Pension and Investment Support Specialist

2 days ago


Manchester, United Kingdom Eventus Recruitment Group Full time
Job Title: Financial Planning Administrator

About 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 Responsibilities:
• Process new business applications, fund switches, surrenders, income, and investment withdrawals
• Research new investments and top-ups using systems like Adviser Asset & FE Analytics
• Provide administrative support to our team of financial planners
• Maintain accurate records and reports

Requirements:
• At least 2 years' experience in an IFA practice
• Strong academic background, including GCSE grade C in Maths and English, or equivalent
• Confident IT skills, including MS Office
• Excellent understanding of pensions, investments, and protection products
• Excellent communication and organisational skills

Benefits:
• Salary: £28,000 - £30,000 per annum, depending on experience
• Options for studying for recognised financial services qualifications
• 8% employer pension contributions
• 24 days' holiday, plus bank holidays, and Christmas off

  • Manchester, United Kingdom Merje Full time

    Merje, a leading Wealth Management firm, is seeking an experienced Pensions Investment Specialist to join their team on a permanent basis. This role involves reviewing client investment portfolios, asset allocations, and risk profiles to ensure they meet the client's needs. The ideal candidate will have excellent technical knowledge of pensions, investments,...


  • Manchester, United Kingdom Alexander Lloyd Full time

    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...


  • Manchester, United Kingdom AJ Bell Management Limited Full time

    Investment Platform Support SpecialistWe are looking for a highly skilled Investment Platform Support Specialist to join our team. The successful candidate will provide exceptional customer service, manage trade operations, and ensure accurate pricing of securities.Key Responsibilities:Trade Operations: Checking and matching of executed trades (Equities,...


  • Manchester, United Kingdom MERJE Full time

    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...


  • Greater Manchester, United Kingdom NJR Recruitment Full time

    About NJR RecruitmentWe are a leading provider of support services to directly authorised Financial Advisers in the UK.Job OpportunityWe are seeking an experienced Pension and Investment Consultant to join our highly focused team.Key Responsibilities:Review files and provide expert advice on pensions and investments to Partner firms.Support Partner firms in...


  • Manchester, United Kingdom Best Apprenticeships Full time

    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...


  • Manchester, United Kingdom AJ Bell Management Limited Full time

    We are seeking a highly skilled Investment Support Specialist to join our team at AJ Bell Management Limited. In this role, you will be responsible for providing exceptional customer service and support to our clients.The estimated salary for this position is £24,000 - £28,000 per annum, depending on experience.Job Description:You will be the first point...


  • Manchester, United Kingdom Time Specialist Support Full time

    Time Specialist Support is looking for competent, passionate staff in the Manchester to work with autistic children and young people. The job entails supporting young people accessing social activities in the community and support is needed mainly for after school and weekends. **Job Type**: Part-time **Salary**: £11.00-£14.00 per hour Expected hours: 3...


  • Manchester, United Kingdom AJ Bell Management Limited Full time

    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...


  • Manchester, United Kingdom Hoffmann Reed Full time

    Senior Partner - Pension and Investment We are seeking a highly experienced Senior Partner to lead and expand our Actuarial, Investment and Pension Risk Management practice.This pivotal role requires a strategic leader with a deep understanding of the pensions industry, capable of driving growth through client acquisition, relationship management, and...


  • Manchester, United Kingdom AJ Bell Management Limited Full time

    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...


  • Manchester, United Kingdom JCW Full time

    Job Title: Investment Planning SpecialistAbout Us: JCW is an international financial services company operating in a fast-paced environment. We are seeking an experienced Investment Planning Specialist to join our team in London, UK. The role offers opportunities for professional growth and client interaction.Salary: £60,000 - £80,000 per annum, depending...


  • Manchester, United Kingdom AJ Bell Management Limited Full time

    AJ Bell Management Limited is seeking a Financial Portfolio Analyst to join our AJ Bell Investments Team. The purpose of the role is to support the Fund Manager in the design, manufacture, monitoring and maintenance of AJ Bell partnership managed portfolios.The key responsibilities of the role include:Supporting the fund manager in the maintenance of AJ Bell...


  • Manchester, United Kingdom AJ Bell Management Limited Full time

    We are looking for an exceptional Head of Investment Solutions Specialist to oversee the design, manufacture, monitoring, and maintenance of 'standard' portfolios within our investments team. These portfolios cover all standard MPS solutions (Active, Passive, Pactive & Responsible) across all platforms, as well as those managed via the AJ Bell ICVC.This role...


  • Manchester, New Hampshire, United Kingdom Alexander Lloyd Full time

    Enhance your career in pension consulting with a leading firm that prioritizes growth and innovation.We are seeking a skilled DC Pension Consultant to join our team. In this role, you will play a pivotal part in advising clients on their Defined Contribution (DC) pension propositions.You will engage with providers, current clients, and new prospects to...


  • Manchester, United Kingdom NJR Recruitment Full time

    NJR Recruitment is proud to partner with a well-established, independent financial services firm in Manchester to find a highly skilled Chartered Financial Advisor with expertise in pensions specialist roles.The successful candidate will provide expert advice on investment management, retirement planning, and inheritance tax planning.This is an excellent...

  • Pension Specialist

    5 hours ago


    Manchester, United Kingdom NJR Recruitment Full time

    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...


  • Manchester, United Kingdom Insight Investment Full time

    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...


  • Manchester, United Kingdom Insight Investment Full time

    Job SummaryAt Insight Investment, we rely on our Technology team to provide innovative solutions that enable our Investment teams to deliver high-quality services to our clients. This role will play a key part in ensuring the technology services we provide meet the needs of our business.Key ResponsibilitiesCollaborate with Investment teams to understand...


  • Manchester, United Kingdom AJ Bell Management Limited Full time

    **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...