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Trainee Account Manager Our client brings businesses together with communications tech in new and unexpected ways, making their clients more accessible, more productive and more profitable. Working primarily with mid to large-sized UK enterprises, they're recognised leaders within their space. In the last year they've experienced an exciting period of growth and have doubled in size, creating lots of opportunities! You'll join a team where there is a great scope for progression, from Trainee to Senior Account Manager and perhaps even a business leader with us in the future! Trainee Account Manager Package: • A competitive basic salary of £33k, • Y1 OTE of £35k!, • Comprehensive support and training - both internal and external, • Excellent scope for progression, earning potential, professional and personal development, • Regular socials in a welcoming, inclusive atmosphere and regular charity events, • Incentive company holidays in the snow and sun!, • Lucrative incentive and bonus schemes, • Pension Trainee Account Manager Role: • Obtain a comprehensive working knowledge of their offering and the marketplace they operate within, • Support senior account managers with up and cross selling into larger accounts, • Independently manage and sell to lower spend accounts, • Develop relationships, rapport and new streams of business with new clients via prospecting, LinkedIn and strategic e-mails, • Develop an understanding of their customers, their needs and sell back to them articulately with the correct solution, • After 9-12 months, you'll start going out and meeting clients on a face to face basis - directly engaging with customers and taking ultimate responsibility for business relationships Trainee Account Manager Requirements: • Educated to degree level, • Possess exceptional communication and interpersonal skills, • Strong commercial awareness, • Self-motivated, with a strong desire to succeed, • Ambitious and determined Grab your fast pass! Want to skip the queue? Once you click 'Apply', be sure to follow the link to Sapia AI sent straight to your email. This 15-minute text chat replaces weeks of boring job applications and puts you directly in front of top companies hiring right now. How does it work? No CV needed right now - just a simple text chat for 15 minutes. Instant feedback - get your personalized "Sales DNA" profile immediately. Fast-track your career - secure your seat at our next Live Assessment Day. Hit apply below, check your inbox, and fast-track your career! Candidates must be eligible to live and work in the UK.Pareto values diversity and promotes equality. No terminology in this advert is intended to discriminate against any of the protected characteristics that fall under the Equality Act 2010. We encourage and welcome applications from all sections of society and are more than happy to discuss reasonable adjustments and/or additional arrangements as required to support your application. If you require this job specification or to apply in an alternate format, please visit the Pareto website.

Advisor Client Suppport An excellent opportunity to join a well respected Wealth Planning business based in Alderley Edge. You will be responsible for day-to-day administration involved in servicing clients and writing new business. You will will work closely with a financial planner and associate financial planner to service a defined client bank. Duties Include: Ensuring that all company processes are adhered to. Ensuring that all communications are recorded and indexed in the document management system (SharePoint) Ensuring immaculate and up-to-date records on the back-office system (Curo) Managing and maintaining a task list within Curo and Outlook. New business processing, completing forms and submitting to financial product providers. Producing valuations Production of Annual Planning Meeting (APM) preparation pack. General administration and processing. You must have strong attention to detail and proven experience within a Financial Advisory Firm. #wealth management #Financial planning #Financial admin...

We are recruiting on behalf of our client, for a highly organised legal secretary to join their busy private client team in Macclesfield. The role is part-time, working 22-30 hours per week. This is an excellent opportunity to work alongside specialists on a broad range of wills, probate, estate administration, LPAs, and related private client matters, supporting high quality work and helping to deliver an exceptional client experience. Key responsibilities: Provide secretarial and administrative support to the private client team, ensuring all work is produced accurately and in line with firm standards. Act as the first point of contact for new enquiries by phone and via the firm’s website, handling clients with professionalism, empathy, and discretion. Manage file administration (paper and electronic), including opening, closing, storing, retrieving, and maintaining client records in accordance with internal procedures and compliance requirements. Prepare and format legal documents, including correspondence, forms, probate papers, and other private client documentation; audio and copy typing to a high standard. Support the progression of matters by understanding key legal timelines, procedural requirements, and ensuring documents meet required standards. Assist with diary management, scheduling appointments, preparing meeting packs, and coordinating client communications About you: * Pr...

Our client is a very well respected Chartered Financial Planning firm in Alderley Edge, they are currently recruiting an experienced IFA Administrator to deal with day-to-day administration involved in servicing clients and writing new business. A large and very important part of this role is to ensure that electronic records are immaculate and up to date, which allows our client to deliver a first-class financial planning service to clients. The IFA Administrator will work closely with a financial planner and associate financial planner to service a defined client bank. Main Responsibilities The job role is varied but the principal responsibilities are as follows: • Ensure that all company processes are adhered to. • Ensure that all communications are recorded and indexed in the document management system (SharePoint) • Ensure immaculate and up-to-date records on the back-office system (Curo) • Manage and maintain a task list within Curo and Outlook. Thorough notes added to track progress. • New business processing, completing forms and submitting to financial product providers. • Producing valuations • Production of Annual Planning Meeting (APM) preparation pack. • General administration and processing. • Ask if not certain about anything – accuracy is crucial, so it’s better to take more time Knowledge & experience Ability to demonstrate ownership & indep...

Associate Financial Planner Are you an experienced Paraplanner or Associate Financial Planner looking to take the next step in your career with a highly respected financial planning firm? We're seeking a technically strong and client-focused Associate Financial Planner to join our growing team. This is an excellent opportunity to work closely with Financial Planners, helping deliver exceptional advice and outstanding client experiences. In this role, you'll become a trusted partner to both advisers and clients, supporting the full financial planning process from meeting preparation through to implementation and ongoing client service. You'll be involved in cashflow modelling, technical research, report writing and maintaining meaningful client relationships between annual reviews. What you'll be doing Supporting Financial Planners with client meeting preparation and follow-up Producing high-quality suitability reports and client communications Maintaining accurate financial planning and cashflow modelling records Attending client meetings and providing technical input where appropriate Acting as a key point of contact for clients and professional connections Identifying planning opportunities and helping deliver excellent client outcomes What we're looking for Experience in a paraplanning, associate planner or financial planning support role Strong technical k...