Current jobs related to Wealth Management, Secretary/Administrator - Manchester, Greater Manchester - WH Ireland

  • Legal Secretary

    1 month ago

    Manchester, UK, Greater Manchester, United Kingdom DiverseJobsMatter Full time

    Job DescriptionOwen Reed is looking to recruit a resourceful Legal Secretary to join our Real Estate team in Bristol or Manchester.Your RoleAs a Legal Secretary your day to day activity includes:Support the team by carrying out all secretarial tasks and help, when necessary, with all administrative tasks.Assisting the fee earners with financial management...

  • Legal Secretary, Manchester

    2 weeks ago

    Manchester, Greater Manchester, M1, Manchester, United Kingdom Jameson Legal. Full time

    An established UK law firm is looking to hire a legal secretary to support multi department teams in Manchester.Working alongside other legal secretaries as part of their close-knit, collaborative team, you will be assisting a specialised group of experienced lawyers and partners with a fantastic reputation in the market.The successful candidate will enjoy a...

  • Financial Planning Administrator

    4 days ago

    Manchester, UK, Greater Manchester, United Kingdom mbf Part time

    Financial Planning AdministratorLocation: Manchester City CentreSalary: Up to £32,000 + Company Benefits + Annual BonusAre you an experienced Financial Planning Administrator looking to take the next step in your career? Join one of the UK's largest and most prestigious Wealth & Investment Management organisations in their stunning Manchester city...

  • Paraplanner

    1 month ago

    Manchester, UK, Greater Manchester, United Kingdom Stratton Wealth Management Full time

    Job Title: ParaplannerSalary: CompetitiveLocation: ManchesterStandard Hours: 35 hours per weekResponsible to: Director of Financial PlanningMain duties and responsibilities:· Carry out research and analysis· Write suitability reports and letters· Carry out annual review analysis and reporting· Client and adviser contact· ...

  • Junior IFA Administrator

    2 months ago

    Manchester,, Greater Manchester, United Kingdom Heat Recruitment Full time

    A well-respected Wealth Management firm that seeks to build long-term, trusting relationships with its clients. They have a great community feel throughout the company culture, with a very friendly and professional working environment in the centre of Manchester.This is a fantastic position for a graduate, school leaver or administrator looking to develop a...

  • Senior Assistant Company Secretary

    2 weeks ago

    Greater Manchester, Greater Manchester, Greater Manchester, United Kingdom QED Legal Full time

    Assistant Company Secretary Greater Manchester Full time, permanent We're working with a global multinational retailer, looking to expand their CoSec function. After internal growth, and movement in the business, now looking to add an experienced Assistant Company Secretary to their team. Joining a close knit team, you will have opportunity to project...

  • Administrative Assistant

    4 weeks ago

    Manchester, Manchester, United Kingdom beBee Professionals Full time £25,000 - £35,000

    Administrative Role at beBee ProfessionalsWe are seeking a highly organized and efficient Administrator to provide administrative support for our team in Manchester, United Kingdom. This role is essential for ensuring smooth day-to-day operations and effective communication within the company.Key Responsibilities:Communication and Correspondence: Handle...

  • Administrative Assistant

    4 weeks ago

    Manchester, Manchester, United Kingdom beBee Professionals Full time £25,000 - £35,000

    Administrative Role at beBee ProfessionalsWe are seeking a highly organized and efficient Administrator to provide administrative support for our team in Manchester, United Kingdom. This role is essential for ensuring smooth day-to-day operations and effective communication within the company.Key Responsibilities:Communication and Correspondence: Handle...

  • Fleet Administrator

    3 months ago

    Manchester,, Greater Manchester, United Kingdom dnata Catering UK Full time

    Overview of the Companydnata is one of the world’s largest air and travel services providers, offering ground handling, cargo, travel and catering & retail services at over 130 airports in more than 30 countries across six continents. At dnata, we are by your side for the entire travel experience. dnata Catering and Retail is one of the world’s leading...

  • Administrative Support Specialist

    2 weeks ago

    Manchester, Manchester, United Kingdom beBee Professionals Full time £25,000 - £35,000

    At beBee Professionals, we are seeking a highly organized and efficient Administrative Support Specialist to provide administrative support for our team in Manchester, United Kingdom. This role is essential for ensuring smooth day-to-day operations and effective communication within the company.Responsibilities:Handle incoming calls, emails, and...

  • Case File Checker

    1 week ago

    Manchester,, Greater Manchester, United Kingdom Bruin Full time

    Are you looking to start your career within Financial Services? My client, a Chartered Financial Planning practice are looking for administration support within the ‘Know Your Client’ area of the business due to a period of business growth.The main purpose of the role will be to provide administration support to the ‘Know Your Client’ area of the...

  • Administrative Support Specialist

    7 days ago

    Manchester, Manchester, United Kingdom beBee Professionals Full time £25,000 - £35,000

    We are seeking a highly organized and efficient Administrator to provide administrative support for our team in Manchester, UK. This role is essential for ensuring smooth day-to-day operations and effective communication within the company.Key Responsibilities:Handle incoming correspondence and maintain office supplies and equipment inventories.Prepare and...

