Wealth manager Work, Jobs in Speke, Msy (with Salaries)

Account Manager
Close Brothers —Manchester
- Full-time
- Hybrid work
- CRM software
- Customer service
- Analysis skills
Digital Manager (Shopify/PPC/SEO)
Shadow Foam Limited —Winsford
- £26,000 - £32,000 a year
- Full-time
- Sales
- Customer service
- In-person
- Annual leave
Quick apply
Deputy Information Governance Manager
Salford Council —Swinton
- £54,495 - £56,288 a year
- IT
- Leadership
6d
Graduate Financial Planning Programme 2026
Oakmere Wealth Management —Northwich
- £25,000 a year
- Full-time
- Bachelor's degree
- Mentoring
- Financial services
- Health & wellbeing programme
Quick apply
13d
Experienced Life Insurance Advisor - Office Based
Essential Insurance —Sale
- £35,000 - £75,000 a year
- Part-time
- Financial services
- In-person
- Time management
- Free parking
- Profit sharing
Quick apply
10d
Land Manager / Senior Land Manager - Warrington
Churchill Retirement PLC —Warrington
- Negotiation
- Employee assistance programme
- Referral programme
1d
Residential Service Manager
Salford Council —Salford
- £59,255 - £61,343 a year
- Hybrid work
- Leadership
12d
Regulatory Services Service Manager
Salford Council —Swinton
- £56,288 - £58,267 a year
- Leadership
Civils Construction CRE
AmcoGiffen —Warrington
- £55,000 - £70,000 a year
- Full-time
- Civil engineering
- Engineering
- Supervising experience
- Annual leave
Quick apply
2d
HR Advisor
K3 Advisory Group —Bolton
- £30,000 - £35,000 a year
- Hybrid work
- Microsoft Office
- Human resources
- Contracts
Quick apply
Attendance Officer
Salford Council —Salford
- £32,447 - £34,936 a year
- School
9d
Senior Clerks of Work
Salford Council —Swinton
- £50,269 - £53,460 a year
- Civil engineering
- Contracts
- Construction experience
Assistant Quantity Surveyor
AmcoGiffen —Warrington
- £32,000 - £42,000 a year
- Full-time
- Civil engineering
- Analysis skills
- Computer networking
- Life insurance
Quick apply
SEN Case Worker
Salford Council —Salford
- £29,540 - £31,537 a year
- Call to connect
- Care plans
Quantity Surveyor
AmcoGiffen —Warrington
- £51,000 - £70,000 a year
- Full-time
- Analysis skills
- Contracts
- Construction experience
- Life insurance
Quick apply
Nursery Office Manager Maternity Cover
Storal —Warrington
- £14 an hour
- Temporary
- Administrative experience
- Organisational skills
- IT
- Employee discount
- Sick pay
Quick apply
Senior Drainage Engineer: Highway Design
Salford Council —Swinton
- £47,181 - £50,269 a year
- AutoCAD
- Engineering
- Master's degree
Care Coordinator
Right at Home UK —Liverpool
- Up to £28,000 a year
- Full-time
- Microsoft Outlook
- Driving
- Organisational skills
Quick apply
Residential Childcare Worker - Waking Nights
Family Care Group —Liverpool
- Up to £25,389 a year
- Full-time
- Childcare
- No experience needed
- Care plans
Nursery Lunch Time Practitioner
Storal —Warrington
- £12.71 - £13.30 an hour
- Part-time
- Communication skills
- Sick pay
Quick apply

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Account Manager

Close Brothers -
Manchester

Apply Now

Job details

Full-time

Qualifications

CRM software
Customer service
Analysis skills
Relationship management
Customer support
Financial services

Full job description

OVERALL SUMMARY

At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

Join the Close Brothers Asset Finance team and help convert opportunities into successful lending outcomes. Supporting regional Sales teams, you will play a key role in progressing finance applications, coordinating credit submissions, undertaking initial due diligence checks, and working with colleagues across the business to move deals efficiently through the approval process.

Working as part of our centralised Account Management team in Manchester, you will build strong relationships with Sales colleagues and customers, helping to maintain momentum on new business opportunities while ensuring a high standard of accuracy and compliance. We're looking for someone who is organised, detail-oriented, and confident managing competing priorities. Previous experience in Asset Finance would be beneficial but is not essential.

RESPONSIBILITIES

Liaise with Credit and Operations functions plus customers, brokers and suppliers to solve proposal or deal documentation accuracy issues to enable timely customer outcomes
Act as a brand ambassador, promoting our company's values and maintaining a positive brand image at all times.
Create or support the construction of inbound proposals and perform any initial due diligence activities required
Engage with Customers, Brokers and Suppliers via telephone and email, providing outstanding support to address proposal related enquiries and to resolve issues
Understand the team business strategy, vision/mission and personal contribution to it.
Develop and maintain relationships with existing customers via telephone, emails, and on occasion face to face meetings.
Understand and comply with standard operating procedures to meet the Group’s Conduct Risk policies and the expectations of our regulators

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE/ARE:

The ability to communicate with both customers and colleagues at all levels of seniority and liaise effectively with other internal departments.
Proven experience in customer service, relationship management or a related role.
Proficiency in handling customer enquiries and resolving issues with a customer-centric approach.
A strong attention to detail.
Numerate and analytical ability.

IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE:

Familiarity with CRM software and other customer support tools
Good knowledge of Microsoft products
Previous knowledge of the Financial Services industry and in a similar customer facing role.

We are committed to providing an inclusive and accessible recruitment process. We recognise that candidates may have specific needs that require adjustments to ensure they have a fair and equal opportunity to demonstrate their skills and abilities. Candidates who require the job description or application form in an alternative format, or any other adjustments, are encouraged to email us at [email protected] or request a call back.

ABOUT US

At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working.

Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250.

To find out more about Close Brothers, please visit our careers page: https://www.closebrothers.com/careers

To find out more about life at Close Brothers:
https://www.closebrothers.com/life-close-brothers#374017299-899295541

To find out more about our benefits:
https://www.closebrothers.com/employee-benefits

To find out more about our commitment to creating an inclusive environment:
Our Responsibility - Diversity and inclusion ¦ Close Brothers Group

#LI-JN1 #LI-HYBRID #LI-CBAFL

At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.

We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.

We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.

Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.

Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down.

We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities.

Apply Now

Refine Your Search

wealth manager jobs in speke, msy

Account Manager

Digital Manager (Shopify/PPC/SEO)

Deputy Information Governance Manager

Graduate Financial Planning Programme 2026

Experienced Life Insurance Advisor - Office Based

Land Manager / Senior Land Manager - Warrington

Residential Service Manager

Regulatory Services Service Manager

Civils Construction CRE

HR Advisor

Attendance Officer

Senior Clerks of Work

Assistant Quantity Surveyor

SEN Case Worker

Quantity Surveyor

Nursery Office Manager Maternity Cover

Senior Drainage Engineer: Highway Design

Care Coordinator

Residential Childcare Worker - Waking Nights

Nursery Lunch Time Practitioner

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