Wealth Management Assistant

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...

About the RoleNJR Recruitment is pleased to represent a highly regarded Wealth Management organisation based in the Macclesfield area.This exciting opportunity has arisen due to internal progression, offering a chance to join the client services team as an IFA Administrator.You will work closely with IFAs and clients, providing administrative support and...

About Our ClientNJR Recruitment is pleased to be representing a highly regarded Wealth Management organisation based in the Macclesfield area.Our client holds an excellent reputation within the industry, providing independent wealth management advice to both private clients and business owners.Opportunity OverviewAn exciting opportunity has arisen due to...

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...

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...

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...

Are you passionate about supporting older adults to live their later life well? Do you have a warm, friendly approach and a desire to make a positive difference in the lives of others?About McCarthy StoneWe are a leading developer and manager of retirement communities in the UK. Our stunning estate, John Percyvale Court, is located in the desirable market...

Wealth Management OpportunityAn exciting opportunity has arisen for an experienced IFA Administrator to join a reputable Wealth Management organisation based in Macclesfield.As a key member of the client services team, you will provide administrative support to Independent Financial Advisors (IFAs) and deliver exceptional service to clients.With a strong...

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 seeking an experienced Client Liaison Administrator to join our Kingswood Group team, supporting our Advisors and driving sales-related administration in a dynamic Wealth Management environment.About the RoleThe ideal candidate will have experience working within a Wealth Management/Planning environment and be passionate about delivering exceptional...

Your Career at Kingswood GroupWe are a leading global provider of trusted wealth planning and investment management solutions. Our company culture celebrates, recognises, and appreciates our differences, irrespective of background, race, religion, age, gender, sexual orientation, or disability.We are seeking an experienced Asset Planning Officer to join our...

Job Overview: Oliver James Associates is a leading insurer seeking an experienced BPA Operations Manager to join their team in the North West.The successful candidate will be responsible for overseeing and supporting activities associated with the implementation and ongoing administration of Bulk Purchase Annuity (BPA) business. This includes managing...

Oliver James Associates is a leading insurer seeking an experienced BPA Operations Manager to join their team in the North West.The successful candidate will oversee and support activities associated with the implementation and ongoing administration of Bulk Purchase Annuity (BPA) business. This includes managing one-off and ongoing management activities...

Are you passionate about delivering exceptional client service in a dynamic Wealth Management environment?About the RoleWe are seeking an experienced Client Liaison Administrator to join our Kingswood Group team, supporting Advisors and driving sales-related administration.Key Responsibilities:Providing administrative support to Advisors, including diary...

School Support Assistant OpportunityWe are recruiting a motivated and enthusiastic Early Years Teaching Assistant to support our team at a Macclesfield Primary School.In this critical period of a child's education, we need someone passionate about supporting young minds in academic settings. As an Early Years Teaching Assistant, your primary focus will be on...

Financial Planning SpecialistWe are representing a reputable National Firm of Independent Financial Planners based in the UK. Our Client is an established provider of Independent Wealth Management advice to both private clients and business owners.An exciting opportunity has arisen to join their Client Services Team as an IFA Administrator, due to internal...

Job DescriptionWe are seeking an experienced Business Operations Manager to join our team at Oliver James Associates Ltd.This is a fantastic opportunity for a seasoned professional to lead the implementation and administration of Bulk Purchase Annuity business, overseeing a range of one-off and ongoing management activities.The ideal candidate will have a...

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.