paraplanner/client manager Jobs - 22795
Paraplanner
Titan Wealth Holdings Limited - HG31RY
Employment Type : Full-Time
About us The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other ...
Paraplanner
Titan Wealth Holdings Limited - BS16DZ
Employment Type : Full-Time
About us The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other ...
Paraplanner
WTW - EC3M7DQ
Employment Type : Full-Time
As a Paraplanner at WTW, you will collaborate closely with Advisers to support them in developing comprehensive financial plans for individual clients, covering both pension and non-pension assets. Your primary responsibilities will include producing high-quality reports and assisting the administration team as needed. The Role Drafting compliant suitability reports using templates where applicable. Preparing client portfolio review analysis. Co...
Paraplanner
Informed Financial Planning - HU130EG
Employment Type : Full-Time
Who is this for? This role is designed for someone with a strong work ethic who’s ready to put in the effort. At IFP, we set high standards because we’re dedicated to delivering our mission, vision and core values. We need someone who shares that commitment - someone who’s not afraid to roll up their sleeves and tackle challenges head-on. What is the 'official’ title for this role? Paraplanner Who do you report to? You’ll be reporting to the Sen...
Client Service Manager
Transact - EC4N7AE
Employment Type : Full-Time
Our Client Service Managers are the engine of our business. They are responsible for managing relationships with independent financial advisers whilst processing portfolio instructions within agreed timescales. This role is perfect for someone who thrives in a fast-paced environment, has experience in corporate customer service and takes pride in 'getting things right the first time’. The role offers great exposure to a wide variety of tax wrapp...
Client Services Manager
Compass Group UK - SW1Y5ES
Employment Type : Full-Time
Do you want to be part of an award-winning team? The winners of Strong Together in 2023, 2024 and 'Front of House Team of the Year' at the Cateys 2024 never stop growing. Now, we are looking for a Client Services Manager who will join our creative team and support us delivering the excellent service we are known for, in two client buildings based near Green Park, Piccadilly Circus and St. James's Park. The Client Services Manager will over...
Client Relationship Manager
QA - Slough
Employment Type : Full-Time
The role: Client Relationship Manager Location: Slough, Hybrid - 3 days in the office & 2 days at home Contract: Full time, 37.5 hrs per week Package: competitive base salary with an uncapped commission and incentive-based rewards Job purpose: You will join QA as a Client Relationship Manager; your focus will be to further grow your account base by prospecting for new business and nurture your existing customers using sales techniques gained...
Client Success Manager
Point 13 Media - PO175LF
Employment Type : Full-Time
We’re Point 13, a recruitment advertising and social media marketing agency that has proudly delivered a client-first service since 2006. We’re a small yet mighty team that collectively generated a turnover in excess of 6.8m in 2024. With over 300 active clients, we’re proud to work with a diverse portfolio spanning multiple industry sectors, from education and not-for-profit to SMEs and blue-chip companies. We promote a workplace where you can ...
Client Relationship Manager - Glasgow
QA - Glasgow
Employment Type : Full-Time
The role: Client Relationship Manager - Glasgow Location: Glasgow, Hybrid - 3 days in the office & 2 days at home Contract: Full time, 37.5 hrs per week Package: competitive base salary with an uncapped commission and incentive-based rewards Job purpose: You will join QA as a Client Relationship Manager; your focus will be to further grow your account base by prospecting for new business and nurture your existing customers using sales techni...
Internal Client Relationship Manager
Caroola - WA11RL
Employment Type : Full-Time
At Caroola, we are a leading group of brands specializing in umbrella payroll, CIS, accountancy, and tax services. Among our distinguished brands, Parasol stands out as a premier provider within the industry, offering first-class service to the Agile Workforce, including freelancers and contractors. With 20 years of experience as a leading umbrella payroll provider, Parasol has built an award winning reputation in the market. We are successfully...