Wealth Management Coordinator

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...

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...

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...

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...

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,...

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...

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...

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.

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...

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...

Job Description:NJR Recruitment is representing a highly regarded National Firm of Independent Financial Planners based in Macclesfield. Our client provides Independent Wealth Management advice to both private clients and business owners and now requires a skilled Financial Planning Administrator to join their Client Services Team. The successful candidate...

About the Role: We are seeking a highly skilled Financial Planning Administrator to join our client's team in Macclesfield. This is an excellent opportunity for someone looking to advance their career in financial planning and administration. The successful candidate will have a strong background in financial planning and administration, with a minimum of 2...

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...

**Job Title:** Domiciliary Care CoordinatorAbout the RoleWe are seeking a highly organized and compassionate individual to join our team as a Domiciliary Care Coordinator/Scheduler. This role is crucial to the effective delivery of home care services, ensuring that clients receive the support they need.Key Responsibilities:Care Scheduling: Coordinate and...

We are seeking an experienced Inventory Management Coordinator to join our team in Macclesfield, United Kingdom. The ideal candidate will have a strong background in inventory management, with experience in handling goods, preparing orders, and maintaining inventory accuracy.Responsibilities:Loading and unloading goods for storage and distribution.Picking,...

IPG Health Medical Communications is seeking an HR Associate to support our Talent Management team.About the JobThis is a fantastic opportunity for an HR professional to gain hands-on experience in employee relations, data-driven decision-making, and HR practices.Key Responsibilities:Advise and Support: Provide guidance to line managers on HR policies,...

Job Title: Financial Planning AdministratorLocation: MacclesfieldEstimated Salary: 27,000 - 30,000Company OverviewNJR Recruitment represents a highly regarded and National Firm of Independent Financial Planners based in the Macclesfield area.The firm holds an excellent reputation in the industry, providing Independent Wealth Management advice to both private...