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Wealth Management Administrator
1 day ago
Marshall Moore Liverpool, United Kingdom**Do you have experience in Financial Services?** · **Do you want to study towards professional qualifications?** · **If so this is the perfect role for you We are currently recruiting for a Wealth Management Administrator to join a reputable firm in Liverpool City Centre. The ro ...
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Wealth Management Advisor
1 week ago
Page Personnel Finance Liverpool, United KingdomPage Personnel are working hand in hand with this fast growing wealth management firm to recruit for a financial advisor. · This role will be based from their Liverpool city centre head office, however you will have the flexibility to work from numerous other offices. · **Client ...
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Wealth Management Graduate Training Scheme
22 hours ago
Marshall Moore Ltd Liverpool, United Kingdom**Company Benefits**: · - Clear career progression · - Newly renovated Liverpool city centre offices · - Competitive salary, including increases when exams are passed · - Private Medical Insurance · - A super friendly and supportive culture · **Role responsibilities**: · - Respon ...
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Graduate Wealth Management Training Scheme
1 week ago
Marshall Moore Ltd Liverpool, United Kingdom**Company Benefits**: · - Clear career progression · - Newly renovated Liverpool city centre offices · - Competitive salary, including increases when exams are passed · - Private Medical Insurance · - A super friendly and supportive culture · **Role responsibilities**: · - Respon ...
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Wealth Management Administrator
1 week ago
Jane Deane Recruitment Limited Manchester, United KingdomWell established IFA practice based in Manchester City Centre require an additional administrator to complement their existing team. · The role involves dealing with HNW clients. · Duties to include, but not limited to: · - Processing new business · - Placing deals · - Processing ...
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BWD Search & Selection Knutsford, United KingdomThis rapidly expanding Wealth Management company in Cheshire are looking to hire a trainee paraplanner and a paraplanner to help them during this period of growth. This hybrid role will involve providing technical, research and report-writing support toa team of financial adviser ...
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Wealth Manager
1 week ago
Artemis Recruitment Consultants Ltd Preston, Lancashire, United KingdomType of Position: Trainee Wealth Manager - Cumbria · Trainee Wealth Manager - Cumbria · Our client is looking to welcome a Trainee Wealth Manager into their team in Cumbria, to advise clients as appropriate to their circumstances and objectives. · Making sure portfolios are ma ...
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Wealth Manager
1 week ago
Artemis Recruitment Consultants Ltd Manchester, United KingdomType of Position: Trainee Wealth Manager - Manchester · Trainee Wealth Manager - Manchester · Our client is looking to welcome a Trainee Wealth Manager into their team in Manchester, to advise clients as appropriate to their circumstances and objectives. · Making sure portfoli ...
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Wealth Adviser
2 days ago
Spicerhaart Liverpool, United KingdomOverview: · **Wealth Adviser - Financial Adviser, Self-Employed** · **Just Wealth **is part of **Spicerhaart: the UK's largest Independent Property** **Group**. · With its rapidly growing financial services business, Just Mortgages, our reputation has grown to be one of the leade ...
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Customer Service Advisor
6 days ago
Resource Solutions Liverpool, United KingdomDo you have a strong customer service background with telephone experience? If you are looking to take the next step up in your career, and to work with one of the largest wealth management firms in the UK, then we want to hear from you · We have an amazing opportunity available ...
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Financial Services Administrator
6 days ago
Page Personnel Finance Liverpool, United KingdomPage Personnel are working hand in hand with this Global wealth management business to recruit for a Financial Services administrator for their busy Liverpool office. · This role would suit someone with previous financial services experience or a graduate looking for their first ...
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Administrator
5 days ago
Investec Liverpool, United KingdomWe're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients. · Investec ...
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Client Administrator
1 week ago
MCS Group Liverpool, United KingdomMCS Group are proud to be partnering with a leading modern wealth management firm who are seeking to recruit a Client Administrator for their successful team. · **The Client** · My client is is the UK's leading integrated wealth management and professional services group. They st ...
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Administrator - 12 Month Ftc
1 week ago
Investec Liverpool, United KingdomWe're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients. · Investec ...
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Paraplanner
2 days ago
mbf. Liverpool, United Kingdom**Paraplanner - Top National Financial Planners - Liverpool & Flexible Working** · **up to £45,000 + Bonus + Benefits** · We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner. The role will be working for their Liverpool of ...
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Transfers Representative
6 days ago
The Bank of New York Mellon Corporation Liverpool, United Kingdom**Who we are**: · For over 235 years, Bank of New York Mellon (BNY Mellon) has been at the center of the global financial markets, providing the world's leading institutions the tools, capabilities, and services to be distinctive investors. BNY Mellon has approximately $16.5 bill ...
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Financial Services Administrator
1 week ago
Resource Solutions Liverpool, United Kingdom**Do you have experience working within financial services and have a strong background in administration? If you are looking to take a step up in your career, and to work with the largest wealth management companies in the UK, then we want to hear from you** · We have an amazing ...
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Graduate Investment Assistant
1 week ago
Marshall Moore Ltd Liverpool, United Kingdom**We are currently recruiting for a Graduate Investment Assistant to join a Wealth Management firm in Liverpool city centre. The role will involve working closely with experienced financial advisors, performing administration duties and liaising with clients.** · **The company wi ...
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Administrator Client Reporting
6 days ago
Rathbones Liverpool, United Kingdom**Administrator Client Reporting** · **Salary**: **Competitive with an excellent benefits package** · **Reference Number: VAC 2045** · **Duration: Perm** · **Location: Liverpool** · **Please ensure that you quote reference VAC 2045 on all correspondence.** · Rathbones provide ind ...
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Financial Services Administrator
1 day ago
Page Personnel Finance Liverpool, United KingdomThis is a new Financial Services Administrator position with one of our favourite clients. Page is looking forward to speaking to job seekers who have an interest in Financial Services or Investment Administration regarding this new vacancy. · **Client Details** · Page has worked ...
Wealth Manager - Liverpool, United Kingdom - Artemis Recruitment Consultants Ltd
Description
Type of Position:
Trainee Wealth Manager - Liverpool
Trainee Wealth Manager - Liverpool
Our client is looking to welcome a Trainee Wealth Manager into their team in Liverpool, to advise clients as appropriate to their circumstances and objectives.
Making sure portfolios are managed in accordance with the client's mandate, objectives and the firm's investment propositionMaintaining all standards of performance as required by the firm
T&C, complaints, financial crime, anti-money laundering, anti-bribery, data security, data protection, conflicts of interest, inducements, record keeping, best execution etc.
Complying with the Financial Services and Markets Act 2000, the FCA's Conduct rules / FCA Statements of Principle &Keeping up to date with relevant regulatory, product, legislative and technical requirements
Making sure all client records are retained in line with the firm's Data security / data protection / record keeping policy
Previous experience within financial services
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