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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 RecruitmentNJR Recruitment Ltd
Wythenshawe, Manchester
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 Practic
Job Source: NJR Recruitment LtdCameron 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 RecruitmentMitchell Hall Consulting
Stockport, Greater Manchester
Client Administrator role - IFA Wealth practice My client is a Wealth Management practice looking to augment their successful team by recruiting an IFA/Wealth Management Administrator to join their office near Stockport. You'll be supporting the Financial Planners, dealing with transfers, fund switches, client queries via phone/email, maintaining
Job Source: Mitchell Hall ConsultingFinancial 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 DivisionsErnest Gordon Recruitment Limited
Manchester, Greater Manchester
Pension Administrator £23,000 - £26,000 + Training + Progression + Company Bonus + Qualifications + Company Benefits Manchester Are you a Pensions Administrator or similar, eager to take the next step in your career in financial services, joining a renowned wealth management powerhouse, committed to your professional development with tailored tr
Job Source: Ernest Gordon Recruitment LimitedMpeople 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 WestWythenshawe
£ 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
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