Investment Support Manager
1 week ago
Bond Recruitment, a leading recruitment agency in the UK, is seeking an experienced Compliance and Advisory Professional to join their team on behalf of a prominent IFA practice in Cheshire.
In this critical role, you will be responsible for ensuring that all client interactions and activities are conducted in accordance with relevant regulations and firm policies.
- Evaluate client files to identify potential compliance issues and provide proactive solutions to mitigate any risks.
- Develop and maintain comprehensive knowledge of regulatory requirements, including the Financial Services and Markets Act 2000 and relevant FCA rules.
- Collaborate with colleagues to develop and implement effective risk management strategies.
- An understanding of the Financial Planning process and ability to work within agreed business processes.
- Broad knowledge and enthusiasm for the financial services industry, with a high level of technical knowledge about financial products and services.
- Excellent communication and interpersonal skills, with the ability to work collaboratively with colleagues and clients.
This challenging opportunity offers a competitive salary package of £38,000 - £48,000 per annum, depending on experience, plus excellent benefits and opportunities for career growth.
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Investment Management Support Specialist
1 week ago
Wilmslow, Cheshire East, United Kingdom NJR Recruitment Careers Full timeCompany Overview:NJR Recruitment Careers is a well-established recruitment agency with a proven track record of delivering exceptional results. We specialize in Investment Management roles and have built strong relationships with our clients across the industry.Job Summary:We are seeking an experienced Investment Management Support Specialist to join our...
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Investment Account Support Professional
13 hours ago
Wilmslow, Cheshire East, United Kingdom NJR Recruitment Full timeJob Overview:NJR Recruitment is currently working exclusively with a groundbreaking Investment Manager who has created a new and exciting opportunity for an Administrator to join their successful Account Management Team in Wilmslow. As an Account Management Support Executive, you will be responsible for providing a first-class support function to a...
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Investment Management Professional
5 days ago
Wilmslow, Cheshire East, United Kingdom NJR Recruitment Careers Full timeNJR Recruitment CareersWe are currently working with a groundbreaking Investment Manager who has a newly created and exciting opportunity for an Administrator to form part of the successful Account Management Team. This role will suit someone who is keen to provide first-class support in a fast-paced environment.The successful Candidate will be responsible...
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Commercial Real Estate Investment Manager
1 month ago
Wilmslow, Cheshire East, United Kingdom SGR Resource Full timeAt SGR Resource, we are seeking a seasoned Property Asset Manager to join our team. As a key member of our property investment division, you will play a pivotal role in maximizing the value and performance of our real estate investments.About UsOur client is a reputable leader in the ownership of commercial, residential, and industrial buildings. With a...
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Commercial Property Investment Officer
3 weeks ago
Wilmslow, Cheshire East, United Kingdom SGR Resource Careers Full timeOur client, SGR Resource Careers, is a reputable company in the commercial, residential and industrial building sector. With a significant presence in Manchester and other major cities, their portfolio includes properties in London, Mumbai, Dubai and NYC.We are looking for a highly skilled Commercial Property Investment Officer to join our team. The ideal...
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Wilmslow, Cheshire East, United Kingdom Bond Rec Full timeKey Responsibilities: As a Paraplanner at Bond Rec, you will play a vital role in supporting our Financial Planners and other staff in delivering exceptional client experiences. Your primary objective will be to ensure seamless communication and collaboration with clients, adhering to all relevant compliance guidelines and regulations. Core Responsibilities:...
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Account Management Team Member
1 week ago
Wilmslow, Cheshire East, United Kingdom NJR Recruitment Careers Full timeJob Specification:Job Title: Investment Management Support SpecialistReports to: Account Manager & Business Development DirectorsLocation: WilmslowSalary: £25,000 - £35,000 per annumResponsibilities:Supporting a portfolio of around 150/200 ClientsMaintaining accurate computer recordsRequirements:Strong interest and passion for InvestmentsExcellent...
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Administrative Support Specialist
1 week ago
Wilmslow, Cheshire East, United Kingdom NJR Recruitment Full timeAccount Manager RoleWe are seeking an experienced Administrator to provide administrative support to our Account Management Team. This role involves maintaining accurate records, preparing reports, and liaising with clients and stakeholders.The ideal candidate will have strong organizational skills and the ability to work effectively as part of a team. They...
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Financial Planner Support Specialist
4 days ago
Wilmslow, Cheshire East, United Kingdom Bond Rec Full timeJob OverviewWe are seeking an experienced Paraplanner to join our team in Alderley Edge, Cheshire. The successful candidate will support Financial Planners and other staff in informing and advising clients on their financial strategies, plans, products, and investments.
