Jobs
>
Wilmslow

    Account Manager Investment Management - Wilmslow, United Kingdom - NJR Recruitment

    NJR Recruitment
    NJR Recruitment Wilmslow, United Kingdom

    9 hours ago

    Default job background
    Full time Accounting / Finance
    Description

    ** Account Manager – Investment Management **

    ** Salary between £30,000 - £40,000 **

    ** Six Monthly Bonuses, up to £12.5% **

    ** Location: Wilmslow / Hybrid **

    NJR Recruitment are currently working in Partnership with a groundbreaking Investment Manager who has changed who has changed the way investors access and use Discretionary Fund Management.

    A new and exciting opportunity is now available for a Telephone Account Manager to work out of their offices based in Wilmslow. The successful Candidate will have a strong interest and be passionate about Investments. Candidates offering knowledge of Model Portfolios and DFM's are urged to apply.

    Looking after a portfolio of around 150/200 Clients, the successful Candidate will be responsible for;

    • Develop and maintain strong IFA relationships across your panel of IFA firm accounts
    • Segment and manage panel accounts, ensuring proactive & regular contact & communication
    • Segment and manage panel accounts, ensuring proactive & regular contact & communication
    • Develop a good understanding of the Tatton proposition & processes to enable new business flows across all firm accounts, across all product ranges.
    • Assist the BDM's with the onboarding of new firms and IFA system/platform access
    • Deliver Introductory presentations, Client Portal & process training where required
    • Proactively create and manage daily IFA appointments to discuss the Tatton proposition, Investment updates and Investment process
    • Assist with all daily incoming queries, calls and tasks managed by the TAM team ensuring support is delivered to all TIML accounts.

    Thos applying should either be super keen to work towards Industry related exams (CII, CISI or IMC) or already be working towards / qualified. Full support with exams is offered by our client

    You MUST be confident and have a very strong ability to build strong business relationships. This role will involve delivering introductory presentations via MS Teams whether to 1:1 individuals or to groups of up to 7/8 people.

    NJR 14756

  • SJC

    Investment Manager

    1 week ago

    SJC Manchester, United Kingdom

    SJC Partners have been mandated by a VC backed investment business to recruit an Investment Manager to take responsibility for the running of portfolio acquisitions. · Key responsibilities will include (but not be limited to): · - Overall bid management process (from opportunity ...

  • mbf.

    Investment Manager's Assistant

    1 week ago

    mbf. Manchester, United Kingdom

    **Investment Manager's Assistant - Manchester - Salary negotiable depending on experience - Leading Wealth Management Organisation** · MBF are currently working with a prestigious Wealth Management Institution who are looking to add an Investment Manager's Assistant to their high ...

  • eFinancialCareers

    Investment Management Compliance

    1 week ago

    eFinancialCareers Manchester, United Kingdom

    **Overview** · **Overview Of BNY Mellon**: · The key purpose of this position is to provide support to the review and approval of financial promotions, provision of advisory support to the Distribution & Marketing teams and oversight of business functions on compliance matters re ...

  • eFinancialCareers

    Director of Portfolio Management, Investment

    2 weeks ago

    eFinancialCareers Manchester, United Kingdom

    Who we are · We are the Government's national housing agency. Our role is to accelerate the pace of housebuilding across the country, both in areas where there are the most serious affordability issues - meaning people are struggling to find homes - and where housingcan make a me ...

  • Torus

    Asset Investment Project Manager

    1 week ago

    Torus Warrington, United Kingdom

    **Asset Investment Project Manager** · **Warrington** · **£46,000 per annum** · **Full Time - 37 hours per week** · **Permanent** · We are currently recruiting for a Project Manager to join our Assets team, managing all aspects including planning, preparation and contract letting ...

  • eFinancialCareers

    Investment Manager, Successful Lower Mid Market Uk

    1 week ago

    eFinancialCareers Manchester, United Kingdom

    **Reference · **11848 · **About our client** · Our client is a successful and entrepreneurial UK Lower Mid-Market Private Equity firm that has a strong track record. It is a sector generalist and past investments have included those in the business services, healthcare and softwa ...

  • Morson Talent

    Group Projects Governance and Investment Manager

    1 week ago

    Morson Talent Chester, United Kingdom Full time

    Job Title: Group Projects Governance and Investment Manager · Location(s) – · Capenhurst, CH1 6ER OR Stoke Poges, SL2 4JS (Hybrid) · Help us to make a world of difference · Urenco offers a rare expertise in enriching uranium for the civil nuclear industry. In fact, we are the o ...

  • Roke

    Investment Manager

    2 weeks ago

    Roke Trafford, Greater Manchester, United Kingdom

    As an Investment Manager you'll relish the chance to utilise your resilience whilst interacting with stakeholders at all levels, without having to compromise your integrity to deliver. You'll also be excited about opportunity to broaden your scope, building out an ecosystem that ...

