Wealth Management Assistant

Senior Financial Services CoordinatorLocation: MacclesfieldSalary Range: £25,000 - £28,000 per annumA reputable National Firm of Independent Financial Planners based in Macclesfield seeks a senior coordinator to support their wealth management team. In this role, you will be responsible for coordinating financial planning and wealth management services for...

About UsKingswood Group is a leading provider of wealth planning and investment management solutions. With over $9 billion in assets under management, we have a growing network of offices across the UK and globally.Job SummaryWe are seeking an experienced Client Liaison Administrator to join our team. As a key member of our support staff, you will provide...

Wealth Management AssistantThis exciting opportunity has become available to join a well-established National Firm of Independent Financial Planners as an IFA Administrator.As a valued member of the Client Services Team, you will contribute to delivering exceptional service to clients.About the Position:Suitable candidates will have previous experience...

Job Title: Financial Planning AdministratorLocation: MacclesfieldEstimated Salary: 26,500 - 29,500About Our ClientOur client is a well-established and respected firm of Independent Financial Planners, with a strong presence in the Macclesfield area.With a focus on delivering exceptional client service, they provide expert advice on wealth management,...

Job DescriptionNJR Recruitment is representing a highly regarded National Firm of Independent Financial Planners based in the Macclesfield area.Our client holds an excellent reputation in the industry and provides Independent Wealth Management advice to both private clients and business owners.An exciting opportunity has arisen to join their Client Services...

Job Description:NJR Recruitment is representing a highly regarded and National Firm of Independent Financial Planners based in the Macclesfield area. Our client holds an excellent reputation in the industry and provides Independent Wealth Management advice to both private clients and business owners. Due to internal progression, an exciting opportunity has...

A reputable company in the Macclesfield area is seeking a skilled Wealth Management Advisor to join their team.Salary: £25,000 - £28,000The ideal candidate will have a strong understanding of financial planning principles and be able to communicate complex ideas in a clear and concise manner. This is an excellent opportunity for someone looking to start...

About the role:This is an exciting opportunity to join a leading firm of Independent Financial Planners based in Macclesfield. Our Client holds an excellent reputation in the industry and provides independent wealth management advice to both private clients and business owners.Responsibilities:Support our financial planning advisors in managing client...

We are excited to partner with a leading independent financial advice firm that is actively looking to grow their Advice team.If you are a highly motivated individual with a strong passion for financial planning and client service, we would love to hear from you.As a Wealth Management Professional, you will be responsible for providing financial advice to...

Award-winning independent financial advisory firm Enable Recruitment seeks an exceptional Wealth Management Professional to join its growing advice team.Job SummaryThis exciting opportunity requires a detail-orientated professional with a passion for financial planning and client service to provide expert advice to existing clients.Delivering comprehensive...

As a Client Liaison Administrator at Kingswood Group, you will play a critical role in supporting our Advisors and driving sales-related administration.About the RoleWe are looking for an individual who shares our passion for delivering exceptional client service and has experience working within a Wealth Management/Planning environment.Key...

Company OverviewKingswood Group is a leading global provider of trusted wealth planning and investment management solutions. With 9 billion assets under management, we have a growing network of offices across the UK and globally.We serve clients ranging from private individuals to some of the UK's largest universities, with a vision to become a leading...

A highly regarded Wealth Management organization is seeking an experienced IFA Administrator to join their client services team in the Macclesfield area. As a key member of the team, you will play a vital role in delivering exceptional customer service and supporting the growth of the business.Key ResponsibilitiesProviding administrative support to the...

Firm Overview: Our Client is a highly regarded National Firm of Independent Financial Planners based in the Macclesfield area.About the Role:We are seeking an experienced Financial Planning Administrator to join our dynamic team.Your Key Responsibilities:Providing administrative support to our Financial Planning team.Assisting with the preparation of...

About the Role: We are seeking a highly skilled Financial Planning Administrator to join our client's team in Macclesfield. This is an excellent opportunity for someone looking to advance their career in financial planning and administration. The successful candidate will have a strong background in financial planning and administration, with a minimum of 2...

We are recruiting for a talented Senior Wealth Management Coordinator to join our client's Client Services Team in Macclesfield. As a key member of the team, you will be responsible for providing administrative support to a number of IFA's, including preparation of correspondence, maintenance of administration systems, and ensuring daily workflow is...

Financial Planning Administrator Newton Aycliffe NJR Recruitment is representing a highly regarded Wealth Management organisation that is based in the Newton Aycliffe area. Our client holds an excellent reputation within the industry and provides Independent Wealth Management advice to both Private Clients and Business Owners. An exciting, and newly...

**Job Summary** PEAK VM is a small but progressive company who supply Signage, Printed Boards and other bespoke Products to help UK businesses run more efficiently. We are looking for a practically minded Workshop Assistant who ideally has experience with hand tools who will be responsible for supporting us in producing visual products for our impressive...

At Academics Ltd, we are committed to providing exceptional support to our client Primary Schools in Macclesfield. We are seeking a dedicated Learning Support Assistant to join our team and make a real difference in the lives of our students.Responsibilities of the role include:Aiding the development of children with ASD, ADHD, and other SEN...

NJR Recruitment is pleased to be representing a highly regarded Wealth Management organisation that is based in the Macclesfield area.Our client holds an excellent reputation within the industry and provides Independent Wealth Management advice to both private clients and business owners.Due to internal progression, an exciting, and newly created opportunity...