client services manager - chartered financial planning firm Jobs - 517
Financial Planning Client Administrator
The Eventus Recruitment Group - CW121LB
Employment Type : Full-Time
Eventus Recruitment Cheshire are seeking a Financial Planning Client Administrator to join a dynamic and fast-paced team in Congleton, Cheshire. Working in the Client Services team, reporting to the Practice Manager, you will be liaising closely with the team of Wealth Managers. You will be responsible for the impeccable management of business submission, preparing adviser meetings packs, ensuring client records remain accurate and complete, and...
Financial Planning Account Manager
mbf. - W1T1AF
Employment Type : Full-Time
Are you passionate about financial planning and dedicated to providing top-notch service to clients in the media, arts, and creative industries? If so, we invite you to consider an exciting opportunity with an independent advisory practice that operates at the pinnacle of the market. We are a forward-thinking advisory firm that has experienced substantial growth over the past 3-4 years. With approximately 30 talented professionals and over 500 m...
Operations Manager - Financial Planning
NJR Recruitment - Wetherby
Employment Type : Full-Time
Operations Manager - Financial Planning Wetherby 50,000 - 60,000 NJR Recruitment are delighted to once again be working with one of Yorkshire’s leading IFA firms who are looking to appoint an experienced Operations Manager to join the senior management team. Working alongside the directors, the ideal person will be able to work across multiple areas (compliance, operations, business strategy) and support the firm in meeting its long-term goals t...
Financial Planning Administrator
Clever-HR - B100AD
Employment Type : Full-Time
We have an exciting new opportunity to join this directly authorised Financial Planning firm that delivers tailored and holistic advice to corporate and private individuals. With offices in the Midlands and London the firm continue to go from strength to strength and this additional role has arisen as a result of the firm's continuing growth The Role The opportunity is an Administrator role supporting the advisers in relation to financial planni...
Statutory Finance Supervisor
Crowe UK LLP - BS12AW
Employment Type : Full-Time
About Crowe Crowe is a leading national audit, tax, advisory and risk firm with global reach and local expertise. We are an independent member of Crowe Global, one of the top 10 accounting networks in the world, with access to more than 40,000 people in more than 150 countries and across more than 700 offices globally. We pride ourselves on looking after our people, whether you’re working in corporate tax, statutory audit or you’re a marketing o...
Financial Planning Administrator
The Eventus Recruitment Group - BL15BP
Employment Type : Full-Time
Eventus Recruitment are seeking an experienced IFA Administrator to join a successful IFA / Financial Planning business based in Bolton, Greater Manchester. This is a great job opportunity to join an established and successful company with big growth plans. You will benefit from a supportive team, hybrid working with 2 days remote, loyalty bonus of c 6,000 payable after 2 years of service, team bonuses and an excellent pension. Role responsibili...
Administrator - Financial Services
Brevere Group - W1K1AW
Employment Type : Full-Time
Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a professional environment with a client centric approach? If the answer to these questions is yes, this could be the ideal role for you. Due to continued success in providing fee based advice to HNW clients, this successfu...
Financial Planning Client Services Administrator, Royal Wootton Bassett (BW-2038)
Clever-HR - Royal Wootton Bassett
Employment Type : Full-Time
Financial Planning Client Services Administrator Royal Wootton Bassett Salary 22.000 - 26,000 p.a. Depending on Experience bonus scheme We are delighted to be supporting this Financial Planning firm who build personal, long-term relationships with their clients founded on trust, providing them with ongoing advice and a first class service. They are a growing firm looking for a Client Administrator to join the team and assist in this mission. Fin...
Compliance Associate
Crowe UK LLP - BS12AW
Employment Type : Full-Time
About Crowe Crowe is a leading national audit, tax, advisory and risk firm with global reach and local expertise. We are an independent member of Crowe Global, one of the top 10 accounting networks in the world, with access to more than 40,000 people in 150 countries and across 798 offices globally. Our vision is to be recognised as essential to the future success of our clients by helping them to answer tomorrow’s questions, and make smart deci...
National Account manager - Financial Planning
NJR Recruitment - Leeds
Employment Type : Full-Time
National Account manager - Financial Planning Leeds 40,000 - 45,000 Bonus Our client, which aims at combining world class financial advice with cutting edge digital marketing technology as a market leading partner for many of the largest and leading organisations across the UK in the financial services industry, are now looking to recruit in their rapidly growing team of industry experts and are looking to appoint a self-motivated National Accou...