Financial Planner - Bangor, Gwynedd, United Kingdom - Resource Matters Ltd

Client Administrator

3 weeks ago

**Career** · If you are looking for a role where in 2 years time you could move to paraplanning or into management then this is for you. We're a growing wealth management firm that believes in building the best client service in the business. For self-motivated people, show us wh ...

Project Support Officer

3 weeks ago

One of the UK's most established market leading research organisations based in Bangor has an opportunity for an experienced Project Support Officer. This independent, not-for-profit research centre has a fantastic reputation, and prides itself on providing a quality service to i ...

Senior Material Planner

2 weeks ago

Reflexallen Group, multinational company with several plants around the world and headquarters on the hills of Guiglia (Modena-Italy), international leader of design, development and production of Automotive components, is looking for a Senior Material Planner to join our busy pl ...

Financial Adviser

2 days ago

Financial Services · North Wales · 26/07/2023 · Type of Position: Financial Adviser (Qualified) - North Wales · Pay: £30k + Bonus · **Financial Adviser (Qualified) - North Wales**: · **Responsibilities** · - Provide strategic advice across a variety of financial products and serv ...

Ifa Administrator

1 day ago

We are looking for an experienced IFA Administrator to join our team and provide administrative support to Financial Planners. · **Responsibilities**: · - Managing adviser's pipeline · - Submitting new business · - Chasing pipeline business · - Letters of authority · - Creating v ...

Ifa Administrator

1 day ago

Exciting IFA Administrator Opportunity · - Small intimate firm · **About Our Client**: · This business has been established for around 15 years and is consistently going from strength to strength. The business has grown over the years through recommendations and great service. Th ...

Ifa Administrator

17 hours ago

Exciting IFA Administrator Opportunity · - Small intimate firm · **About Our Client**: · This business has been established for around 15 years and is consistently going from strength to strength. The business has grown over the years through recommendations and great service. Th ...

Financial Advisor

5 days ago

Job DescriptionQuilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. · We believe in face-to-face ...

Client Manager

1 week ago

Salary/Rate: Competitive starting salary + pay rises related to exam passes · You might not want to be a financial planner but that doesn't mean you don't enjoy working with clients. · But all too often people aren't trusted with client relationships. You might take the odd cal ...

Client and Advisor Support

1 week ago

Client & Adviser Support · Based – St. Asaph · Salary - £25k - £29k pa · Purpose To provide full comprehensive support to assigned Financial Planners and assist them in achieving individual, Hub (office) and company targets. · Key Accountabilities · ● Maintain strong relationship ...

Leaders Office Manager

1 hour ago

Administration Team Manager · Looking to develop your career in the Financial Planning sector? · Siamo Recruitment are currently looking for an Administration Team Manager on a permanent, full-time basis, located in the County of Denbighshire, North Wales · Managing a small, dedi ...

Administration Team Manager

11 hours ago

Administration Team Manager · Looking to develop your career in the Financial Planning sector? · Siamo Recruitment are currently looking for an Administration Team Manager on a permanent, full-time basis, located in the County of Denbighshire, North Wales · Managing a small, dedi ...

Client Support Team Manager

6 days ago

Our client is looking for a Team Manager to help manage a team of 4-8 FTE. · To provide clear and effective supervision and leadership to the Client and Adviser Support team, to ensure Financial Planners are fully supported with new business submissions and back-office administr ...

Client Administrator

1 week ago

Our client is looking for a Client Administrator to join their team, working at their St Asaph office on a hybrid basis. Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitab ...

Client Support Team Manager

4 days ago

Our client is looking for a Team Manager to help manage a team of 4-8 FTE. · Check below to see if you have what is needed for this opportunity, and if so, make an application asap. · To provide clear and effective supervision and leadership to the Client and Adviser Support team ...

Client Administrator Team Leader

1 week ago

Our client is looking for a Client Administrator Team Leader to join their team. You will be line-managing a team of Wealth Client Administrators in a way that supports delivery of service excellence at all times. As the Team Leader, providing crucial support to our Financial Pla ...

Administration Team Manager

9 hours ago

Administration Team ManagerLooking to develop your career in the Financial Planning sector? Siamo Recruitment are currently looking for an Administration Team Manager on a permanent, full-time basis, located in the County of Denbighshire, North Wales Managing a small, dedicated t ...

Lead Customer Service Officer

1 week ago

You will be line-managing a team of Wealth Client Administrators in a way that supports delivery of service excellence at all times. As the Team Leader, providing crucial support to our Financial Planners, ensuring they and their clients receive outstanding service. Your remit wi ...

Client Administrator

1 week ago

Type of Position: Client Administrator · Pay: £25k - £30k · Client Administrator - St Asaph · Our client is looking for a Client Administrator to join their team, working at their St Asaph office on a hybrid basis. Working in collaboration with Financial Advisers and other col ...

Client Administrator Team Leader

1 week ago

Type of Position: Client Administrator Team Leader - St Asaph · Pay: £30k - £40k · Our client is looking for a Client Administrator Team Leader to join their team. You will be line-managing a team of Wealth Client Administrators in a way that supports delivery of service excell ...