Wealth Manager salaries in Lytham, LAN

RQF Level 3 (CISI) qualification – desirable. Provide administrative support for account opening, client onboarding (including CDD/KYC), stock transfers and day…

£35,000 - £60,000 a year

Full, clean driving licence and access to transport. Meet with key references, including family members, birth children, and former partners, to gather a full…

Maximising every sales opportunity, including up-selling and cross-selling. Collaborating with warehouse and external sales teams to ensure smooth deliveries.

Full UK driving licence and access to a vehicle. Flexible working hours are required to meet the need of the service, and we will require a commitment to some…

£34,200 - £42,200 a year

A professional accountancy qualification – ACA/ACCA or equivalent, newly qualified or part qualified considered.

Customer service – answering telephone calls and emails and dealing with queries and complaints. Tasks will include planning workload (self-assessment tax…

£20,000 - £25,000 a year