  • Annular Group

    Investment Manager

    1 day ago

    Annular Group Manchester, United Kingdom

    Investment Manager / Wealth Portfolio Manager - North West · Basic Salary - £70,000 - £105,000 pa · Additional - Benefits + Comms · Working Engagement: Hybrid = 2 in Office vs. 3 at Home; or 1 vs. 4 · Company - UK based Independent Stockbroking Business · Annular Group have partn ...

  • Annular Group

    Investment Manager

    3 hours ago

    Annular Group Manchester, United Kingdom £70,000 - £105,000

    Investment Manager / Wealth Portfolio Manager - North West · Working Engagement: Hybrid = 2 in Office vs. Annular Group have partnered with a leading UK based Investment Management business that have a prestigious history as a market leader, and are entering their next phase of g ...

  • Think Legal Recruitment

    Investment Management Solicitor

    1 week ago

    Think Legal Recruitment Manchester, United Kingdom

    Real Estate Development & Investment Solicitor- Manchester · The real estate team in Manchesterhas a fantastic reputation and leads the field locally. The real estate practice across the firm is highly regarded and operates on some of the most high profile national and internati ...

  • pladis Global

    Project Investment Manager

    4 hours ago

    pladis Global Manchester, United Kingdom Full time

    Want to help us bring happiness to the world? Want to join an ambitious and fast growing global biscuits and confectionery business investing heavily in iconic global brands, infrastructure and people? Then this is the place for you. · As proud bakers and chocolatiers and custodi ...

  • Ortus PSR

    Paraplanner

    5 days ago

    Ortus PSR Alderley Edge, United Kingdom

    **Paraplanner** · **Location: Stockport** · **Salary: £30,000 - £40,000** · The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. · **Responsibilities* ...

  • Platinum Recruitment Group

    Assistant Accountant

    6 days ago

    Platinum Recruitment Group Wilmslow, United Kingdom

    **Assistant Accountant** · **Flexible working hours** · **£25,000 - £30,000** · **Wilmslow** · An excellent opportunity has come available for someone looking to progress and develop their career. You will be surrounded by a hard-working dynamic team in a business that offers som ...

  • Independent Resourcing Consultancy

    Independent Financial Adviser

    6 days ago

    Independent Resourcing Consultancy Alderley Edge, United Kingdom

    **Independent Financial Adviser**: · - Job Reference: 153 · - Date Posted: 21 February 2023 · - Recruiter: Independent Resourcing Consultancy · - Location: Alderley Edge · - Salary: £50,000 to £70,000 · - Sector: Financial Advisers · - Job Type: Permanent · - Contact: Jon Minns · ...

  • Burgh Recruitment Ltd

    Executive Assistant

    6 days ago

    Burgh Recruitment Ltd Wilmslow, United Kingdom

    **Executive Assistant** · **Location: Near Wilmslow** · **Salary: £30,000 - £45,000 Depending on Experience** · **Hours: Full time, In office** · **Working as part of the team at an Appointed Representative of St. James's Place Plc.** · An excellent opportunity has arisen for a p ...

  • Burgh Recruitment Ltd (Financial Services)

    Executive Assistant

    1 week ago

    Burgh Recruitment Ltd (Financial Services) Wilmslow, United Kingdom

    **Executive Assistant** · **Location: Near Wilmslow** · **Salary: £30,000 - £45,000 Depending on Experience** · **Hours: Full time, In office** · **Working as part of the team at an Appointed Representative of St. James's Place Plc.** · An excellent opportunity has arisen for a p ...

  • Independent Resourcing Consultancy

    Client Support Executive

    6 days ago

    Independent Resourcing Consultancy Alderley Edge, United Kingdom

    **Client Support Executive**: · - Job Reference: 158 · - Date Posted: 18 April 2023 · - Recruiter: Independent Resourcing Consultancy · - Location: Alderley Edge · - Salary: £20,000 to £25,000 · - Sector: Administration, Client Services · - Job Type: Permanent · - Contact: Jon Mi ...

  • Fearless Adventures

    Personal Assistant

    1 week ago

    Fearless Adventures Wilmslow, United Kingdom

    **Role**:Executive Assistant/Personal Assistant ? · **Com**pa**ny**:Fearless Adventures · **Industry**:Venture Capital/eCommerce · **Location**:Wilmslow with varying flex around remote working · **About Fearless Adventures** · At Fearless Adventures, we fearlessly invest and rapi ...

  • Platinum Recruitment Group

    Accounts Administrator

    1 week ago

    Platinum Recruitment Group Alderley Edge, United Kingdom

    Accounts Administrator · Alderley Edge · £27,000 · Excellent role for an accounts generalist who has worked for an SME and now wants to move into a larger, more established business. · The business is safe, secure, and stable - you will have the support of the rest of the finance ...