Investment Planning Specialist

Financial Planning CareerWe are seeking an experienced Estate and Investment Planner to join our team at Quilter Financial Planning.This is a fantastic opportunity for a financial services professional to work on an employed basis with one of our strategic partner firms, offering excellent remuneration terms and full paraplanning support.The estimated salary...

We are based across the North, with offices in Manchester and have colleagues working within local transport bodies across the North. We are now established as a regional centre of excellence for strategic transport planning. Our role is to add strategic value by ensuring that funding and strategy decisions about transport in the North are informed by local...

Lead the rail investment planning function, delivering complex, pertinent information, analysis, design and engineering solutions to senior colleagues in the Rail North Partnership to aid in strategic decision-making. We are looking for an adept leader who can inspire and drive excellence across our rail investment planning, someone who has the ability,...

About the Position:">As a Strategic Data Governance Specialist, you will play a critical role in shaping and executing our data strategy. You will lead the design and implementation of a data governance framework, ensuring that data is accurate, complete, and compliant with regulatory requirements.">About Us:">Insight Investment is a leading asset manager...

Job SummaryWe are seeking a talented and ambitious individual to join our team as an Investment Operations Specialist Apprentice. As a key member of our operations team, you will play a crucial role in supporting the delivery of our award-winning investment platform.About the RoleThis is an exciting opportunity for someone who wants to launch their career in...

**FINANCIAL PLANNING & INVESTMENT ADMINISTRATOR** **SALARY UP TO £25,000** **MANCHESTER AIRPORT - FREE PRIVATE PARKING** **2 DAYS HOME, 3 DAYS OFFICE** **FLEXI WORKING HOURS** Our Client, a firm of Independent Financial Advisers & Investment Managers based in Manchester are looking to recruit a new Administrator to complement their expanding team. They...

AJ Bell Management Limited is one of the fastest-growing investment platform businesses in the UK, offering award-winning solutions for customers ranging from professional financial advisers to DIY investors. We are looking for an experienced Investment Solutions Specialist to join our team.Job Description:Maintain and update portfolio models and investment...

Are you passionate about trading and investing? Do you want to be part of a dynamic team that helps people achieve their financial goals?We are looking for an Investment Support Specialist to join our Dealing Services Team at AJ Bell Management Limited. In this role, you will support customers by phone, email, and secure message, placing and executing deals...

Senior Investment SpecialistEstimated Salary: £50,000 - £65,000 per annumA leading UK Commercial Property Investment company is seeking an experienced Senior Investment Specialist to join its team in Manchester.The successful candidate will play a key role in real estate acquisitions, disposals, and portfolio performance monitoring, utilising data science...

Place North West is seeking an experienced Investment Management Specialist to join our team. In this role, you will work closely with our colleagues to consider investment decisions and provide expert advice on risk management.About the JobThis is a challenging and rewarding opportunity to work with a leading organization in the North West, supporting...

Role OverviewSchroders Recruitment is seeking a skilled Portfolio Investment Specialist to join our team. As a key member of our investment management team, you will be responsible for delivering excellent client service and managing individual client portfolios in line with agreed Strategic Asset Allocation, benchmarks, and restrictions.In this role, you...

Job SummaryWe are seeking a highly skilled Investment Service Specialist to join our Dealing Services Agents team. As an Investment Service Specialist, you will play a pivotal role in assisting AJ Bell customers with their investments and providing exceptional customer service.About the RoleThe ideal candidate will have excellent communication skills, a...

Job OverviewWe are a specialist agency providing innovative solutions for Landlords in Scotland.Our company was founded in 2021 to facilitate property sales between investors in Scotland.We have grown to become one of Scotland's leading investment sales and letting agencies, handling tens of millions worth of property transactions annually.The successful...

**Energy and Infrustructure Investment Assocate/ Partner** We are seeking a specialist Energy professional to join our client’s Infrastructure, Investment and Energy team as an Associate or Partner, to provide Investment and Energy services. Due to high demand our client is experiencing high growth. The right person will joining an award winning highly...

Job Title: Financial Planning SpecialistAbout the Role:An exciting opportunity has arisen for a skilled Paraplanner/Trainee (Part Qualified) to join our client's dynamic team in Manchester City Centre. As a key member of the Paraplanning team, you will be responsible for preparing advice reports for financial advisers, liaising directly with them before...

**About the Role**We are looking for a skilled Investment Platform Specialist to join our team at AJ Bell Management Limited. The successful candidate will be responsible for generating interest in the AJ Bell Investcentre platform and engaging with adviser firms to help them understand the benefits of using our services.This is an excellent opportunity to...

**Cobalt are delighted to be working with a substantialPrivate Equity backed Residential Property Company that specialises in the Build-to-Rent sector to appoint an Investment Director to its northwest based team.** **This award-winning company retains complete ownership of the high-level schemes and neighbourhoods that it designs, builds, and maintains and...

About the RoleWe are seeking a highly motivated Property Investment Specialist to join our team at Let Property. As a key member of our sales and letting agency, you will play a crucial role in helping investors access high return rental properties across Scotland.

About Insight InvestmentInsight Investment is a leading asset manager focused on designing investment solutions to meet its clients' needs.Founded in 2002, Insight's collaborative approach has delivered both investment performance and growth in assets under management.We manage assets across our core liability-driven investment, risk management,...

About the RoleWe are looking for an ambitious Investment Product Specialist to join our team in Manchester. In this role, you will have the opportunity to work with a range of investment products and develop your expertise in sales and business development.The successful candidate will have a strong background in sales and business development, with...