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Liaising with clients and internal teams to provide a. Offices Near Watford | Up to £40,000 | Full-Time or Part-Time | Office Based.

Client Manager North Wales Competitive Salary + Excellent Benefits + Career Development Join One of the Region's Most Established and Respected Financial Planning Firms An exceptional opportunity has arisen to join a highly regarded, long-established financial planning practice that has built an enviable reputation for delivering outstanding advice and service to clients across North Wales, Cheshire, the North West and beyond. For decades, the firm has been trusted by business owners, entrepreneurs, senior professionals, high-net-worth individuals and families to provide sophisticated, holistic financial planning advice. As the business continues to grow, they are seeking an ambitious and client-focused Client Manager to become a key member of their professional and supportive team in St Asaph. This is far more than a traditional financial planning administration role. It is an opportunity to become a valued part of the client journey, working closely with highly experienced advisers and playing a pivotal role in maintaining the exceptional standards of service upon which the firm has built its reputation. The Opportunity You will work alongside a team of experienced Financial Planners, acting as a trusted point of contact for clients and helping to deliver a first-class client experience from initial enquiry through to ongoing servicing. The role offers a high level of client interaction and relationship management, allowing you to build meaningful, long-term relationships with clients whose financial affairs are often complex, varied and rewarding to work with. Key responsibilities will include: Acting as a primary point of contact for clients and maintaining exceptional service standards. Coordinating annual reviews and ongoing servicing requirements. Managing the implementation of financial planning recommendations. Obtaining information and valuations from providers. Liaising with advisers, paraplanners and third parties to progress client cases efficiently. Preparing documentation and ensuring client records remain accurate and compliant. Supporting advisers before and after client meetings. Delivering a smooth, professional and highly personalised client experience throughout the advice process. A Truly High-Quality Client Base One of the standout features of this opportunity is the calibre of clients you will work with. The firm advises: High-net-worth individuals and families Business owners and entrepreneurs Company directors and senior professionals Trustees and retirement planning clients Individuals with complex investment, pension and estate planning requirements As part of a wider professional services network, the business benefits from a consistent stream of referrals and introductions, creating exposure to a quality of client rarely available within many traditional financial planning firms. Genuine Career Progression The business is passionate about developing talented individuals and has an excellent track record of promoting from within. For ambitious professionals seeking a long-term career in financial planning, there are genuine opportunities to progress into: Senior Client Manager positions Team leadership and management Paraplanning Adviser support and adviser shadowing Financial Planning and Advisory roles Professional qualifications are actively supported, and you will be encouraged to continue developing your technical knowledge and career ambitions. About You We are keen to speak with individuals who are passionate about client service and building a career within financial planning. You may currently be working as: Client Manager Client Relationship Manager Client Services Executive Financial Planning Administrator Senior IFA Administrator Wealth Management Administrator Mortgage or Banking Professional with strong client relationship experience Most importantly, you will possess excellent communication skills, strong organisational ability, a proactive approach and a genuine desire to provide outstanding client service. Why This Opportunity? Join one of the most respected financial planning firms in the region. Work with a prestigious and highly varied client base. Be part of a collaborative, professional and supportive team. Enjoy genuine long-term career progression opportunities. Receive support towards professional qualifications and ongoing development. Build a rewarding career within a business that genuinely invests in its people. If you are looking for a role where you can develop professionally, work with exceptional clients and become part of a highly regarded financial planning business, we would be delighted to hear from you. TPBN1_UKTJ

Project Manager Placement Programme - No Experience Required Our training will help you kick-start a new career in Project Management. We are recruiting for companies who are looking to employ our Project Management Traineeship graduates to keep up with their growth. The best part is you will not need any previous experience as training will be provided. You will also have the reassurance of a job guarantee upon completion of the training courses. Whether you are working full time, part time or unemployed, this package has the flexibility to be completed at a pace that suits you. The traineeship is broken down into 3 easy steps, which can be finished in as little as 12 weeks: Step 1 - Online Training The first step is completing a selection of professional, accredited and industry recognised Project Management courses by including Prince2 & Agile. The training is delivered via multimedia rich video tutorials, presentations and quizzes through a portal that you study from home. Step 2 - Practical Training Now that you have learned all the theory it’s time to start applying that into practice so that you have the required experience to start within the industry. Our expert Project Manager tutor will provide you with 2 case scenarios for you to complete that will be based on real-world situations. You will be provided with the required guidance and support from your tutor so that you can successfully complete your projects which will be later added to your CV. Step 3 - Official exams At this final stage, we will prepare you to take your official Prince2 & Agile Foundation exams. The exams can be taken at one of the approved test centres across the UK or online conveniently from your own home. Guaranteed Job Placement At this point you will have fully completed our Project Management Traineeship and be ready to start work. Through our range of partnerships throughout the UK with Project Management organisations, we are able to place you into an entry level role within your local area. You will be working as either a Project Coordinator or Project Administrator. We guarantee you will be offered a job upon completion or we will refund you 100% of your course fees back. At a one off cost of £1499, or 13 interest free monthly instalments of £130, this represents a great opportunity to start a rewarding career in Project Management and have a real career ladder to start climbing. If you are not offered a role at the end of the training we will refund 100% of your course fees. Read through the information? Passionate about starting a new career? Apply now and one of our friendly advisors will be in touch. 'Please note that this is a training course and fees apply

