Wealth Management Administrator
2 weeks ago
**Do you have experience in Financial Services?**
**Do you want to study towards professional qualifications?**
**If so this is the perfect role for you We are currently recruiting for a Wealth Management Administrator to join a reputable firm in Liverpool City Centre. The role is based in central offices and offers a friendly working environment alongsidean excellent benefits package including life assurance.**
**Role responsibilities for the Wealth Management Administrator**:
- Managing client documents
- Update information on CRM systems
- Produce investment reports
- Send client letters
**Role requirements for the **Wealth Management Administrator**:
- Experience in Financial Services
- High level of accuracy and communication skills
- Ability to prioritise workloads
- Good working knowledge of Microsoft Office
- Willingness to study towards relevant qualifications
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Operation Administrator Wealth Management
7 days ago
Liverpool, United Kingdom Goodman Masson Full timeA leading Wealth Management Company is looking to hire 2 Operations administrator to join their Liverpool Office, the post holder will be providing administrative support to the Operation team by providing excellence administrative services, and proactivelycontribute to the team's new and existing initiatives. Key accountabilities: - Provide a professional...
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Wealth Management Graduate Training Scheme
1 week ago
Liverpool, United Kingdom Marshall Moore Full timeWealth Management Graduate Training Scheme Ref: EHX72332 Location: Liverpool Type: Permanent About the Role We are currently recruiting for a number of candidates to join a rapidly growing firm in Liverpool city centre. The role involves working alongside financial advisors and speaking to clients regarding their wealth/pensions. The role is a...
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Ifa Administrator
Found in: beBee jobs GB - 5 days ago
Liverpool, Liverpool, United Kingdom Mitchell Hall Consulting Full timeWealth Planning Practice - IFA Administrator role My client is an IFA Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their Liverpool office. You'll be supporting the Financial Planners & Paraplanners,...
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Financial Adviser
6 days ago
Liverpool, United Kingdom Puleston Wealth Management Full timeJob Overview: We are seeking a skilled Financial Advisor on a Self-Employed basis to join our team. As a Financial Advisor, you will be responsible for providing financial planning and advisory services to clients. This is an excellent opportunity for someone with a strong background in financial services to help individuals and families achieve their...
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Client Administrator
2 days ago
Liverpool, United Kingdom Page Personnel Secretarial & Business Support Full timePage Personnel are working hand in hand with this wealth management business to recruit for a Client administrator to join they business based in Liverpool City Centre. **Client Details** This business is the UKs leading integrated wealth management and professional services group. It ranks in the top 3 largest within the UK and has a network of 28 offices...
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Administrator
6 days ago
Liverpool, United Kingdom Goodman Masson Full time**Administrator** **Liverpool, UK** **£22,000pa** **12month FTC + Hybrid working** Our client is an investment management and wealth management services for private investors and trustees. They are looking for an Administrator to join their team on a 12-month FTC. **Key Responsibilities** - Provide a professional and reliable service for clients,...
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Graduate Investment Administrator
2 days ago
Liverpool, United Kingdom Marshall Moore Full time**We are currently recruiting for a Graduate Investment Administrator to join one of the UKs leading wealth management firms in Liverpool city centre. The role is ideal for a bright graduate, either with a genuine interest in the investment industry,or someone who is just looking to start their career in a professional, reputable environment. Full training...
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Operations Administrator
6 days ago
Liverpool, United Kingdom Sellick Partnership Full time**Operations Administrator** **£20k-£22k** **Permanent, Full time** **Liverpool (hybrid-working)** Operations Administrator is required to join a dynamic and high-calibre organisation with endless opportunities. My client is looking for an individual looking to make the next step in their career with a leading Wealth and Investment Management...
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Operations Administrator
6 days ago
Liverpool, United Kingdom Sellick Partnership Full time**Operations Administrator** **£20k-£22k** **Fixed Term Contract, Full time** **Liverpool (hybrid-working)** Operations Administrator is required to join a dynamic and high-calibre organisation with endless opportunities. My client is looking for an individual looking to make the next step in their career with a leading Wealth and Investment Management...
