One of the UK's leading providers of pension consultancy and wealth management are now seeking experienced SSAS & SIPP individuals to join their Leicestershire base. My client have an enviable position in the market place having grown from a small number of people to employing in excess of 200 staff throughout the UK including London. As an experienced SSAS/SIPP Portfolio Manager you will manage a portfolio of HNW and SME's clients where you will build up a long term client relationship by being a vital contact between the client and the Consultant.
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A new position for an experienced and qualified Senior Paraplanner/Manager has been created to work with an award winning Chartered Financial Planners based in the South Leicestershire area who are Independent and have a highly successful advisory and discretionary investment management service which works closely with their Accountancy arm. The purpose of the role is to work very closely with the Operations Director and assist with the day to day management of the team, systems and compliance functions.
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A new vacancy has arisen within a financial services provider in York for a Wealth Management Administrator. You must have relevant pensions and investment experience and ideally hold the FPC or equivalent.
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An International Financial Services organisation are seeking an experienced Financial Services Sales Support Administrator to join their Leeds City Centre Financial Services Divisional team. The position is a 12 month contract to cover maternity cover. There is a possibility that the role maybe become permanent due to potential further demands within in the business however this can not be guaranteed. The purpose of the role will be to; Work very closely with the Financial Services Manager and team members, administer new and existing business covering cover Life, Pensions and Investments; liaise with various departments, third parties and clients on a day to day basis to ensure the application process runs smoothly; obtain quotations and illustrations; ensure client files are compliant and in order; any other administration duties as and when required. This is an excellent opportunity to work for a truly exciting and forward thinking International Financial Services organisation with an enviable reputation worldwide. They also pride themselves in looking after their employees by offering an excellent benefit package and holiday entitlement.
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