Are you an experienced St. James’s Place Client Services Administrator looking for a role where you can develop your career, gain professional qualifications, and progress within a growing wealth management practice? A highly respected St. James’s Place Wealth Management practice near Watford is expanding and is looking to appoint an experienced Client Services Administrator to join its supportive and collaborative team. This newly created role offers genuine long-term career opportunities, with clear progression into Paraplanning, Practice Management, or Financial Advice. The Role Working closely with Financial Advisers and the wider administration team, you’ll play a key role in delivering an exceptional client experience while ensuring the smooth day-to-day running of the practice. Your responsibilities will include: • Providing high-quality client services and administrative support to Financial Advisers., • Coordinating client review meetings from preparation through to completion., • Processing new business applications and ongoing servicing requests., • Maintaining accurate client records, including CFR updates., • Liaising with clients, providers and advisers to ensure efficient case progression., • Supporting and sharing knowledge with less experienced members of the team., • Helping to maintain efficient internal processes and service standards. About You To be successful in this role, you’ll have: • Previous experience working within a St. James’s Place practice (essential)., • A minimum of 12 months’ experience in a financial services administration role., • Experience using Salesforce and/or iBusiness., • Excellent organisational skills and strong attention to detail., • The ability to prioritise a varied workload in a busy environment., • Excellent communication and client service skills., • RO qualifications are not essential, as full study support will be provided. What’s on Offer? • £30,000 - £35,000 basic salary., • Discretionary annual bonus., • 25 days’ annual leave plus bank holidays., • Additional time off over the Christmas period., • Full study support towards Level 4 Diploma (RO qualifications)., • Clear, structured career progression., • A supportive, friendly and growing practice with excellent long-term opportunities. If you’re looking for your next step within St. James’s Place and want to join a business that genuinely invests in its people, we’d love to hear from you

Accounting & Finance Placement Programme - No Experience Required Our training will help you kick-start a new career in Accounting & Finance. We are recruiting for companies who are looking to employ our Accounting Traineeship graduates to support their continued growth. The best part is, you will not need any previous experience as full training will be provided. You will also have the reassurance of a job guarantee upon completion of the training programme. Whether you are working full time, part time or currently unemployed, this package has the flexibility to be completed at a pace that suits you. The traineeship is broken down into 3 simple steps and can be completed in as little as 3-6 months. Step 1 – Online Training The first step is completing the AAT level 2 & 3 courses. You will study core bookkeeping and accounting principles through multimedia-rich video tutorials, presentations and quizzes via an online portal that can be accessed from home. The course includes training towards recognised AAT qualifications, helping you build the knowledge employers are actively looking for within the accounting industry. Step 2 – Practical Training Now that you have learned the theory, it’s time to put your new skills into practice. You will complete practical bookkeeping and accounting exercises designed around real-world business scenarios. Step 3 – Official Exams At the final stage, we will prepare you to sit your official AAT exams. Exams can be taken online or at one of the approved exam centres across the UK. Guaranteed Job Placement Once you have completed the Accounting Traineeship, our recruitment support team will help place you into an entry-level accounting role within your local area. You could work in positions such as: Accounts Assistant Finance Administrator Bookkeeper Payroll Assistant * Purchase Ledger Clerk Through our employer network across the UK, we guarantee you will be offered a role upon completion of the programme or we will refund 100% of your course fees. At a one-off cost of £1,499, or 13 interest-free monthly instalments of £130, this represents a fantastic opportunity to start a rewarding new career in Accounting & Finance with real long-term progression opportunities. Read through the information? Passionate about starting a new career? Apply now and one of our friendly advisors will be in touch. Please note that this is a training course and fees apply