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Operations Administrator
4 days ago
Liverpool, United Kingdom Sellick Partnership Full time**Operations Administrator** **£20k-£25k** **Permanent, Full time** **Liverpool (hybrid-working)** Operations Administrator is required to join a dynamic and high-calibre organisation with endless opportunities. My client is looking for an individual looking to make the next step in their career with a leading Wealth and Investment Management...
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Investment Administrator
2 days ago
Liverpool, United Kingdom Page Personnel Finance Full timePage personnel are working hand in hand with this leading wealth specialist to recruit for a Investment administrator to join their busy and growing team in Liverpool city centre. **Client Details** This leading and growing financial services organisation provides financial advice to a wide variety of clients. Having won many awards recognised within the...
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Investment Administrator
4 days ago
Liverpool, United Kingdom Page Personnel Finance Full timeWe have a number of permanent and fixed term roles for the operations function of a wealth management firm based in Liverpool. **Client Details** This is a successful investment company with a strong presence in the sector. They have won numerous awards for its service and development of staff. **Description** As Investment Administrator, you will get...
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Senior Operations Administrator
6 days ago
Liverpool, United Kingdom Sellick Partnership Full time**Senior Operations Administrator** **£23k-£25k** **12 Month Fixed Term Contract, Full time** **Liverpool (hybrid-working)** Senior Operations Administrator is required to join a dynamic and high-calibre organisation with endless opportunities. My client is looking for an individual looking to make the next step in their career with a leading Wealth...
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Senior Operations Administrator
4 days ago
Liverpool, United Kingdom Sellick Partnership Full time**Senior Operations Administrator** **£25k-£28k** **Permanent, Full time** **Liverpool (hybrid-working)** Senior Operations Administrator is required to join a dynamic and high-calibre organisation with endless opportunities. My client is looking for an individual looking to make the next step in their career with a leading Wealth and Investment...
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Investment Operations Administrator
6 days ago
Liverpool, United Kingdom Page Personnel Finance Full timePage personnel are working hand in hand with this leading wealth specialist to recruit for a Investment administrator to join their busy and growing team in Liverpool city centre. **Client Details** This leading and growing financial services organisation provides financial advice to a wide variety of clients. Having won many awards recognised within the...
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Specialist Operations Administrator
4 days ago
Liverpool, United Kingdom Page Personnel Full timeSpecialist operations administrator - Exciting Opportunity - Wealth management **About Our Client**: This reputable business has over 100 year's experience in being market leaders in what they do! If you are looking to work in a fast-paced, high-flying and exciting environment then look no further! With over 1,000 employees you will certainly be joining a...
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Administrator
2 weeks ago
Liverpool, United Kingdom Sellick Partnership Full timeAdministrator £24k 12 Month Fixed Term Contract, Full time Liverpool (hybrid-working) Administrator required to join a dynamic and high-calibre organisation with endless opportunities. My client is looking for an individual looking to make the next step in their career with a leading Wealth and Investment Management organisation. Key responsibilities of...
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Administrator
Found in: Jooble UK C2 - 2 weeks ago
Liverpool, United Kingdom Sellick Partnership Full timeAdministrator £24k 12 Month Fixed Term Contract, Full time Liverpool (hybrid-working) Administrator required to join a dynamic and high-calibre organisation with endless opportunities. My client is looking for an individual looking to make the next step in their career with a leading Wealth and Investment Management organisation. Key responsibilities of...
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Administrator
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
Liverpool, United Kingdom Sellick Partnership Full timeAdministrator£24k12 Month Fixed Term Contract, Full timeLiverpool (hybrid-working)Administrator required to join a dynamic and high-calibre organisation with endless opportunities. My client is looking for an individual looking to make the next step in their career with a leading Wealth and Investment Management organisation.Key responsibilities of the...
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Administrator
Found in: Appcast UK C2 - 2 weeks ago
Liverpool, United Kingdom Sellick Partnership Full timeAdministrator£24k12 Month Fixed Term Contract, Full timeLiverpool (hybrid-working)Administrator required to join a dynamic and high-calibre organisation with endless opportunities. My client is looking for an individual looking to make the next step in their career with a leading Wealth and Investment Management organisation.Key responsibilities of the...