3 product manager jobs found

Formed in the 1980's to provide independent wealth management advice and a bespoke service for both individual and corporate clients around the world due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, require an experienced IFA Administrator. You will provide full support to the Consultants and Paraplanners ensuring that all the relevant information is obtained from clients and work with the Paraplanners to produce detailed suitability reports. You will make sure that all client correspondence is to the highest accuracy and that all information is managed in line with the firm's compliance policy. You will focus on Retirement Planning, Investments, Tax and Estate Planning. You must possess technical knowledge covering Pensions and Investments and have experience of administration, business processing and annual reviews. experience of suitability reports would be beneficial. Progress with professional qualifications is...

Financial Planning Administrator - Broadway near Evesham (Hybrid) A well-established national IFA firm is seeking an experienced Financial Planning Administrator to join its growing Wealth Planning team based in Broadway near Evesham. The Role You will provide comprehensive administrative support to a team of Independent Financial Advisers, helping to ensure the smooth and efficient delivery of financial planning services to clients. Key responsibilities include: Processing and managing Letters of Authority Preparing client valuations and quotations Processing and tracking new business applications Chasing providers and following up on outstanding cases Producing client review packs and supporting annual reviews Liaising with clients, advisers and product providers Maintaining accurate client records and ensuring regulatory compliance Requirements To be considered for this position, you should have: Previous experience as a Financial Planning Administrator within...

Employee Benefits Administrator - Group Risk Manchester Hybrid Working (3 Days Office / 2 Days Home) Salary: Up to £36,000 + Benefits A highly regarded wealth planning and employee benefits consultancy is seeking an experienced Employee Benefits Administrator to join its growing team in Manchester. This is an excellent opportunity for an administrator with experienc e in Group Risk who wants to join a supportive and professional firm offering long-term career development, hybrid working, and exposure to a diverse portfolio of corporate clients. The Role Working closely with Employee Benefits Consultants, you will provide comprehensive administration support across a range of Group Risk schemes, including: Group Life Assurance Group Income Protection Group Critical Illness Excepted Group Life Your responsibilities will include: Processing new business and scheme renewals Preparing quotations and market review documentation Liaising with insurers and providers...