Investment Consultant
4 days ago
Bell Cornwall Recruitment is pleased to be hiring for an Investment Administrator to join a Wealth Management Company in the financial services industry.
Key Responsibilities- Support investment managers in providing investment services to clients
- Maintain accurate and up-to-date information on the company's CRM system
- Prepare high-quality PowerPoint presentations and meeting documents for client meetings
- Update the database with revised client details in a timely manner
- Process and submit expense claims in accordance with company policies
- Proficiency in Microsoft Office applications, including Word, Outlook, Excel, and PowerPoint
- High level of attention to detail and organizational skills
- Ability to work effectively as part of a team
- Curiosity and a willingness to learn and take on new challenges
- Ability to work independently and take initiative
Bell Cornwall Recruitment is a leading recruitment agency specializing in the financial services industry.
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Sustainable Investment Consultant
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Financial Investment Consultant
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Financial Investment Consultant
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Investment Manager
7 days ago
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Investment Manager
6 days ago
Birmingham, Birmingham, United Kingdom IDEX Consulting Full timeJob Summary:We are seeking an experienced Investment Manager to join our team at IDEX Consulting. As a key member of our Wealth Management division, you will be responsible for managing investment portfolios and providing expert advice to our clients.About the Role:This is an exciting opportunity for a seasoned Investment Manager to take on a new challenge...
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Investment Administrator
4 days ago
Birmingham, Birmingham, United Kingdom Bell Cornwall Recruitment Full timeJob Title: Assistant Investment ConsultantJob Type: Full-timeIndustry: Financial ServicesCompany: Bell Cornwall RecruitmentLocation: RemoteJob Description:Job Summary:Bell Cornwall Recruitment is seeking an experienced Investment Administrator to join our team. As an Investment Administrator, you will be responsible for providing administrative support to...
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Investment Administrator
3 days ago
Birmingham, Birmingham, United Kingdom Bell Cornwall Recruitment Full timeJob Title: Assistant Investment ConsultantJob Type: Full-timeIndustry: Financial ServicesCompany: Bell Cornwall RecruitmentLocation: RemoteJob Description:Job Summary:Bell Cornwall Recruitment is seeking an experienced Investment Administrator to join our team. As an Investment Administrator, you will be responsible for providing administrative support to...
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Investment Management Leader
7 days ago
Birmingham, Birmingham, United Kingdom IDEX Consulting Full timeJob Summary: IDEX Consulting is seeking an experienced Investment Manager to join our team in Birmingham. As a key member of our Wealth Management team, you will be responsible for managing client relationships and growing our business in the UHNW market.About the Role: As an Investment Manager, you will work closely with our Director-level Investment...
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Investment Management Leader
6 days ago
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Wealth Management Consultant
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Recruitment Consultant
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Recruitment Consultant
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Wealth Management Consultant
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Birmingham, Birmingham, United Kingdom TechNET IT Recruitment Ltd Full timeWealth Management ConsultantFull-time PositionPermanent RoleCompensation: Competitive, including a base salary plus commission and bonusesCompany Overview:TechNET-IT is collaborating with a prominent UK wealth management firm recognized for its extensive financial planning and investment management solutions.They are looking to expand their advisory team due...
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Senior Financial Consultant
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Senior Financial Consultant
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Financial Services Consultant
4 days ago
Birmingham, Birmingham, United Kingdom Okailgroup Full timeAbout the Role:The aim of the Investment Advisor scheme is to provide candidates with a comprehensive range of experience and training in the financial services sector.As a Financial Services Consultant, you will provide support and assistance to the team, but duties and responsibilities will change over time. You are expected to adapt to these changing...
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Senior Planning Consultant
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Financial Services Consultant
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Health and Safety Consultant
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