Wealth Manager jobs in East Midlands

Now available 6 results are consistent

Sort by:relevance - date

ADMINISTRATOR - WEALTH MANAGEMENT

Maintain effective diary system to ensure clients are offered review meetings at the appropriate time. Contact clients and book review meetings using diary colour coding system. Confirmation letters/emails to be sent to clients. P...

CompanyNorth Oak Recruitment Ltd
AddressGainsborough, Lincolnshire
CategoryAdministrative
Salary£21,000 - £25,000 Annual
Job typePermanent
Date Posted 2 days ago See detail

Administrator - Wealth Management

North Oak Recruitment Ltd

Gainsborough, Lincolnshire

£21,000 - £25,000 Annual

Maintain effective diary system to ensure clients are offered review meetings at the appropriate time. Contact clients and book review meetings using diary colour coding system. Confirmation letters/emails to be sent to clients. P...

Wealth Management Administrator

Positive Recruitment Consultants Ltd

Grimsby, Lincolnshire

30000.00 GBP Annual

Due to continued expansion my client is looking to recruit a Senior Administrator to join their Wealth Management Company in Grimsby. This can be full time or part time hours and will be permanent.Previous experience within a simi...

Administrator - Wealth Management

North Oak Recruitment

Kirton in Lindsey, Lincolnshire

£21,000 - £25,000/annum plus benefits

Maintain effective diary system to ensure clients are offered review meetings at the appropriate time. Contact clients and book review meetings using diary colour coding system. Confirmation letters/emails to be sent to clients. P...

Administrator - Wealth Management

North Oak Recruitment Ltd

Lincolnshire, England

Maintain effective diary system to ensure clients are offered review meetings at the appropriate time. Contact clients and book review meetings using diary colour coding system. Confirmation letters/emails to be sent to clients. P...

Wealth Management Administrator

Capio Recruitment Financial Planning

Northamptonshire, England

R01, CF1, FA1 or equivalent, with a desire to further your study to obtain the Level 4 Diploma in Financial Planning is desirable. Experience of working within a Financial services firm would be advantageous. Excellent communicati...

Practice Manager (Wealth Planning)

Cranleigh Personnel

Lincoln, Lincolnshire

£35,000 - £45,000 Annual

You will be part of the recruitment process and then manage the onboarding and continuing staff development programme through scheduled appraisals. To maintain strict confidentiality in relation to the work undertaken and ensure t...