  • Patent Administrator

    2 months ago

    Manchester, Greater Manchester, M1, Manchester, United Kingdom G2 Legal Limited Full time

    Are you an organised, detail-oriented professional with a passion for intellectual property? My client, a leading IP firm in Manchester, is seeking a Patent Administrator to join its dynamic team.About the Firm:With a reputation for excellence and innovation, my client is a respected intellectual property firm known for its commitment to protecting and...

  • Executive Administrative Assistant

    1 week ago

    Manchester,, Greater Manchester, United Kingdom Unity Marketing Agency Part time

    Company DescriptionUnity Marketing Agency is a full-range marketing agency based in the Manchester Area of the United Kingdom. We are pioneers in introducing products and services into new markets and are known for our innovative marketing strategies. Our upcoming Unity AI-powered marketing solution is set to revolutionize the industry, providing...

  • PR Manager

    1 month ago

    Manchester,, Greater Manchester, United Kingdom Better Placed Ltd - A Sunday Times Top 10 Employer in 2023! Full time

    Senior PR Account ManagerManchester Up to £40,000We are working with an innovative PR agency based in central Manchester, working on a diverse exciting portfolio of clients. They are looking driven Senior PR Account Manager join their dynamic team. The successful candidate will possess a wealth of experience in managing PR campaigns, a knack for...

  • Senior Pension Administrator

    5 months ago

    Manchester,, Greater Manchester, United Kingdom IDEX Consulting Ltd Full time

    Senior Pension AdministratorSalary -38K DOEManchesterHybrid 2days/week in officeIDEX Consulting is working exclusively with one of the UK's leading pension consulting firms in the search for a Senior Pension Administrator in their DB schemes team. The role has arisen due to continued growth and recent external investment.This firm has an excellent staff...

  • Senior Pension Administrator

    4 days ago

    Manchester,, Greater Manchester, United Kingdom IDEX Consulting Ltd Full time

    Senior Pension AdministratorSalary -55,000K DOEUK WideHybrid/RemoteIDEX Consulting is working exclusively with one of the UK's leading pension consulting firms in the search for a Senior Pension Administrator in their DB schemes team. The role has arisen due to continued growth and recent external investment.This firm has an excellent staff retention...

  • Senior Manager/Associate Director, Banking

    4 days ago

    Manchester, Greater Manchester, United Kingdom RBC Capital Markets Full time

    This is an exciting opportunity to join a leading wealth and asset manager with ambitious growth plans and help us to develop our banking and credit proposition.Based in Manchester, this role will be multi-faceted, supporting the UK Banking and Credit Product teams in the distribution of innovative banking solutions, and delivering training and market...

  • Legal Administration Assistant

    2 months ago

    Manchester, Greater Manchester, M1, Manchester, United Kingdom G2 Legal Limited Full time

    An excellent opportunity has arisen for an experienced Legal Administration Assistant to join a well-respected top tier law firm in Manchester City Centre. You will be working within a busy team providing administration support to the Manchester office.Previous administration experience from either a legal or professional services background is...

  • Sales Administrator

    3 weeks ago

    Manchester, UK, Greater Manchester, United Kingdom Get Recruited Full time

    SALES ADMINISTRATOR MANCHESTERUP TO £35,000 + GREAT BENEFITS + TRAINING AND DEVELOPMENT THE OPPORTUNITY: Get Recruited are working with a highly reputable business who are looking for a Sales Administrator to join their growing team. This is a fantastic opportunity to join a supportive business who offer fantastic career prospects and long-term...

Wealth Management, Secretary/Administrator

2 months ago

Manchester, Greater Manchester, United Kingdom WH Ireland Full time

This role will provide administration assistance to the Wealth Management division’s Investment Managers.

Salary: Up to £25,000

Location: Manchester, Hybrid working

Responsibilities

  • Transcribing digital dictation of file notes, client care (suitability) letters and general correspondence
  • General secretarial duties to including typing, mail merge, filing, photocopying, scanning, collating and dispatching reports and other documents as and when required in a timely manner
  • Diary and email management
  • Arranging client internal and external meetings
  • Production and maintenance of electronic documents in Word, PowerPoint, and Excel formats, including printing and binding as necessary
  • Prepare client letters
  • Print off client valuations, research notes and contract notes, ensuring they are cross referenced with client letters
  • Travel administration, including expense claims
  • Ad hoc projects, as required
  • Perform any other duties which may reasonably be required

Qualifications

  • Relevant industry qualifications; and/or
  • Minimum 2 years relevant Financial Services experience


About the company

WH Ireland is a financial services company offering Complete Wealth Management, Investment Management and Financial Planning. The Private Wealth arm provides discretionary and managed advisory services to individuals, corporates, trusts and funds. By offering a highly personal, bespoke service we are able to provide timely advice and create long term relationships based on trust. We firmly believe that by placing our client’s needs at the centre of everything we do, WH Ireland is well placed to provide timely, bespoke and helpful advice to a diverse range of clients.


Please apply on LinkedIn and reach out with any questions.