Wealth Management Administrator jobs in North West

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SENIOR ADMINISTRATOR / OFFICE MANAGER

Full time, permanent . 27,000 - 35,000 per annum depending on experience. Supporting the senior management with administrative tasks. Data management. Assisting the customer service team with answering phones and responding to c...

CompanyLowbury Construction
AddressManchester, Greater Manchester
CategoryAdministrative
Salary£27,000 - £35,000 Annual
Job typePermanent
Date Posted yesterday See detail

Senior Administrator / Office Manager

Lowbury Construction

Manchester, Greater Manchester

£27,000 - £35,000 Annual

Full time, permanent . 27,000 - 35,000 per annum depending on experience. Supporting the senior management with administrative tasks. Data management. Assisting the customer service team with answering phones and responding to c...

Senior Administrator - Wealth Management

Njr Recruitment Ltd

Wythenshawe, Greater Manchester

£25,000 - £28,000/annum

Forming part of one of the largest firms of Wealth Managers in the UK, our client offers first class training and support and ongoing career development.The successful Candidate will be responsible for;" Point of cont...

Senior Administrator / Office Manager

Lowbury Construction

Manchester, Greater Manchester

Full time, permanent. 27,000 - 35,000 per annum depending on experience. Supporting the senior management with administrative tasks. Data management. Assisting the customer service team with answering phones and responding to c...

Temporary Administrator - Facilities Management £27.67ph

1St Executive

Berkshire, England

Up to £27.67 per hour

Used to working with multiple stakeholders to handle conflicting requests. Good interpersonal, influencing, negotiation and good communication skills. Some Excel experience, including pulling data together, creation of pivot table...

Senior Wealth Administrator

Openwork Services Limited

Reading, Berkshire

£28,000 - £32,000/annum

Manage the CRM system to ensure the delivery of ongoing service requirements, maintaining accurate data and client records. To obtain valuations, quotations and illustrations and supporting documentation in preparation for and fol...

Team Administrator/Office Manager

People Group Limited

Manchester, Greater Manchester

£35,000 - £36,000/annum

Stationery/PPE/Consumables/Signage orders (as and when). Organise internal/external training for team roles and coordinators. Manage internal filing system. Attend monthly PDP meetings, note actions and help update the document. U...

Pensions Administrator/Account Manager-SSAS

Njr Recruitment

Lancashire, England

£25,000 - £35,000 per annum

Prepare trust deeds to reflect changes in Trustees, Principal/Participating Employers, and scheme rule amendments. Register schemes with HMR&C, The Information Commissioner for Data Protection Act and The Pensions Regulator, as re...

IFA Administrator / Wealth Planning Administrator

Cranleigh Personnel

Hungerford, Berkshire

£28,000 - £35,000 Annual

Actively participate in the client annual review process. Process new business submissions and ensure smooth and timely business processing. Gather and correlate plan/policy information, produce valuations, and communicate with pr...

Learning Management Systems Administrator

Hays Specialist Recruitment Limited

Cheshire, England

£20,000 - £30,000 per annum

You will play a critical role in supporting the Head of Academy in delivering an exceptional training and development experience to the company and its clients whilst driving continuous improvement.What you'll need to succeedYou w...

IFA Administrator / Wealth Planning Administrator

Cranleigh Personnel

Berkshire, England

£28,000 - £35,000 per annum

Actively participate in the client annual review process. Process new business submissions and ensure smooth and timely business processing. Gather and correlate plan/policy information, produce valuations, and communicate with pr...

Mortgage Administrator / Case Manager

Njr Recruitment

Manchester, Greater Manchester

£26,000 Annual

Mortgage Administrator / Case ManagerStockport24,000 -26,000 + BonusWe are delighted to be exclusively working alongside a well established mortgage advisory firm who are dedicated entirely to offering honest and ethical advice...

Wealth Planning Administrator Part Time

Cameron James

Merseyside, England

Salary negotiable

Dealing with client/internal/third-parties queries efficiently. Client onboarding/offboarding. Dealing with account opening, payments and valuation requests. Providing support with various ad-hoc business projects. Owning all clie...