Support Advisor in Wealth Management

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...

About the role:This is an exciting opportunity to join a leading firm of Independent Financial Planners based in Macclesfield. Our Client holds an excellent reputation in the industry and provides independent wealth management advice to both private clients and business owners.Responsibilities:Support our financial planning advisors in managing client...

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...

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...

Job Description:NJR Recruitment is representing a highly regarded and National Firm of Independent Financial Planners based in the Macclesfield area. Our client holds an excellent reputation in the industry and provides Independent Wealth Management advice to both private clients and business owners. Due to internal progression, an exciting opportunity has...

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...

Job Title: Financial Planning AdministratorLocation: MacclesfieldEstimated Salary: 26,500 - 29,500About Our ClientOur client is a well-established and respected firm of Independent Financial Planners, with a strong presence in the Macclesfield area.With a focus on delivering exceptional client service, they provide expert advice on wealth management,...

We are excited to partner with a leading independent financial advice firm that is actively looking to grow their Advice team.If you are a highly motivated individual with a strong passion for financial planning and client service, we would love to hear from you.As a Wealth Management Professional, you will be responsible for providing financial advice to...

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...

Award-winning independent financial advisory firm Enable Recruitment seeks an exceptional Wealth Management Professional to join its growing advice team.Job SummaryThis exciting opportunity requires a detail-orientated professional with a passion for financial planning and client service to provide expert advice to existing clients.Delivering comprehensive...

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...

Are you a motivated and experienced financial advisor looking for a new challenge?We have partnered with a reputable financial advisory firm that is seeking to grow its advice team, and we are excited to offer this opportunity to the right candidate.As a key member of the team, you will be responsible for providing comprehensive financial advice to clients,...

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...

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.

Job Summary:We are seeking a highly skilled Financial Planning Administrator to join our team at NJR Recruitment. As a key member of our firm, you will be responsible for providing exceptional support to our Independent Wealth Management advisors.About the Role:This is an exciting opportunity to work with a highly regarded and National Firm of Independent...

Job DescriptionProvide administrative support to Advisors, including monitoring diaries, opportunities, queries, and requests.Process all sales-related paperwork from submission to completion and ongoing administration for investments, pensions, and protection departments.Maintain up-to-date awareness of company policies, practices, and procedures.Gather and...

beBee Professionals is seeking an Account Management Advisor to provide exceptional customer service and support in Macclesfield, United Kingdom.Key Responsibilities:Handle customer inquiries via phone, email, and chat.Provide accurate product and service information.Resolve customer complaints and escalate when necessary.Process customer orders and manage...

Key Responsibilities:As a Legal Advisor - Cheshire Office, you will be responsible for providing expert legal advice on commercial contracts and law to purchasing teams and support functions. You will also develop and implement efficient processes and procedures for contract management, and provide excellent communication and interpersonal skills to internal...

Are you a talented lawyer looking for a new challenge? We have an exciting opportunity for a Corporate Legal Advisor to join our team at Elior UK. This role comes with a competitive salary of £50,000 - £65,000 per annum.About UsElior UK is a leading contract caterer with a diverse range of sectors and over 10,000 colleagues. We prioritize an inclusive...