Pensions / Wealth Technical Specialist

Wealth Management RoleAs a Wealth Management Specialist with NJR Recruitment, you will have the opportunity to work collaboratively with Directors and Senior Consultants to provide technical support for key products and services delivery to clients.Key Responsibilities:Support clients in information gathering and planning from case-by-case delivery.Act as an...

Wealth Management RoleFerguson Dean, a reputable regional financial planning practice, is currently seeking a Wealth Management Specialist to manage a portfolio of high net worth clients in Manchester. This challenging yet rewarding role offers the chance to develop your skills and expertise while contributing to the company's success.The successful...

Opportunity SummaryNJR Recruitment invites applications for a Wealth Management Specialist position. As a member of our National Paraplanning Team, you will contribute to delivering key products and services to clients.About the OpportunityThis role offers a dynamic work environment, with opportunities for career growth and professional development. You will...

A FANTASTIC OPPORTUNITY TO START A SUCCESSFUL CAREER IN SALES WHERE NO SALES EXPERIENCE REQUIRED Who are we looking for? We are currently looking for bright, highly motivated individuals to fill a number of Generational Wealth consultant positions with a successful legal services company located in Wilmslow. Ideally you will be a university graduate,...

As a Wealth Protection Specialist with Sellick Partnership Limited - Private Practice, you will play a crucial role in advising high net worth individuals, business owners, and entrepreneurs on private wealth and family legal matters. This is an excellent opportunity to work with a recognised national law firm, providing expertise in estate planning,...

James Phillip Financial Recruitment are working with a national Wealth & Asset management company. Internationally backed. Working within the Wealth Planning team providing high level financial planning advice to HNW clients while also supporting the Client Directors with technical support. While heavily pensions dominated this area of the business...

Technical Support Role for Wealth AdvisorsA well-established private banking organisation is seeking an experienced Paraplanner to provide technical support to their wealth advisors in Manchester. The successful candidate will be responsible for delivering high-quality technical financial advisory reports and advice to HNW clients.The key responsibilities of...

Job Description 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...

Mbf are working with a national Wealth Management origination to recruit a key member of staff. The business we are working with are one of the most successful Financial Planning & Investment Management organisations in the UK, they are a multi award winningcompany with a fantastic reputation. They are now seeking to recruit a Technical Protection...

About the RoleWe are seeking a Wealth Protection Specialist to join our Private Client team. The successful candidate will be responsible for providing expert advice on estate and wealth protection measures, including Wills, tax liabilities, and Grant administration.This is an exciting opportunity to work with a talented team that provides tailored and...

Job SummaryWe have a fantastic opportunity for an experienced Paraplanner to join our client's Financial Planning division in Manchester on an initial fixed-term contract.The successful candidate will be responsible for providing technical support to Wealth Advisors and their clients, delivering high-quality financial planning reports and...

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 equivalent QCF RDR...

About the Position:We are looking for an Experienced Wealth Management Support Specialist to join our team at mbf. As a Technical Paraplanner, you will play a critical role in supporting our highest performing Chartered Financial Planning Partner.Responsibilities:Support the delivery of high-quality client services through technical paraplanning.Collaborate...

We are seeking a Wealth Management Specialist to join our team in Manchester, working with a portfolio of private clients with assets ranging from £250,000 to £5 million. As a key member of our wealth management team, you will play a critical role in delivering exceptional financial planning services to our clients, helping them achieve their long-term...

Job Description 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,...

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...

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 RDR...

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...

Job SummaryWe are seeking a highly skilled Client Wealth Management Specialist to join our team at Schroders Recruitment. This role involves providing expert advice on investment management and client relationships.

About Capita Pensions SolutionsCapita Pensions Solutions (CPS) is a leading provider of pensions administration and consultancy services. We help organisations create and implement resilient and responsible pension strategies to secure their employees' financial futures.As a Senior Pensions Technical Specialist, you will play a key role in delivering...