Wealth Management Administrator

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 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 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,...

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 Profile:NJR Recruitment's client is a renowned provider of independent wealth management advice, serving both private clients and business owners in the Macclesfield area.The company offers a dynamic and supportive environment, with opportunities for career growth and development.We are seeking an experienced IFA Administrator to join their Client...

We are seeking an experienced Client Liaison Administrator to join our Kingswood Group team, supporting our Advisors and driving sales-related administration in a dynamic Wealth Management environment.About the RoleThe ideal candidate will have experience working within a Wealth Management/Planning environment and be passionate about delivering exceptional...

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...

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...

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...

NJR Recruitment Ltd is representing a National Firm of Independent Financial Planners based in Macclesfield. We are looking for a skilled Financial Planning and Administration Specialist to join their Client Services Team as an IFA Administrator.The ideal candidate will have experience working within an IFA/Wealth Management Practice and possess strong...

IFA Administrator OpportunityWe are looking for a talented and experienced IFA Administrator to join our Client Services Team based in Macclesfield.The successful candidate will work from our office in Macclesfield, providing administrative support to a number of IFA's, preparing correspondence, being the main point of contact for IFA's, clients, life...

IFA Administrator VacancyNJR Recruitment Ltd is proud to present an opportunity to join a leading National Firm of Independent Financial Planners as an IFA Administrator.This is a great chance to develop your career in a respected industry and gain valuable experience in Client Services.About the Job:Applicants should have a strong background in working with...

NJR Recruitment CareersWe are representing a highly regarded and National Firm of Independent Financial Planners based in the Macclesfield area.The role will suit someone who has been working within an IFA / Wealth Management Practice. Candidates should have a strong product knowledge of Pensions & Investments products and be used to providing excellent...

Are you passionate about delivering exceptional client service in a dynamic Wealth Management environment?About the RoleWe are seeking an experienced Client Liaison Administrator to join our Kingswood Group team, supporting Advisors and driving sales-related administration.Key Responsibilities:Providing administrative support to Advisors, including diary...

About the RoleWe are seeking an experienced Client Liaison Administrator to join our team in a Wealth Management/Planning environment. As a Client Liaison Administrator, you will provide support to Advisors, process sales-related paperwork, and maintain awareness of company policies and procedures.

Key ResponsibilitiesProviding support to advisors, including monitoring diaries, opportunities, queries, and requestsProcessing all sales-related paperwork from submission to completion and any ongoing administration for investments, pensions, and protection departmentsMaintaining up-to-date awareness of company policies, practices, and proceduresGathering...

Job Overview:Macclesfield-based National Firm of Independent Financial Planners seeks an IFA Administrator to join their Client Services Team. As a key member, you will provide exceptional service to clients and support the team in delivering first-class wealth management advice.Key Responsibilities:• Provide administrative support to the Client Services...