ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
NJR Recruitment
Knutsford
Senior Administrator - Wealth Management Location : Knutsford Salary: Up to £28,000 An Experienced Financial Services Administrator is required to work for our client, a small, established, and growing firm of Financial Advisers. Supporting a Financial Advisers and working alongside an Administrator the successful Candidate will join the Practice a
Job Source: NJR RecruitmentCameron James
St. Helens
Our client A small Fim of Financial Planner and part or a wider group. Due to on-going success require a Wealth Planning Administrator on a part-time basis for their office in St Helen's. . The Wealth Planning Administrator will be an integral asset within the team, responsible for client and team support activities providing administrative support
Job Source: Cameron JamesNJR Recruitment
Knutsford
Senior Administrator - Wealth Management Location : Knutsford Salary: Up to £28,000 An Experienced Financial Services Administrator is required to work for our client, a small, established, and growing firm of Financial Advisers. Supporting a Financial Advisers and working alongside an Administrator the successful Candidate will join the Practice
Job Source: NJR RecruitmentFinancial Divisions
Warrington
Financial Administrator - Wealth Management Firm - Warrington - Basic salary £28k - £35k - Full study support My client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protectio
Job Source: Financial DivisionsRed Rock Consultants Ltd
Heaton Moor
Red Rock Consultants are currently working with a privately owned family business formed in 1947; a national M&E provider with an outstanding reputation for delivering excellent levels of service. Who currently employ over 800 staff and have a turnover in excess of £160m. Due to new contract wins and massive growth my client is looking to recruit a
Job Source: Red Rock Consultants LtdMpeople Recruitment North West
Hyde
Due to company growth, Mpeople have a fantastic opportunity for a Senior Operations Administrator with experience in accounts and costing, to join the expanding team of our well-established client based in the Tameside area. This position will work on a full time, permanent basis and due to the nature of the role, successful candidates will undergo
Job Source: Mpeople Recruitment North WestFocus Resourcing
Manchester
Fully office based City central so no parking available This is initially a 3 month temporary role, but could lead to a permanent role for the right person. Our prestigious client has just moved in to state of the art offices in central Manchester and is seeking an experienced Administrator/PA to support their busy technical team. You will provide
Job Source: Focus ResourcingGGT Insolvency Recruitment
Wilmslow
Are you experienced inCorporate Insolvency....... CVLs, MVLs & Bankruptcies ? Looking to join aBoutique independent business recoveryspecialist? Needing aNew and Exciting Challenge? Want to work in asmall, friendly teamreporting directly into theInsolvency Practitioner Do you live in or aroundSouth Manchester Work for aFriendly,Supportive, Growing
Job Source: GGT Insolvency RecruitmentWythenshawe
£ 25000 - 28000/annum
Senior Administrator - Wealth Management
Location : Knutsford
Salary: Up to £28,000
An Experienced Financial Services Administrator is required to work for our client, a small, established, and growing firm of Financial Advisers. Supporting a Financial Advisers and working alongside an Administrator the successful Candidate will join the Practice at an exciting time and will become a fundamental part of their exciting growth plans. Forming part of one of the largest firms of Wealth Managers in the UK, our client offers first class training and support and ongoing career development.
The successful Candidate will be responsible for;
" Point of contact for new and existing clients to deal with any queries
" Process new business and ensure clients are kept updated with progress
" Deal with letters of authority and requests for information from external providers
" Help to book meetings for adviser and ensure that all review meetings are booked within appropriate timeframes
" Complete all review meeting letters and associated regulatory requirements
" Update CFRs for new and existing clients
" Deal with any incoming post for clients and scan and save in appropriate files
" Process withdrawal requests
" Process switches and portfolio rebalancing
" Involved in some aspects of Paraplanning
Candidates applying must have previous experience working for a firm of Financial Planners and ...
Senior Administrator - Wealth Management jobs in Wythenshawe
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.