Financial Advisor
To competently provide financial advice, to clients within FCA rules and the firm’s procedures, and to work on strategy in this fast-growing business. Responsibilities Personal Attributes Passionate about lifestyle-focused wealth management, using a holistic…
Client Relations Executive
What will you be doing? We’re seeking a talented individual to join our Client Relations Team, in our Liverpool hub. Hybrid working available As Client Relations Executive, you will provide support to our clients, and it is a telephone-based role. As a Clien…
Pension Administrators
Due to the continued expansion of this Wealth and Investment Manager,they now need experienced Pension administrators, who have platform experience of withdrawals ,transfers,client service Responsible for processing all aspects of a transfer and migration …
Investment Administrator
RESPONSIBILITIES - Undertake all relevant payment processing (both in and out) activity and ongoing fee processing and monitoring relating to new and existing clients, on the Fusion, PULSE and Symphony systems, within agreed SLAs - Undertake client contact for…
Fund Operations Specialist
To co-ordinate the production of the Reports & Accounts for the range of Funds, covering Fund Accountant production timetable, reviewing drafts, liaising with auditors, liaising with internal stakeholders and an appointed review panel, and with the CompanySecr…
Ifa Administrator
Summary of Position To provide comprehensive support to ensure the efficient operation of the business and excellent service to clients of the firm. Responsibilities and Duties Production of reports, valuations and graphs using prescribed software/programmes, …
People Manager (Hybrid Working)
People Manager Purpose of role This is an incredible opportunity to join our small and high-performing people team, supporting the People & Culture Director, the People & Recruitment Officer and the wider business in the delivery of people related projects acr…
People Manager (Hybrid Working)
People Manager Purpose of role This is an incredible opportunity to join our small and high-performing people team, supporting the People & Culture Director, the People & Recruitment Officer and the wider business in the delivery of people related projects acr…
Senior IFA Administrator
Role Description Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below.The role of the Administrator is to work alongside our Team Leader(s) and Paraplanner(s) to ensure the appropr…