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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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Are you an accomplished Paraplanning professional with extensive technical skills? Are you looking to play a major role within an expanding firm who are focused on delivering a first class service to sophisticated HNW Clients? A role now exists for a...
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You may be reading this as an experienced Financial Planning or IFA Administrator/Support and are keen to progress your career further whilst retaining the variety you currently have in your role. This position which is available would see you gain e...
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An exciting opportunity has arisen for a Client Manager to join a leading independent provider of commercial finance solutions to businesses during an exciting period of growth. Based from their regional office in Manchester in this hybrid working ro...
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Did you know only 14% of IFAs/Financial Advisers are Chartered? With Consumer Duty and rising client expectations, the future of Financial Advice is clear: higher standards, more transparency, and greater trust. Chartered status puts you ahead of tha...
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Are you a skilled Financial Services specialist looking for a new Paraplanning opportunity with a successful and ambitious Wealth Management firm? Do you want to work with successful Consultants dealing with sophisticated Private Clients? If you want...
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Are you an experienced Administrator from a Financial Planning environment looking to branch out into report writing and client management. Due to continued success in providing fee-based advice to HNW clients, this successful wealth management pract...
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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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Job Title: Client Relationship Manager Location: Office-Based - Bath Area Salary: 27,000 (with structured progression to 30,000) Type: Full-Time, Permanent About the Role: We are currently recruiting for a dynamic and personable Client Relationship M...
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Our Client Service Managers are the engine of our business. They are responsible for managing relationships with independent financial advisers whilst processing portfolio instructions within agreed timescales. This role is perfect for someone who th...
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Job Title: Client Services Manager Location: Stansted Mountfitchet - With Monday and Fridays from home Salary: 30,000 - 45000 DOE About the Opportunity We’re working on behalf of a highly respected, whole-of-market financial planning firm to recruit ...
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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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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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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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We are looking for a DC Client Manager who will hold a key relationship role & be responsible for the management and development of relationships with our Master Trust clients. As a key member of the DC Client Team, the holder will help to deliver ne...
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Job Description Our Client Service Managers are the engine of our business. They are responsible for managing relationships with independent financial advisers whilst processing portfolio instructions within agreed timescales. This role is perfect fo...
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Client Relationship Manager Executive / Assistant In this role you will work closely with the National Client Relationship Managers (CRM) to help build and maintain strong relationships with our clients to ensure satisfaction, retention, and loyalty,...
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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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We are working very closely with a number of Pensions Clients who are looking to recruit for SIPP/SSAS candidates at ALL LEVELS TO APPLY FOR THESE ROLES YOU MUST HAVE SIPP and/or SSAS ADMINISTRATION EXPERIENCE What we’re looking for: SIPP/SSAS Admini...
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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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