Financial Adviser Professional Jobs in Leicestershire

leicester, england, United Kingdom

Carry out other routine administration tasks identified below and deal with client queries within field of expertise/ range of authorisation. Set up new SSAS in a timely fashion, using a diary system,...

from: jobleads.co.uk - More than 30 days ago

leicester, england, United Kingdom

Responsible for the day-to-day administration of a portfolio of SSAS schemes under the guidance of a Team Manager, Head of Pension Administration and other Senior Managers. Responsibilities include: Customer...

from: jobleads.co.uk - More than 30 days ago

leicester, england, United Kingdom

They strive to recruit, develop, and retain individuals who share their vision and values, who wish to develop themselves and further their career in the Financial Services industry. Ensure the completion...

from: jobleads.co.uk - More than 30 days ago

leicester, england, United Kingdom

To be the in-house contact for the client, providing a quality administration service in respect of a portfolio of SIPPs (both SIPP Focus and other arrangements serviced by the SIPP team). Maintaining...

from: jobleads.co.uk - More than 30 days ago

leicester, england, United Kingdom

Ability to communicate effectively with clients, providers, accountants and other professional connections via various methods – phone, letter, e-mail, etc. With AUM in excess of £1bn, this award-winning...

from: jobleads.co.uk - More than 30 days ago

leicester, england, United Kingdom

General administration includes but not limited to; mail merges, scanning, collating annual review packs and key documentation. Maintain accurate and up-to-date records of client information and financial...

from: jobleads.co.uk - More than 30 days ago

leicester, england, United Kingdom

Clever-HR is a forward-thinking Recruitment Consultancy that provides a bespoke service to our clients within Wealth Management. Manage and maintain the company’s database daily to maximise its full potential...

from: jobleads.co.uk - More than 30 days ago