Wealth Management Professional

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...

About the role:This is an exciting opportunity to join a leading firm of Independent Financial Planners based in Macclesfield. Our Client holds an excellent reputation in the industry and provides independent wealth management advice to both private clients and business owners.Responsibilities:Support our financial planning advisors in managing client...

A reputable company in the Macclesfield area is seeking a skilled Wealth Management Advisor to join their team.Salary: £25,000 - £28,000The ideal candidate will have a strong understanding of financial planning principles and be able to communicate complex ideas in a clear and concise manner. This is an excellent opportunity for someone looking to start...

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,...

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...

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 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...

A highly regarded Wealth Management organization is seeking an experienced IFA Administrator to join their client services team in the Macclesfield area. As a key member of the team, you will play a vital role in delivering exceptional customer service and supporting the growth of the business.Key ResponsibilitiesProviding administrative support to the...

Job Description:NJR Recruitment is representing a highly regarded and 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. Due to internal progression, an exciting opportunity has...

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...

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...

Financial Planning SpecialistWe are representing a reputable National Firm of Independent Financial Planners based in the UK. Our Client is an established provider of Independent Wealth Management advice to both private clients and business owners.An exciting opportunity has arisen to join their Client Services Team as an IFA Administrator, due to internal...

Retirement Planning SpecialistWe are seeking a dedicated and experienced financial advisor to join our partner firm and help clients achieve their retirement goals.About the RoleThis is an exciting opportunity for a skilled professional to work with clients, assess their financial situations, and develop personalized plans to secure their financial...

NJR Recruitment is representing a highly regarded and National Firm of Independent Financial Planners based in the Macclesfield area.Estimated Salary: £27,000 - £30,000 per annum.The Company Overview:This is an exciting opportunity to join a leading firm of Independent Financial Planners.Our Client holds an excellent reputation in the industry and provides...

Firm Overview: Our Client is a highly regarded National Firm of Independent Financial Planners based in the Macclesfield area.About the Role:We are seeking an experienced Financial Planning Administrator to join our dynamic team.Your Key Responsibilities:Providing administrative support to our Financial Planning team.Assisting with the preparation of...

Your Career at Kingswood GroupWe are a leading global provider of trusted wealth planning and investment management solutions. Our company culture celebrates, recognises, and appreciates our differences, irrespective of background, race, religion, age, gender, sexual orientation, or disability.We are seeking an experienced Asset Planning Officer to join our...

About the RoleWe are looking for an experienced Asset Planning Officer to join our financial services team. As a key member of our team, you will work directly with clients to provide a wide range of financial planning solutions and conduct annual reviews.You will be responsible for maintaining competency through successful completion of required 'continuing...

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...

Role Overview:We are seeking an experienced Financial Planning Administrator to join our client's team in Macclesfield. This exciting opportunity offers a competitive salary of £25,000 - £28,000, plus benefits such as contributory pension scheme and private healthcare. As a key member of the Client Services Team, the successful candidate will be...

Are you a motivated and experienced financial advisor looking for a new challenge?We have partnered with a reputable financial advisory firm that is seeking to grow its advice team, and we are excited to offer this opportunity to the right candidate.As a key member of the team, you will be responsible for providing comprehensive financial advice to clients,...