Wealth Management Jobs in Macclesfield

Macclesfield, England, United Kingdom

Kingswood Holdings Limited (trading as Kingswood) is an AIM-listed integrated wealth management group, with more than 19,000 active clients and c. £9 billion of Assets under Management. It has a growing...

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

NJR Recruitment - Knutsford, Cheshire, North West, UK

An Experienced Financial Services Administrator is required to work for our client, a small, established, and growing firm of Financial Advisers. Supporting a Financial Advisers and working alongside an... £28,000

from: totaljobs.com (+1 source) - 28 days ago

Manchester, England, United Kingdom

Demonstrated expertise and impact in at least two of the following specialized functions: Wealth Planning, Investment Management, Business Development, Business Management and/or Relationship Management...

from: jobleads.co.uk - Yesterday

NJR Recruitment Ltd - Wythenshawe, Manchester, United Kingdom (+1 location)

" Help to book meetings for adviser and ensure that all review meetings are booked within appropriate timeframes " Deal with letters of authority and requests for information from external providers The... £25000 - £28000/annum

from: CV-library.co.uk (+3 sources) - 28 days ago

Oakmere Wealth Management - Northwich, United Kingdom

Futures: Offer comprehensive support and ongoing advice, ensuring our clients feel empowered to make informed decisions that shape their financial future. Whether it's planning for retirement, protecting...

from: uk.lifeworq.com (+2 sources) - 9 days ago

Eventus Legal - Congleton, Cheshire East, United Kingdom

* Upholding a high level of confidentiality and professionalism among staff, clients, and professional key stakeholders whilst projecting a professional image in both appearance and attitude, providing... £28000 - £32000/annum Bonus, 25 days hol, Pension

from: CV-library.co.uk - 10 days ago

Halecroft Recruitment - Hale, United Kingdom (+1 location)

Maintenance of all client policy data & associated income expectancies A good knowledge and understanding of a wide range of financial products – Ideal Tasks to be recorded and maintained via back-office... £25000 - £30000/annum

from: CV-library.co.uk (+2 sources) - 8 days ago

Ferguson Dean Limited - Manchester, Greater Manchester, North West, UK

A major wealth management firm in Altricham are looking for a Dip qualified paraplanner to join their team. The firm work across the UK with clients in the £500k plus space in the main, and have a defined... £65,000

from: totaljobs.com (+1 source) - 28 days ago

mbf - Knutsford, United Kingdom

Process Letters of Authority and manage the collection of client policy information. Provide administrative support to our Financial Planners. Cover reception duties as needed (note: visitor traffic is...

from: uk.lifeworq.com (+2 sources) - 3 days ago

Regional Recruitment Services - Manchester, United Kingdom

All the relevant skills, qualifications and experience that a successful applicant will need are listed in the following description. Hours of Work: 09:00 – 17:00 approx.

from: uk.lifeworq.com - Yesterday