Financial Services

Due to continued growth and internal promotion, an exciting opportunity has arisen for an experienced financial services administrator to join our team, based at our Altrincham Office, Greater Manchester. You will have knowledge of the financial planning process and ideally be experienced in providing client and financial adviser support. The role covers a...

We are looking for an additional IFA administrator/ Accounts Assistant to join our small team and support our Financial Advisers and Paraplanners. This role would suit somebody with financial services experiences or individuals who are interested in moving into the financial services industry. Duties will include but will not be limited to; - Reconciling...

Job OverviewAs a Case Manager at Imperium Financial Recruitment, you will be responsible for working closely with our team of financial experts in the gathering of information in support of all new applications and taking frontline enquiries from clients.Key ResponsibilitiesProvide proactive customer service for inbound and outbound communication by...

Job Title: Mortgage Case ManagerJob Summary: Imperium Financial Recruitment is seeking a skilled Mortgage Case Manager to join our team. The successful candidate will play a crucial role in managing mortgage applications and ensuring a seamless process for clients from initial enquiry through to completion.Key Responsibilities:Manage a portfolio of mortgage...

**Position Summary** Due to continued growth, Capstone Financial is seeking a Client Administrator to join our busy administration team based in the Altrincham area. **Role Purpose** Supporting the adviser team and the wider operation, ensuring that new business cases are processed effectively; whilst maintaining a timely turnaround and high level of...

Financial Services Administrator Opportunity Location | Altrincham Salary | Up to 25,000 A respected and growing firm of Financial Advisers is seeking a skilled Financial Services Administrator to work with their clients. With a strong presence in Greater Manchester, the firm offers first-class training and support, as well as ongoing career development...

Financial Services Administrator Opportunity Location | Altrincham Salary | Up to 25,000 A respected and growing firm of Financial Advisers is seeking a skilled Financial Services Administrator to work with their clients. With a strong presence in Greater Manchester, the firm offers first-class training and support, as well as ongoing career development...

**Financial Services Administrator** **Altrincham, Cheshire** **Salary: £25,000 - £30,000** We are delighted to be working with a South Manchester based and award winning Financial Planning Management Practice based in Altrincham, Cheshire. They have an exciting opportunity for an experienced IFA administrator to join a well established and growing...

**Job Title: Financial Services Administrator** **Duties include**: Provide administration support to financial advisers Liaising with clients and other third parties - dealing with queries Updating the database Preparing meeting packs Sending review letters Processing fund switches, rebalances and withdrawals **Requirements**: Previous financial...

Financial Services Administrator Opportunity Location | Altrincham Salary | Up to 25,000 A respected and growing firm of Financial Advisers is seeking a skilled Financial Services Administrator to join their professional team. With a strong presence in Greater Manchester, our Client offers first-class training and support, as well as ongoing career...

Financial Services Administrator Opportunity Location | Altrincham Salary | Up to 25,000 A respected and growing firm of Financial Advisers is seeking a skilled Financial Services Administrator to join their professional team. With a strong presence in Greater Manchester, our Client offers first-class training and support, as well as ongoing career...

NJR Recruitment is partnering with a boutique firm of Independent Financial Planners to find a skilled Administrator to support their high-net-worth clients. The ideal candidate will have excellent organizational skills and be able to work effectively in a fast-paced environment.Key Responsibilities:Providing administrative support to the financial planning...

NJR Recruitment is partnering with a boutique firm of Independent Financial Planners to find a skilled Administrator to support their high-net-worth clients. The ideal candidate will have excellent organizational skills and be able to work effectively in a fast-paced environment.Key Responsibilities:Providing administrative support to the financial planning...

A reputable wealth management firm, Page Personnel Finance, is seeking a skilled Trainee Paraplanner to join their team in Altrincham.Client DetailsProviding holistic financial advice across various areas, the company has built up a strong reputation for delivering a client-focused approach and has grown significantly over the years.DescriptionAs a Trainee...

Job SummaryWe are seeking a highly skilled and experienced Mortgage Administrator to join our team at Halecroft Recruitment. As a Mortgage Administrator, you will play a crucial role in supporting our Wealth Management business in delivering exceptional financial planning and investment advice to our clients.Key ResponsibilitiesAdminister and progress...

This is a firm with a strong reputation for retaining and developing its staff. In fact, two planners were placed with them 17 years ago and are still there, a testament to the company's commitment to nurturing talent. The firm has a clear plan in place for succession, ensuring that the ethos remains the same even as leadership changes. This stability and...

This is a firm with a strong reputation for retaining and developing its staff. In fact, two planners were placed with them 17 years ago and are still there, a testament to the company's commitment to nurturing talent. The firm has a clear plan in place for succession, ensuring that the ethos remains the same even as leadership changes. This stability and...

Our client based in Hale, Altrincham is currently looking to recruit an experienced Financial Services Administrator on a permanent basis... To provide efficient, friendly, and professional administration support to both clients & IFAs. The Role: Dealing with adhoc queries from Advisers/Clients/ProvidersTasks to be recorded and maintained via back-office...

Job Summary:A Financial Services Administrator is required to work for our Clients, a respected and growing firm of Financial Advisers. With a strong presence in the industry, our Client offers first-class training and support and ongoing career development.Key Responsibilities:Based on the front desk with another team member, providing exceptional customer...

Are you a seasoned professional looking to take your career to the next level in a dynamic financial organisation? We're seeking a talented individual to join our team as a Credit Officer, responsible for driving new business development and building relationships with clients to increase revenue.Key Responsibilities:Develop and maintain relationships with...