2 Investment Management Jobs in the North West

K Salary (depending on experience) The Client A leading Investment Management company that offers a range of Investment Services and Financial Planning to Private High Net Worth Individuals The Role This is an exciting opportunity for an individual to be part of a team performing various administrative … support tasks in a Wealth Management environment. The Financial Planning Administrator will have financial planning/IFA client services experience and will provide a high level of support to a team of Financial Advisors. The Financial Planning Administrator will liaise and communicate successfully with external clients, internal key stakeholders … Insurance Companies and External Platform Providers, Investment Managers. The Financial Planning Administrator will provide support to assist the Financial Planning Team in reaching new business and provide support to the relevant Financial Adviser or Wealth Consultant in detailed research (quotes, product selection and existing product review) in preparation of more »

Account Manager Investment Management ** ** Salary between £30,000 - £40,000 ** ** Six Monthly Bonuses, up to £12.5%!! ** ** Location: Wilmslow/Hybrid ** NJR Recruitment are currently working in Partnership with a groundbreaking Investment Manager who has changed who has changed the way investors access and use Discretionary Fund Management. …/platform access Deliver Introductory presentations, Client Portal & process training where required Proactively create and manage daily IFA appointments to discuss the Tatton proposition, Investment updates and Investment process Assist with all daily incoming queries, calls and tasks managed by the TAM team ensuring support is delivered to more »