Wealth Management Specialist

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...

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...

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...

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...

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...

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...

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...

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...

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...

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,...

Job DescriptionNJR Recruitment is representing a highly regarded 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.An exciting opportunity has arisen to join their Client Services...

Retirement Planning SpecialistWe are seeking a dedicated and experienced financial advisor to join our partner firm and help clients achieve their retirement goals.About the RoleThis is an exciting opportunity for a skilled professional to work with clients, assess their financial situations, and develop personalized plans to secure their financial...

NJR Recruitment Ltd is representing a National Firm of Independent Financial Planners based in Macclesfield. We are looking for a skilled Financial Planning and Administration Specialist to join their Client Services Team as an IFA Administrator.The ideal candidate will have experience working within an IFA/Wealth Management Practice and possess strong...

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...

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...

Job OverviewOliver James Associates Ltd. is seeking an experienced DB Pensions Administration Specialist to join our team.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...

Job OverviewWe are 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 is now available to...

Role Overview:We are seeking an experienced Financial Planning Administrator to join our client's team in Macclesfield. This exciting opportunity offers a competitive salary of £25,000 - £28,000, plus benefits such as contributory pension scheme and private healthcare. As a key member of the Client Services Team, the successful candidate will be...

We are currently looking for an experienced Industrial Disease lawyer to join our team at Hays Specialist Recruitment Limited. This office-based role offers a dynamic and challenging environment with opportunities for growth and development.The successful candidate will be responsible for managing a wide range of industrial disease claims, including...

About UsSignture Career Management Ltd is a respected name in the recruitment industry, known for our commitment to excellence and our passion for delivering outstanding results. We pride ourselves on our unique approach to recruitment, which focuses on building long-term relationships with clients and candidates and providing personalized service that...