is to improve financial outcomes...

Our client based in Manchester is an independent financial advisory business with an award winning name and reputation. Specialising in pensions and retirement planning, they advise on income withdrawal management, tax, wealth management, providing all round financial well-being and security. With a friendly and consultative approach, clients are fully...

Our client based in Manchester is an independent financial advisory business with an award winning name and reputation. Specialising in pensions and retirement planning, they advise on income withdrawal management, tax, wealth management, providing all round financial well-being and security. With a friendly and consultative approach, clients are fully...

Franklyn Wealth Management, one of SJP's most successful Partners, are looking to grow their team with a new Wealth Manager.Before applying for this role, please read the following information about this opportunity found below.Job Title: AdviserLocation: Manchester AreaMinimum Requirements: A candidate with experience in Wealth Management or a relevant...

Franklyn Wealth Management, one of SJP's most successful Partners, are looking to grow their team with a new Wealth Manager. Job Title: Adviser Location: Manchester Area Minimum Requirements: A candidate with experience in Wealth Management or a relevant financial services field. This individual must be fully qualified (DipFA, IAD, CISI or...

Franklyn Wealth Management, one of SJP's most successful Partners, are looking to grow their team with a new Wealth Manager.Job Title: AdviserLocation: Manchester AreaMinimum Requirements: A candidate with experience in Wealth Management or a relevant financial services field. This individual must be fully qualified (DipFA, IAD, CISI or equivalent QCF...