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Financial Management Associate
1 week ago
Wilmslow, Cheshire East, United Kingdom NJR Recruitment Full timeAbout NJR RecruitmentWe are a reputable investment manager seeking an experienced Administrator to join our Account Management Team at Head Office. As a highly successful and growing organization, we offer exciting opportunities for professionals looking to develop their skills and expertise in the financial sector.This is a fantastic chance for a motivated...
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Financial Services Support Specialist
4 days ago
Wilmslow, Cheshire East, United Kingdom Bond Rec Full timeJob DescriptionBond Rec is looking for an Experienced Paraplanning Professional to support Financial Planners and staff in advising clients on financial strategies, plans, products, and investments.The ideal candidate will have excellent inter-personal skills, both written and verbal, as well as a high level of technical knowledge about financial products...
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IFAPractice Support Expert
5 days ago
Wilmslow, Cheshire East, United Kingdom Bond Rec Full timeKey Job DetailsJob Title: Paraplanning ProfessionalLocation: RegionJob Type: Full-timeSalary: £40,000 - £50,000 per annumAbout the RoleThis is a challenging yet rewarding role that requires a high level of technical knowledge about financial products and services. You will be responsible for supporting Financial Planners and other staff when informing and...
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Business Development Associate
1 week ago
Wilmslow, Cheshire East, United Kingdom NJR Recruitment Careers Full timeJob Description:NJR Recruitment Careers has an exciting opportunity for an Investment Management Support Specialist to join our team as an Account Management Support Executive based in Wilmslow. The successful candidate will be responsible for supporting a team of Account Manager & Business Development Directors and maintaining accurate computer records.Key...
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IFA Support Advisor
4 days ago
Wilmslow, Cheshire East, United Kingdom Bond Rec Full timeJob DetailsWe are seeking an experienced IFA Support Advisor to join our team at Bond Recruitment, a leading recruitment agency in the financial services industry. As a Paraplanning Professional, you will play a crucial role in supporting our Financial Planners and other staff in advising clients on their financial strategies, plans, products, and...
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Administrative Support Manager
4 days ago
Wilmslow, Cheshire East, United Kingdom JAM Recruitment Full timeAbout the Position:">JAM Recruitment is looking for a motivated and detail-oriented Business Support Officer to join their team. As a Business Support Officer, you will work closely with the senior team at SUMO Developments to support the daily operations of the business.">Your primary responsibilities will include coordinating tasks, providing...
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Senior Support Specialist
1 month ago
Wilmslow, Cheshire East, United Kingdom Medlock Partners Ltd Full timeParaplanner OpportunityMedlock Partners Ltd is a highly regarded Firm of Independent Financial Planners, offering a unique opportunity for an experienced Paraplanner to join their team. As a key member of our team, you will play a vital role in presenting bespoke suitability reports to our clients.Responsibilities and RequirementsYour main responsibilities...
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Account Management Coordinator
6 days ago
Wilmslow, Cheshire East, United Kingdom NJR Recruitment Full timeCompany Overview:NJR Recruitment is a leading recruitment agency dedicated to providing exceptional talent solutions to the financial services industry.Job Summary:We are seeking a highly motivated and organized Junior Account Manager to join our team. As a key member of our Account Management Team, you will play a crucial role in supporting the onboarding...
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Real Estate Portfolio Manager
3 weeks ago
Wilmslow, Cheshire East, United Kingdom SGR Resource Careers Full timeSGR Resource Careers is a leading player in the commercial, residential and industrial building ownership. With a strong presence in Manchester and beyond, our client's assets span major cities worldwide, including London, Mumbai, Dubai and NYC.We are seeking an experienced Real Estate Portfolio Manager to enhance the value and performance of our real estate...
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Wealth Management Support Professional
1 month ago
Wilmslow, Cheshire East, United Kingdom NJR Recruitment Full timeWealth Management Support ProfessionalAn exciting opportunity exists to join our Client, an established firm of Chartered Wealth Planners, as they continue to experience growth. Working from modern offices, a skilled Administrator is required to provide support to a team of Technical Paraplanners and Financial Consultants. About the RoleSupport a team of...
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Business Support Manager
1 week ago
Wilmslow, Cheshire East, United Kingdom Greene King Full timeJob DescriptionThis is an exciting opportunity to join our management team as an Assistant Manager. As a key member of the team, you'll be responsible for ensuring the smooth running of the pub, from customer service to staff management.About the Role• Lead by example, setting high standards for customer service and staff performance• Develop and...