Wealth Management Administrator

**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...

This role will provide administration assistance to the Wealth Management division’s Investment Managers. Manchester, Hybrid working Transcribing digital dictation of file notes, client care (suitability) letters and general correspondence General secretarial duties to including typing, mail merge, filing, photocopying, scanning, collating and...

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,...

**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...

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,...

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.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 RDR...

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...

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...

About the RoleWe are seeking a highly skilled and experienced Pension Administrator to join our SIPP Administration team at Recruit Wealth Ltd. As a dedicated member of our team, you will play a crucial role in supporting our clients and financial advisers with their pension needs.Main ResponsibilitiesProcess SIPP transfer out requests and ensure timely...

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...