Wealth Management Support Specialist

About the RoleThis Business Support Specialist position involves providing administrative support to our Wealth Management team. The successful candidate will be responsible for servicing existing business, including platform-based work, illustrations, and regular communication with clients and wrap/platform providers.As a key member of our team, you will...

About Our FirmOur Macclesfield-based National Firm of Independent Financial Planners is seeking an experienced Administrator to join their Client Services Team as an IFA Advisor. The ideal candidate will have a strong understanding of Pensions & Investments products and excellent customer service skills.This role offers a unique opportunity to work in a...

Job Description:We are seeking a highly skilled Paraplanning Specialist to join our team at Merje, a leading Wealth Management firm. As a key member of our team, you will play a vital role in servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers.The ideal candidate will have at least...

Job DescriptionWe are seeking a skilled Paraplanner to join our team at Merje Careers. As a key member of our Wealth Management firm, you will play a vital role in servicing existing business and supporting our advisers.Key Responsibilities:Receiving instructions from advisers following client meetings and interpreting data obtained during these...

Wealth Management Professional OpportunityMERJE is seeking a highly skilled Pensions Paraplanner to join our team. As a key member of our Wealth Management division, you will be responsible for servicing existing business and platform-based work.This position requires strong analytical skills, as you will be responsible for interpreting data obtained by...

We are seeking a Senior Wealth Advisor to join our team at CV-Library. As a member of our advisory team, you will work closely with existing clients and build new relationships in the Cheshire area and beyond.With a focus on wealth management, investment management, and professional services, this role offers a wide range of opportunities for growth and...

Role OverviewWe are seeking a skilled Paraplanner to join our team at Merje Careers. This permanent role offers a fantastic opportunity to develop your career in wealth management, working closely with our experienced advisers and clients.The successful candidate will be responsible for servicing existing business, platform-based work, illustrations, and...

Key ResponsibilitiesIn this role as a Wealth Management Professional, you will provide administrative support to our Wealth Management team. Key responsibilities include:Servicing existing business, including platform-based work and regular contact with clientsAnalysing information and conducting basic research to produce high-quality reports and...

Job OverviewWe are seeking a Relief Lodge Support Specialist to cover absences of permanent Lodge Managers on an as and when required basis at retirement developments within a reasonable travelling distance.This role is suitable for someone looking for a flexible position, content to work as and when required. Previous experience in property management,...

Austin Fraser is a leading financial planning firm seeking an experienced Regulatory Compliance Specialist to join our team.Job Description:We are looking for a highly skilled individual to assist the Head of Compliance in all aspects of the compliance regime, including auditing new business submissions, providing pre-submission support, and ensuring...

We're looking for a dedicated and compassionate Relief Support Worker to join our team in Warrington, Cheshire. As a Relief Support Worker, you'll play a vital role in supporting individuals with diverse needs.About the RoleIn this role, you'll provide high-quality support to service users, including personal care and medication. You'll also develop and...

We are currently seeking highly motivated Relief Support Workers to join our team in Warrington, Cheshire. As a Relief Support Worker, you will play a vital role in providing person-centred support and care to individuals with learning disabilities, autism, mental health issues, and complex needs.Key ResponsibilitiesThe successful candidate will have the...

Company OverviewA leading Wealth Management firm is seeking a skilled Paraplanner to join their team on a permanent basis. With a focus on delivering exceptional client service and support, this role offers the opportunity to develop your skills in financial planning and wealth management.

Company OverviewRecruit Wealth is delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK. This business is private equity backed for further expansion and acquisition.The company provides a truly holistic service across financial planning, wealth management, investment management, and professional...

About the RoleWe offer a competitive salary of £11.50 per hour, reflecting the importance of this position. As a Relief Support Worker, you will play a vital role in providing direct care and support to individuals with learning disabilities, autism, mental health conditions, and complex needs. Your responsibilities will include:Providing personal care and...

Job Overview:We are a leading Wealth Management firm, seeking a skilled Paraplanning Specialist to join our team at Merje. As a key member of our team, you will be responsible for servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers.The ideal candidate will have at least 2 years'...

Job OverviewMerje, a leading Wealth Management firm, seeks a skilled Financial Services Specialist to join their team on a permanent basis. The successful candidate will be responsible for servicing existing business, platform-based work, and conducting basic research to produce comprehensive information.This role involves working closely with the advising...

About the OpportunityWe are currently recruiting for a Manufacturing Specialist to join WJF Technical Support. You will manufacture components for various test rigs for internal and external clients.You will be responsible for promoting the manufacturing processes and ensuring they are followed, as well as leading by example in areas of quality and health &...

Company Overview:We are a highly regarded National Firm of Independent Financial Planners based in the UK. 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 is available to join their Client Services Team, working from a prestigious...

Job Title: Facilities Operations SpecialistGRAHAM ASSET MANAGEMENT LIMITED is a leading provider in facilities management. Our commitment to being an employer of choice drives our success and enhances our business performance.Salary:$60,000 - $80,000 per annumJob Description:We are seeking a highly skilled facilities operations specialist to join our team....