Pensions and Investments Specialist

Job Title: Financial Planning AdministratorAbout the Role: We are seeking a highly skilled Financial Planning Administrator to join our team in Manchester City Centre. The successful candidate will be responsible for processing new business applications, researching new investments, and providing administrative support to our team of financial planners.Key...

Key ResponsibilitiesAs a Pension and Investment Advisor, you will be responsible for:Engaging in daily communication with clients to understand their financial goals and objectivesQualifying new client inquiries and maintaining meticulous records of client interactionsEducating clients on pensions and investment options, assisting them in making informed...

Pension Consulting OpportunityThis role presents an exciting chance to join a forward-thinking pension firm and contribute to the growth of its DC proposition. As a pension consultant, you will be responsible for advising clients and shaping practical solutions to address their needs.Your key responsibilities will include:Engaging with clients and providers...

About the OpportunityMERJE is seeking a talented Pensions and Investments Expert to join our Wealth Management team on a permanent basis. As a key member of our team, you will be responsible for providing exceptional support to our advisers in completing non-client facing tasks.Job DescriptionLiaise with financial planners to ensure timely updates and...

**Senior Pensions Administrator SIPP/SSAS** **Manchester** **Full Time** **Permanent** **Consultant Grade** We are looking for a Senior Pensions Administrator or Pensions Consultant with significant experience in SIPP and SSAS to join our vibrant and growing team in our Salford Office. XPS is an award-winning Pensions Consultancy with over 1600 staff...

**Job Summary**Merje is seeking an experienced Pension Administration Specialist to join their team. This role involves reviewing client investment portfolios, asset allocations, risk profiles, and preparing suitability reports.The ideal candidate will have a comprehensive knowledge of pensions, investments, and protection, as well as excellent technical...

About the OpportunityA leading Wealth Management firm is seeking a seasoned Paraplanner to join their team on a permanent basis. The successful candidate will be responsible for supporting Financial Planners in providing exceptional client service.The estimated salary for this role is £50,000 - £70,000 per annum, depending on experience.This is an...

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...

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...

**TECHNICAL SPECIALIST - PENSIONS & WEALTH MANAGEMENT** **LOCATION: REMOTE** **SALARY: 30,000 - 40,000 BENEFITS** Benefist on Offer: - Share Incentive Plan - Group Pension - Life Assurance - Income Protection - Health Cash Plan **One of the following Product Range is Required**: Pensions - SIPP, SSAS, DB or DC, Employee Benefits, Investments, Trusts &...

Job Summary    We are seeking a highly motivated Senior Property Investment Sales Specialist to join our team at Optimise Talent Ltd. This is an exciting opportunity to work with a market-leading investment property business based in Manchester.    As a Senior Property Investment Sales Specialist, you will be responsible for approaching property...

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...

Job Description OverviewThis is an exciting opportunity to join a successful firm of Independent Financial Advisers as a Paraplanner in Pensions Management.Main Responsibilities:Provide advice on a wide range of areas including investment management, retirement planning, and pensions.Essential Skills:Strong understanding of financial markets and...

Are you looking for a challenging and rewarding role in investment platform support?As an Investment Platform Support Specialist at AJ Bell, you will play a crucial role in supporting our customers by phone, email, and secure message. You will place and execute deals over the phone while ensuring the highest level of customer service is provided at all...

Job Title: Investment Operations Specialist This key role involves working within our Operations Department as an Investment Operations Specialist. The main responsibilities will include maintaining system integrity, verifying trade data, and providing exceptional customer service through accurate and timely responses to queries.Key Responsibilities:Matching...

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...

Job Summary:We are seeking an experienced Investment Platform Specialist to join our team at AJ Bell Management Limited. As a key member of our Advised Business Analysis Team, you will play a pivotal role in shaping the future of our app-based investment platform.As an Investment Platform Specialist, you will work closely with our Product Owners and...

Hilltop Financial Planning is a modern and forward-thinking telephony based financial advisory service specialising in pension and investment advice. We believe in putting clients at the centre of everything we do, and our modern, open and honest approach has enabled us to build strong foundations for growth. **The Role** The purpose of the role is to...

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...