Heat RecruitmentWest Bromwich, 8 mi from Dudley (West Midlands)
Investment Manager/Director – Worcester, Cirencester & Bristol
Make your application after reading the following skill and qualification requirements for this position.
Basic to £90,000 plus bonus and full package
Company
A highly regarded...
Graduate financial recruitmentBirmingham, 9 mi from Dudley (West Midlands)
investment opportunities.
Supporting senior team members in deal execution and transaction management.
Developing strong relationships with clients and other stakeholders.
Requirements:
Bachelor's degree in Finance, Economics, or a related field.
Strong...
Camino SearchBirmingham, 9 mi from Dudley (West Midlands)
on the lookout for a dynamic investment manager to join its team.
This role offers the chance to engage deeply with the firm's investment processes, spanning from initial analysis to the strategic management of investment assets.
Core Functions: Investment...
Heat RecruitmentBirmingham, 9 mi from Dudley (West Midlands)
Senior Discretionary Investment Director (Private Client) North of England Basic to £130,000 plus excellent new business and bonus Company A well respected and expanding Wealth Management firm are looking to grow their team of Investment Directors...
The Green Recruitment CompanyBirmingham, 9 mi from Dudley (West Midlands)
UK/EU timezone).
The role: Prepare, execute and steer due diligence processes for investment opportunities Work with the BD team to identify investment/origination opportunities Crucial input for the valuation of investment opportunities...
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Client Servicing Administrator
Dudley | Permanent | www.cv-library.co.uk |
Client Servicing Administrator
Location: Annitsford, Cramlington
Salary: Competitive with excellent benefits and bonus
Hours: Full Time
An excellent opportunity has arisen for a proactive and resourceful Client Servicing Administrator to join the team at Sleight Wealth Management Ltd, who are a well-established and successful Partner Practice of St. James’s Place Plc. (SJP)
Ideally you will have been working in Financial Services and have a good all-round knowledge which you are looking to expand and develop.
The Role: Client Servicing Administrator
As part of a fast-paced team, you will be responsible for liaising with existing clients to schedule review meetings in line with the Client Servicing requirements.
• You will be making appointments for the Partners and Advisors, and preparing reports and associated documentation
• You will be dealing with a wide variety of administrative tasks so will need time management, organisational and planning skills
• You will be managing the database of clients and the diaries of the Partner and Advisors
• You also will help to plan and deliver on various marketing activities for the Practice.
The Person: Client Servicing Administrator
This is an interesting and challenging role that would suit a confident, resilient, and professional individual who enjoys using their initiative and someone who has a positive, sales orientated working style
• You will enjoy a client facing role and have the ability to build rapport swiftly
• You will need excellent written communication skills; and a broad experience of Microsoft Office (Outlook, Word, Excel)
• You’ll be a self-starter and with the ability to work with little or no supervision, and a creative approach to problem solving.
• It is essential that you are confident in dealing with third parties and can work with total discretion
St. James’s Place plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High-Net-Worth client base. SJP has funds under management in excess of £168bn.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment
Location: Annitsford, Cramlington
Salary: Competitive with excellent benefits and bonus
Hours: Full Time
An excellent opportunity has arisen for a proactive and resourceful Client Servicing Administrator to join the team at Sleight Wealth Management Ltd, who are a well-established and successful Partner Practice of St. James’s Place Plc. (SJP)
Ideally you will have been working in Financial Services and have a good all-round knowledge which you are looking to expand and develop.
The Role: Client Servicing Administrator
As part of a fast-paced team, you will be responsible for liaising with existing clients to schedule review meetings in line with the Client Servicing requirements.
• You will be making appointments for the Partners and Advisors, and preparing reports and associated documentation
• You will be dealing with a wide variety of administrative tasks so will need time management, organisational and planning skills
• You will be managing the database of clients and the diaries of the Partner and Advisors
• You also will help to plan and deliver on various marketing activities for the Practice.
The Person: Client Servicing Administrator
This is an interesting and challenging role that would suit a confident, resilient, and professional individual who enjoys using their initiative and someone who has a positive, sales orientated working style
• You will enjoy a client facing role and have the ability to build rapport swiftly
• You will need excellent written communication skills; and a broad experience of Microsoft Office (Outlook, Word, Excel)
• You’ll be a self-starter and with the ability to work with little or no supervision, and a creative approach to problem solving.
• It is essential that you are confident in dealing with third parties and can work with total discretion
St. James’s Place plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High-Net-Worth client base. SJP has funds under management in excess of £168bn.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment
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