hybrid ifa client relationship manager Jobs - 13
Hybrid IFA Client Relationship Manager
Cameron James - L39SJ
Employment Type : Full-Time
Our client provides wealth management and financial planning to a wide variety of clients and due on on-going success have an exciting new opportunity for a Client Relationship Manager. The Client Relationship Manager, reporting to the Regional Client Delivery Manager, will collaborate as part of a team to assist Advisers in all areas of client administration, ensuring exceptional client outcomes. In coordination with Advisers, Paraplanners, and...
Client Services Manager
mbf. - W1J0AH
Employment Type : Full-Time
Are you a highly experienced IFA Administrator with a strong background in managing teams? We have an exciting opportunity for a Client Services Manager to join a prestigious multi-family office based in Mayfair, working with Ultra High Net Worth (UHNW) clients. This is a unique role that offers exposure to fascinating clients and complex cases, providing a great opportunity to further develop your career in a dynamic environment. Salary : 55,00...
IFA Technical Support
Service Service Employment Agency Limited - IP13LG
Employment Type : Full-Time
My client is a well-established IFA practice with offices in Norfolk and Suffolk, offering bespoke advice to both corporate and private clients, this role will be based in their attractive office in central Ipswich. The purpose of the role is to provide hybrid support to my clients designated Team Leader placed in both client service support and paraplanning support, especially where more technical tasks need assistance in their delivery. (e.g. ...
IFA Administrator
Finlink Ltd - CF642AD
Employment Type : Full-Time
IFA Administrator Hybrid working (2 days in the office) Up to 32k Cardiff This role is best suited to those individuals with 2 years’ experience within an IFA Administration role and working towards being level 4 qualified. This role is in a hybrid capacity with 2 days a week in the office. Salary up to 32k. The Business The business is a financial services firm who have been in operation for over 20 years with multiple sites across the UK. They...
IFA Administrator
North Oak Recruitment Ltd - NG27QW
Employment Type : Full-Time
IFA Administrator Nottingham (Our Ref AL1304) Hybrid Salary benchmark c 25,000 ( 21,000 - 28,000 dep on exp) benefits My client is an award-winning Nottinghamshire based IFA and they now have an exciting opportunity for an experience IFA Administrator to join their team. The role is full time, Monday to Friday, however, you will work from home on Mondays and Fridays. About you We are looking for someone with specific experience and skills. Admin...
Senior IFA Administrator
Capio Recruitment Financial Planning - NG27PP
Employment Type : Full-Time
Job Title: Senior IFA Administrator Location: Nottingham Salary: 29,000 - 32,000 About The Firm... We are working with a Chartered, Award Winning and established IFA firm whom provide high quality and reliable Financial Advice across the East Midlands. They consist of a team with strong work ethic, detemination and professionalism. You will responsible for managing client relationships via telephone, email and face to face whilst updating CRM sy...
Telephone Account Manager
Reed - BS14NT
Employment Type : Full-Time
Reed have partnered with a long-standing insurance provider in Central Bristol, supporting with the hire of a Telephone Account Manager on a full time, permanent basis. The role has come available due to an internal promotion. This role is crucial for promoting awareness of a range of protection products and services to both new and existing intermediaries. Products such as life insurance, critical illness cover, and income protection. You...
Telephone Account Manager
Reed - BS14NT
Employment Type : Full-Time
Reed have partnered with a long-standing insurance provider in Central Bristol, supporting with the hire of a Telephone Account Manager on a full time, permanent basis. The role has come available due to an internal promotion. This role is crucial for promoting awareness of a range of protection products and services to both new and existing intermediaries. Products such as life insurance, critical illness cover, and income protection. You...
Financial Advisor
Premier Jobs UK Limited - W1G0PW
Employment Type : Full-Time
This employed Financial Adviser job in London is ideal for a highly experienced Financial Adviser who enjoys delivering the advice to clients without the hassle of all pre and post heavy lifting In this Financial Adviser position, you will be supported by a team of Relationship Managers and Administrators who undertake all of the pre and post activities. This includes the collation of information, documentation, research, report writing and proc...
Financial Services Administrator
Antony George Recruitment - OX93EH
Employment Type : Full-Time
Client Services Manager role: Offering a flexible working environment, including options for hybrid work, a 9-day fortnight scheme, 30 days of annual leave plus bank holidays, and professional development support. About Our Client: Our client is a trusted financial advisory firm committed to providing personalised wealth management solutions. They specialise in delivering tailored financial planning services, including: Wealth Management, Estate...