Wealth Management Professional

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...

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...

Job DescriptionWe are looking for a skilled Financial Planning Paraplanner to join our team at Merje, a leading Wealth Management firm. As a Paraplanner, you will be responsible for servicing existing business and platform-based work, as well as illustrating key data and engaging in regular contact with clients and wrap/platform providers.Requirements and...

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...

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...

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...

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 Title: Maintenance Management ProfessionalGRAHAM ASSET MANAGEMENT LIMITED is seeking a highly skilled maintenance management professional to join our team. As the main interface between clients and our maintenance team, you will use in-house software to facilitate communication.Salary:$60,000 - $80,000 per annumJob Description:The successful candidate...

Salary and BenefitsThe successful candidate can expect a salary of approximately £45,000 per annum, with opportunities for career progression and professional development. The company also offers a range of benefits, including flexible working hours and a comprehensive pension scheme.

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...

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...

The successful candidate will hold the title of Maintenance and Repair Professional, responsible for maintaining and repairing all electrical equipment and plant within the Warrington Plant premises.This is a shift position, with an estimated salary range of £40,000 - £55,000 per annum, depending on experience.Learning and Development:Our lifelong learning...

Career OpportunityChurchill Estates Management is seeking a compassionate Relief Lodge Manager to join our team and support the growth of our retirement developments in the region.You will work closely with permanent Lodge Managers to provide a first-class service to Owners, managing both the maintenance of the property and administration tasks.Key...

About the Role: Merje's client is looking for an experienced Paraplanner to join their team. The ideal candidate will have a strong understanding of the financial planning process and excellent communication skills.Responsibilities:Providing high-quality support to the financial planning team.Assisting with the preparation of suitability reports and other...

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.

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...

Job Summary: GRAHAM ASSET MANAGEMENT LIMITED is seeking a skilled Contract Management Assistant to support our Quantity Surveyors. As a key member of our contract management team, you will contribute to the effective delivery of prestigious contracts.About the Role:Reporting to: Senior QSLocation: Warrington, ManchesterContract Type: Full Time,...

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...

Austin Fraser is a reputable financial planning firm seeking a seasoned Compliance Risk Manager to join our team.Job Overview:We are looking for a highly experienced Compliance Risk Manager to assist the Head of Compliance in managing and mitigating compliance risks across the organisation. This includes conducting regular audits, identifying areas of...

At Churchill Estates Management Ltd, we are seeking a highly skilled Executive Lodge Manager to join our team. This is a fantastic opportunity for an individual who is passionate about delivering exceptional customer service and providing support to our retirement developments in North Wales, Liverpool, and Manchester.The successful candidate will be...