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THE BUSINESS My client is a well-regarded Wealth Management business who provide financial planning and investment management advice, providing tailored solutions to meet to individual’s needs. THE ROLE Having gone through a number of acquisitions, m...
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This is a fantastic opportunity for an experienced SSAS Professional to join one of the UK’s most highly regarded pension consulting and administration businesses as a SSAS Manager/Consultant About the Role Working out of brand-new state of the art M...
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Client Services Manager Location: Birmingham (Hybrid), with occasional travel to London and York offices Contract Type: Full-time, Permanent Salary: Negotiable, dependent on experience Are you a client-focused financial services professional looking ...
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Client Support Manager - Financial Services Location: Leicester Hybrid: 1 Day Remote per Week Salary up to 45,000 About the Company NJR Recruitment is proud to be working with a long-established and respected financial planning business that has been...
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Our client is a long established, FCA regulated, financial planning firm with nearly 40 years of experience delivering bespoke financial advice to private clients. They provide expert, unbiased advice across pensions, investments, estate planning, in...
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Financial Administrator | Hybrid - 1 day in office (P/W) | Up to 32,500 | Bonus | Exam Support | 3pm finish on Fridays Job Title: Client Servicing Manager Location: London (EC3N) - Hybrid About Our Client: Our client offers a discreet and sophisticat...
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Our client is a long established, FCA regulated, financial planning firm with nearly 40 years of experience delivering bespoke financial advice to private clients. They provide expert, unbiased advice across pensions, investments, estate planning, in...
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Job Title: CRM Executive Contract Type - Hybrid Location: Coventry Contract Type: Fixed Term Contract Are you a data-driven marketing enthusiast with a knack for relationship building? Our client is seeking a motivated CRM Executive to join their dyn...
Job Title: CRM Developer (Salesforce & Microsoft Dynamics) Location: Hybrid - 3 days in-office near Birmingham Salary: 45,000 per annum Contract Type: Full-time, Permanent Industry: Financial Services (End User, Global Group) Job Description We're se...
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Client Relationship Manager (F&O) - Part Time To provide daily operational support primarily for all Futures & Options clients as part of the Client Relationship Management (CRM) team. The CRM team work closely with F&O and Commodities desks; they al...
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Job Description We're seeking an experienced Dynamics 365 Product Owner to play a senior/lead role in a high-impact transformation journey to a fully cloud-native, SaaS-based technology stack built on Azure. This role will be pivotal in shaping and d...
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Exclusive Opportunity - High-Level Client Relationship Management We are working exclusively with Clermont Trust, a prestigious independent fiduciary and family office services provider, in search of a Junior Relationship Manager to work directly wit...
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plus excellent Benefits package My client, a prestigious boutique financial planning firm in Luton, is currently in a phase of expansion and is looking for a talented professional to join their friendly and forward-thinking team. Renowned for deliver...
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Location: Cheshire East Salary: 45,000 Job Type: Full-Time (Office-Based) Are you a detail-oriented professional with a passion for financial planning and exceptional client service? Our client, a highly regarded multi-office financial planning firm,...
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Our client, a superb International Financial Services firm with offices in Leeds city centre, is looking for a proactive and driven Team Leader to join their busy Client Management team. If you have experience in financial operations, a strong grasp ...
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Just because you are happy doesn’t mean you can’t be happier. Most people who read job adverts are not desperate for a new job. Paraplanners like you for example. You are well looked after. Well thought of. Reasonably happy with your salary. But that...
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?? Digital Marketing Manager - FS / Lending Focus ?? Nottingham (remote, 1x/month travel - expensed) ?? 50,000 - 65,000 (could go higher for the right person) ?? Urgent Hire - 1 Week Turnaround ?? No sponsorship We're hiring for a growing digital len...
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IFA Administration Manager - National Wealth Management Firm Location: Harrogate (Hybrid - 3 days in the office, 2 days from home) Salary: Up to 55,000 Excellent Benefits An exciting opportunity has become available for an experienced Client Support ...
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Offices Near Colchester, Essex, Salary: 27,000 - 35,000 (Hybrid working, Bonus, Study Support & Career Progression Plan) An excellent opportunity has risen for a very well-established Wealth Management firm based near Colchester in Essex. Due to expa...
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Account Manage and Administer a portfolio of SSAS clients– Join a Chartered Wealth Management Firm An award-winning Chartered financial planning firm is seeking a skilled SSAS Client Account Manager to join its specialist pensions team. With over fou...
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Offices Near Chelmsford, Essex Salary: 25,000 - 30.000 (Hybrid working, Bonus, Study Support & Career Progression Plan) An excellent opportunity has risen for a very well-established Wealth Management firm based near Chelmsford in Essex. Due to expan...
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Job Title: Salesforce Specialist Location: Manchester City Centre / Hybrid (Flexible working with 1-2 days in-office per week) Company Overview: Join a leading commercial brokerage that’s redefining industry standards through innovative solutions and...
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CRM Management Client Interaction Administration Are you an organised and proactive individual with a passion for delivering excellent client service? We’re working with a well-established financial planning firm that is looking for a reliable IFA Ad...
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Junior / Trainee Paraplanner Location : Crawley (Hybrid after 3 months) Salary : Up to 35,000 (DOE) Full Training Excellent Benefits Hours : Full-time | 37 hours per week (Monday-Friday) Type : Hybrid (After 3 months) About the Role: My client, a Cha...
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Your new company Due to internal promotion, a new job opportunity has arisen within a growing firm of IFAs for an experienced financial services administrator. Working within a very friendly and supportive team environment. Your new role Providing ad...
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