Wealth planning Work, Jobs in Manchester, Eng (with Salaries)

Financial Planning Client Administrator
Evelyn Partners —Manchester
- Full-time
- Organisational skills
- IT
- In-person
Quick apply
10d
Wealth Planning Director
Schroders —Manchester
- Full-time
Procurement Officer
Salford Council —Salford
- £36,363 - £39,152 a year
- Customer service
- Communication skills
4d
Scheduling Team Leader
BPP Holdings —Manchester
- £30,000 - £32,000 a year
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Mentoring
- Annual leave
- Employee discount
9d
After care worker
Salford Council —Salford
- £32,597 - £35,412 a year
- Communication skills
1d
IFA Administrator / Paraplanner (IFA Firm)
Ernest Gordon Recruitment Limited —Manchester
- £45,000 - £55,000 a year
- Work from home
1d
Scheduler
Pennington Choices Ltd —Warrington
- £26,227.50 - £27,500.00 a year
- Full-time
- Hybrid work
- Health & wellbeing programme
- Annual leave
Paraplanner
Mattioli Woods —Stockport
- Full-time
- Hybrid work
- Financial services
- Communication skills
Employee Benefits Administrator
K3 Advisory Group —Manchester
- Hybrid work
- Microsoft Office
- Organisational skills
- IT
Quick apply
Pension Administrator
Recruit Wealth —Sale
- £26,000 - £28,000 a year
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Organisational skills
15h
Client Investment Specialist (Portfolio Manager)
Quintet Private Bank —Manchester
- English
- Construction
High Net Worth Underwriter
Together —Cheadle
- Full-time
- Tax experience
Quick apply
Mental Health Social Worker
Salford Council —Salford
- £39,152 - £50,269 a year
5d
Paraplanner
Eventus Recruitment Group —Knutsford
- £45,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Office
- Financial services
1d
Vice President, OPS Business Planning and Analysis
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Data analysis skills
- SQL
- Bachelor's degree
Trust Manager - Private Wealth
JMW Solicitors —Manchester
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Tax experience
Quick apply
Business Advisory Manager
Leonard Curtis —Manchester
- Full-time
- Hybrid work
- Microsoft Outlook
- Microsoft Office
- SQL
- Health & wellbeing programme
- Annual leave
Quick apply
Year in Industry Placement - NW&C
Octavius Infrastructure —Manchester
- Full-time
- Civil engineering
- Engineering
- Electrical Engineering
Family Support Worker / Administrator
The BigLife Group —Manchester
- £28,142 a year
- Full-time
- School
- Annual leave
- Employee discount
3d
Residential Care Practitioner (Children's)
Kirklees Council —Kirklees
- Part-time
- Travel
- Communication skills

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Financial Planning Client Administrator

Evelyn Partners -
Manchester

Quick apply

Job details

Full-time
10 days ago

Benefits

Company pension
Private medical insurance

Qualifications

Financial planning
Pension
Organisational skills
IT
Communication skills

Full job description

Company Description

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Job Description

This role is being advertised to build a talentpool for upcoming and future opportunities within our team. By applying, your details will be reviewed and kept on file, and a member of our recruitment team may contact you to discuss further about future opportunities with us.

What will you be doing?

The Client Administrator will join our Client Admin Financial Planning team in Manchester, you will be responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience.

What's in it for me?

As a Client Administrator at Evelyn Partners you will be supported to grow personally and professionally, you will have access to a structured training program offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, we also have a team of experienced Investment Managers and Financial Advisers which you will have the opportunity to collaborate with and learn from.

Hybrid working pattern

This role will require full time in office through probation period and will then move onto our smart working pattern of 3 days in office and 2 days working from home.

As a Client Administrator, your responsibilities will include among others:

To work closely with the aligned Financial Planners and to deliver excellent client outcomes.
To build relationships with clients and maintain regular contact.
Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.
Preparation of meeting packs and valuations (as required)
Maintain back-office systems and client records in line with the company policies.

Qualifications

To be successful in this role, you should

Proven experience working within Financial Planning / Wealth Management is essential
Experience working within a client support / financial planner support role is essential
Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds etc.
An ambition to build a career within financial services firm, with a willingness to learn and develop
A strong ethic of client service
Studying towards an accredited Level 4 qualification preferred but not essential
Strong (verbal and written) communication skills with an ability to build relationships
The ability to fully plan workload and display excellent organisational skills

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependant)
Generous holiday package
Option to purchase additional holiday
Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

Quick apply

Refine Your Search

wealth planning jobs in manchester, eng

Financial Planning Client Administrator

Wealth Planning Director

Procurement Officer

Scheduling Team Leader

After care worker

IFA Administrator / Paraplanner (IFA Firm)

Scheduler

Paraplanner

Employee Benefits Administrator

Pension Administrator

Client Investment Specialist (Portfolio Manager)

High Net Worth Underwriter

Mental Health Social Worker

Paraplanner

Vice President, OPS Business Planning and Analysis

Trust Manager - Private Wealth

Business Advisory Manager

Year in Industry Placement - NW&C

Family Support Worker / Administrator

Residential Care Practitioner (Children's)

I want to receive the latest job alerts for wealth planning in manchester, eng

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