Mitchell Hall Consulting

Wealth Planning Practice - Client Relationship Manager role My client is a Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting a Client Relationship Manager to join their Liverpool office. You'll be supporting the IFA Administrators, Financial Planners & Paraplanners, dealing with new business admin, client suitability letters, client queries/portfolio's and other aspects of financial services administration, making you a pivotal member of the team. A competitive salary package is on offer with this role, depending on experience (between 30,000 to 35,000) with Pension benefits, holiday entitlement, hybrid working & other benefits! Ideally you'll have experience within an IFA/Wealth office or Financial Services business, good knowledge of Financial products, such as Investments and Pensions, experience of new business admin, client relationship management and strong organizational skills would all be ideal, within this opportunity. The role is a full time, with hybrid working on offer. Click and apply ASAP, as a short list is being drawn up for interview!

Client Relations Manager role - leading IFA Wealth practice! Award winning, IFA Wealth practice in Hawarden, are looking to augment their successful Financial Planning team, by recruiting a Client Relations Manager, to join their office. You'll be supporting the team of Financial Planners with end to end management of the business process, preparing reports, documents, general admin support and deal with client queries - the role sits between IFA Admin and Paraplanning. A competitive salary is on offer with this role of up to 33k, depending on quals/experience, excellent benefits, career progression & hybrid working, post-probation, making this a sort after opportunity! Ideally you'll be a Paraplanner, looking to do less reports and more of other functions, or a Senior IFA Administrator, looking to progress. Ideally, you'll be studying to Level 4 Diploma, experienced with the likes of Intelligent Office, Cash Calc, FE Analytics etc and have a good attention to detail. Click and apply ASAP for this role, as my client is keen to secure the right candidate

Chartered Wealth Practice - IFA Administrator role My client is a Chartered IFA Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their office in Chester. You'll be supporting the Financial Planners & Paraplanners, dealing with new business admin, client suitability letters, client queries and other aspects of financial services administration, making you a pivotal member of the team. A competitive salary package is on offer with this role, depending on experience with Pension benefits, Holiday entitlement & CII funded exams, in this sought after opportunity! Ideally you'll have 2 years experience within administration in an IFA/Wealth office, experience with IO-Intelligent Office, Investment Platforms, good IT skills, organised within your work, & knowledge of IFA administration would be crucial, within this opportunity. The role is a full time, office based opportunity, for someone who wants to stay within the admin side for the near future, rather than a stepping stone to paraplanning, straight away! Click and apply ASAP, as a short list is being drawn up for interview!