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Your search has returned 11 jobs
Exchange Street is currently working with one of the region’s leading wealth managers as they look to recruit an additional Administrator in Manchester. Set up to provide bespoke independent financial planning and investment management advice for high value clients, they enjoy an outstanding reputation for their service proposition and professiona...
Our client, an established asset management firm with a presence across the UK and an outstanding reputation for their discretionary portfolio management proposition, is currently looking to recruit Administrators to join their sales support function in Northwich. The purpose of the role is to undertake all business processing and administrativ...
Our client, an established Merchant Bank with presence across the UK and an outstanding reputation for their investment portfolio management proposition, is currently looking to recruit an experienced individual to work within their busy asset management division. This position entails working on the deceased client documentation team meaning t...
Our client, an established Merchant Bank with presence across the UK and an outstanding reputation for their investment portfolio management proposition, is currently looking to recruit an experienced individual to work within their busy asset management division. The focus of the position will be to control and carry out the production of cont...
IFA AdministratorBathUp to £23,000A leading Wealth Management firm, based in central Bath are recruiting an IFA Sales Support to actively support the IFA’s and business in providing first class service to their Clients. With long standing Client relationships built on trust and accountability, they have expertise in all aspects of financia...
Technical IFA AdministratorBathUp to £25,000Our Client, a highly reputable Wealth Management practice, has an opening for an IFA Support, due to increasing workloads. Committed to gaining full understanding of their Clients needs, they provide the best possible, truly independent advice. Working closely with Clients of all means, they are ...
Our client is a Chartered Financial Planning practice with an exceptional reputation for the quality of advice it provides to its loyal client base. In order to provide the best possible technical resource to its fee earners it is now looking to recruit an additional Administrator to join their successful team. The purpose of the role is to pro...
Our client is an extremely well known professional services firm in the Leamington Spa area, noted for the high degree of service afforded to its corporate and HNW individual clients. With a real focus on financial planning, the organisation's accountancy partners provide a number of excellent quality leads each week resulting in a consistently thr...
Sales Support – Wolverhampton A varied and interesting role working within a Technical Team, responsibility for three key areas Trustee on client pension schemesGeneral SSAS AdministrationDealing with paperwork to set up new SSAS schemesPaperwork to arrange for us to takeover of a schemeRoutine reporting and analysis of schemes to e...
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