Employment Type : Full-Time
Due to a pending retirement our client is looking for a Compliance Manager. As a Compliance Manager, you will play a crucial role in maintaining the integrity of our client's operations. You will be tasked with reviewing and implementing firm-wide policies, designing control systems to handle any violations, and leading training sessions on legal and compliance issues. Your ability to communicate clearly at all levels both internally and externa...
Employment Type : Full-Time
What will you be doing? We’re seeking an ambitious individual to join our Financial Planning team, you will be responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience. What’s in it for me? As a Client Administrator you will be supported to grow personally and professionally, you will have access to a structured training programme...
Employment Type : Full-Time
What will you be doing? We’re seeking an ambitious individual to join our Financial Planning team, you will be responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience. What’s in it for me? As a Client Administrator you will be supported to grow personally and professionally, you will have access to a structured training programme...
Employment Type : Full-Time
What will you be doing? We’re seeking an ambitious individual to join our Financial Planning team, you will be responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience. What’s in it for me? As a Client Administrator you will be supported to grow personally and professionally, you will have access to a structured training programme...
Employment Type : Full-Time
What will you be doing? We’re seeking an ambitious individual to join our Financial Planning team, you will be responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience. What’s in it for me? As a Client Administrator you will be supported to grow personally and professionally, you will have access to a structured training programme...
Employment Type : Full-Time
Client Services Administrator - Wealth Management Location - Cheltenham / Hybrid Salary - Up to 30,000 (DoE) An excellent opportunity has arisen for a professional Administrator to join this friendly and proactive St. James’s Place Partner Practice, who specialise in meeting the financial needs of Professionals, Private Clients, Business Owners, and Retirees. You will be an integral part of a great team managing the business generated by the Adv...
Employment Type : Full-Time
Overview We are seeking a highly organised and detail-oriented Client Wealth Administrator to support the delivery of exceptional financial planning services. This is a great opportunity to join a growing, client-focused business that values professionalism, trust, and long-term relationships. As part of a small and collaborative team, you'll play a key role in ensuring that both advisers and clients are supported to the highest standards across...
Employment Type : Full-Time
Client Services Administrator - Wealth Management Location - Solihull / Hybrid Salary - Up to 35,000 (DoE) An excellent opportunity has arisen for a professional Administrator to join this friendly and proactive St. James’s Place Partner Practice, who specialise in meeting the financial needs of Professionals, Private Clients, Business Owners, and Retirees. You will be an integral part of a great team managing the business generated by the Advis...
Employment Type : Full-Time
Wealth Management Administrator Nottinghamshire (ref AL1361) Salary dependant upon experience full benefits package and hybrid My client is an award-winning IFA based in Nottinghamshire and they now have an exciting new opportunity for an experienced wealth management administrator to join their team. You’ll be part of a team that values your contribution and offers the chance to grow in a positive, forward-thinking environment. Responsibilities...
Employment Type : Full-Time
Client Support Manager – Wealth Management / IFA – Leicester MFK is delighted to be supporting a highly respected wealth management firm with the recruitment of a Client Support Manager . This organisation has been established for almost 40 years and is dedicated to enriching clients’ lives through tailored financial planning. With a strong reputation for trust, transparency, and service excellence, they are now seeking an experienced leader to ...