Pensions and Investments Expert

Pension Expert Leader Position OverviewBruin Investment Management seeks a seasoned Pension Expert Leader to join our team in Manchester. This is an excellent opportunity to utilize your pension expertise and drive business growth while delivering exceptional client experiences.Key Responsibilities:Develop and maintain relationships with clients to...

Key ResponsibilitiesAs a Pension and Investment Advisor, you will be responsible for:Engaging in daily communication with clients to understand their financial goals and objectivesQualifying new client inquiries and maintaining meticulous records of client interactionsEducating clients on pensions and investment options, assisting them in making informed...

We are seeking a highly skilled Investment Platform Expert to join our team at AJ Bell Management Limited. The successful candidate will be responsible for driving the development of our award-winning investment platform, with a focus on delivering innovative solutions that cater to the needs of both professional financial advisers and DIY investors.About...

Job DescriptionReview client investment portfolios, asset allocations, and risk profiles.Prepare suitability reports and complete applications/proposal forms.Support Financial Planners with ad hoc queries and tasks.The ideal candidate will have excellent technical knowledge of pensions, investments, and protection, as well as the ability to produce...

About the OpportunityA leading Wealth Management firm is seeking a seasoned Paraplanner to join their team on a permanent basis. The successful candidate will be responsible for supporting Financial Planners in providing exceptional client service.The estimated salary for this role is £50,000 - £70,000 per annum, depending on experience.This is an...

Sustainable Investing Expert: We are seeking a highly skilled and experienced Sustainable Investing Expert to join our team. As a Sustainable Investing Expert, you will be responsible for developing and implementing sustainable investing strategies that align with our company values.Your Key Responsibilities:Conduct research and analysis to identify...

Job Title: Financial Planning AdministratorAbout the Role: We are seeking a highly skilled Financial Planning Administrator to join our team in Manchester City Centre. The successful candidate will be responsible for processing new business applications, researching new investments, and providing administrative support to our team of financial planners.Key...

Are you a seasoned pensions law professional looking for a new challenge? Look no further than QC Legal, the powerhouse in the legal industry known for delivering cutting-edge solutions and shaping the future of pensions law. With a collaborative team environment and a client base that spans major PLCs, public and private sectors, we handle some of the most...

**Senior Pensions Administrator SIPP/SSAS** **Manchester** **Full Time** **Permanent** **Consultant Grade** We are looking for a Senior Pensions Administrator or Pensions Consultant with significant experience in SIPP and SSAS to join our vibrant and growing team in our Salford Office. XPS is an award-winning Pensions Consultancy with over 1600 staff...

About Capita Pension SolutionsCAPITA Pension Solutions (CPS) creates and implements resilient and responsible pension strategies to help organisations and their people look forward to a more secure financial future. From pensions administration and consultancy to the latest technology and engagement techniques, CPS helps ensure sustainable investments that...

About the RoleWe are seeking a skilled Pensions Administrator - SIPP Expert to join our team. As a key member of our pensions administration department, you will be responsible for processing SIPP-related tasks, including transfer out requests and new business applications.Key ResponsibilitiesProcess SIPP transfer out requests and ensure timely...

Company Overview:Capita Pension Solutions (CPS) creates and implements resilient pension strategies to help organisations and their employees look forward to a more secure financial future.CPS offers pensions administration, consultancy, technology, and engagement techniques to ensure sustainable investments supporting business success.About the Role:We are...

Pensions ExpertWe are seeking an experienced Pensions Expert to join our team at Uniting People. As a key member of our team, you will be responsible for delivering exceptional customer service and support to our clients.Key Responsibilities:Provide expert advice on pensions and retirement planningDevelop and maintain relationships with clients to ensure...

About the RoleThis Paraplanning position requires a highly skilled individual with expertise in pensions, investments, and protection. You will be working closely with Financial Planners/Directors to review client portfolios and provide recommendations.Ensure compliance with our processes and procedures at all times in all areas, including complaints,...

About the RoleWe are looking for an experienced Accounting and Investment Officer to join our team at Co-op, working on our pension schemes portfolio.The ideal candidate will have a background in finance, strong analytical skills, and excellent communication abilities. They will work closely with our pension teams, ensuring accurate financial reporting and...

Pensions Solicitor Manchester 2-3 Years’ PQE £72 000 - £75 000. If you are a Pensions lawyer with 2-3 years’ PQE, then we have a great opportunity for you. Look no further, but do read on! At QC Legal, we are working with a leading international firm in their search for a Pensions solicitor to join their growing Manchester office as part of a...

Senior Product Analyst (Commercial): This role requires a highly motivated and organized individual to provide support to the Investment Compliance and Operations area. Key responsibilities include monitoring the competitive landscape, maintaining a database of competitor product propositions, and supporting projects to implement business initiatives.The...

Hilltop Financial Planning is a modern and forward-thinking telephony based financial advisory service specialising in pension and investment advice. We believe in putting clients at the centre of everything we do, and our modern, open and honest approach has enabled us to build strong foundations for growth. **The Role** The purpose of the role is to...

About Bruin Investment ManagementWe are a leading investment management firm in Manchester, committed to delivering exceptional customer service and driving business growth through our team of experienced pension experts.Our Commitment to ExcellenceWe maintain in-depth technical knowledge of SIPP to ensure seamless issue resolution and client satisfaction.We...

Manchester Pensions Law Team Opportunity\A highly ranked team in Manchester has a newly created role for an experienced pensions lawyer due to growth. This firm offers a well-structured team, exceptional breadth of work, and huge potential to take on quality work from day one.\The pensions team is looking for an experienced pensions lawyer at or above 6...