My client is currently looking for an IFA Client Services Manager to join their team in Wilmslow. The Role Be the... team and will support the Head of Client Services Collaborate closely with the wider operations team, sales, marketing...
MERJE is partnering with a growing Independent Financial Advice firm that is looking to appoint a Compliance Manager... to support the business through its next phase of growth. This is an excellent opportunity for an experienced IFA Compliance...
client is seeking a Senior Manager to lead a team of Financial Advisers across varying levels of experience - from newly...Are you an experienced leader in financial services with a passion for developing others and driving performance? My...
and investment manager diaries (where relevant) and book client new business and review meetings in line with company procedure... management (financial planning and investment management) for individuals and benefits consulting services for companies...
environment. Strong knowledge of financial services administration and client processes. Excellent working knowledge...A well-established Wealth Management and Independent Financial Adviser (IFA) practice is seeking an experienced Senior...
An excellent opportunity has arisen for an experienced Senior IFA Administrator to join a well-established and highly... reputable financial planning firm based in Bromsgrove. This is a key support role working closely with the Office Manager...
Contributing to departmental projects and process improvements Assisting the Client Services Manager in overseeing workloads... & safety and facilities requirements Deputising for the Client Services Manager when required Key Relationships...
An excellent opportunity has arisen for an experienced Senior IFA Administrator to join a well-established and highly... reputable financial planning firm based in Warwick. This is a key support role working closely with the Office Manager...
updated at each stage of the process and throughout their journey with the company, while reporting to the Regional Client Services Manager...Our client is seeking a Client Relationship Manager to collaborate as part of a team to assist Advisers in all areas...
is looking for an experienced Client Manager to join its growing team. This is a varied and client-focused role, combining elements... financial products and services appropriate to individual client circumstances. Discuss suitable solutions and recommendations...