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Financial Planning Manager jobs in Greater Manchester, England

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FINANCIAL PLANNING ADMINISTRATOR

Preparing Client files ahead of Client meetings. Processing new business,. Producing Client Illustrations and Valuations. Managing Client relationships. Maintain accurate information within the firms CRM Specific Responsibilities...

CompanyMedlock Partners Ltd
AddressManchester, Greater Manchester
CategoryAdministrative
Salary£20,000 - £30,000/annum
Job typePermanent
Date Posted a week ago See detail

Financial Planning Administrator

Medlock Partners Ltd

Manchester, Greater Manchester

£20,000 - £30,000/annum

Preparing Client files ahead of Client meetings. Processing new business,. Producing Client Illustrations and Valuations. Managing Client relationships. Maintain accurate information within the firms CRM Specific Responsibilities...

a week ago seen See more...

Financial Management Assistant

Nhs Jobs

Davyhulme, Greater Manchester

£25,147.00 to £27,596.00 per year

So that youre even more equipped to make an informed decision to apply to us, youll need to take time to read the Candidate Essentials Guide that sits with the Job Description and Person Specification. All individuals regardless o...

2 weeks ago seen See more...

Financial Planning Administrator

Medlock Partners Limited

Manchester, Greater Manchester

£20,000 - £30,000 Annual

Preparing Client files ahead of Client meetings. Processing new business,. Producing Client Illustrations and Valuations. Managing Client relationships. Maintain accurate information within the firm's CRM Specific Responsibilities...

2 weeks ago seen See more...

Financial Planning Administrator

Cv Elite Limited

Manchester, Greater Manchester

27000.00 - 35000.00 GBP Annual + hybrid working + exc. benefits

Work closely with the Financial Planners, supporting them with delivering the highest level of customer experience. Develop strong relationships with clients, both face-to-face and over the phone. Collate all necessary information...

a month ago seen See more...

Financial Planning Administrator

Eventus Legal

Manchester, Greater Manchester

24000.00 - 27000.00 GBP Annual + Hybrid; 25 day hol; Bonus (15%)

Support the day-to-day operations for advisers. Liaise with clients to help with any questions and queries and booking in review meetings as appropriate. Liaise with third parties to provide information on clients plans & using ch...

a month ago seen See more...

Financial Planning Administrator

Mbf.

Manchester, Greater Manchester

£26,000 - £32,000 Annual

Build & maintain strong relationships with the Wealth Planners and their clients. Work closely with your Administration team, Para-Planning and other internal teams to facilitate efficient and quality administration resulting in e...

2 months ago seen See more...

Financial Crime Investigations Manager

Natwest Group

Manchester, Greater Manchester

Day-to-day, youll coach and support team members to manage Financial Crime risks while meeting agreed service levels across each of the Financial Crime pillars. Youll support the reporting of information to relevant stakeholders...

a month ago seen See more...

Planning and Performance Manager - North West

National Grid

Manchester, Greater Manchester

This is a broad and varied role and your exposure across the business to different stakeholders will be vast, which is great for your development and raising your profile. This role is flexible on base location covering the North...

2 months ago seen See more...

Financial Inclusion Manager West Midlands FTC March 2025

The Trussell Trust

Manchester, Greater Manchester

£45,000

Home based in the West Midlands with regular travel to food banks and wider, including attendance to staff conferences, 121s and team away days.Fixed Term Contract until 31st March 2025. Full Time (37.5 hours per week) Flexible wo...

2 months ago seen See more...

Accounting and Financial Reporting Assistant Manager

Rsm

Manchester, Greater Manchester

Full-time

To act as day-to-day point of contact for clients, and to practice the principles of excellent client service at all times. To manage a small portfolio of corporate clients within the agreed internal budget for the job and to add...

2 months ago seen See more...

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