financial planning client administrator Jobs - 851

NJR Recruitment - Macclesfield

Employment Type : Full-Time

Financial Planning Administrator Macclesfield Salary 25,000 - 28,000 NJR Recruitment is representing a highly regarded and National Firm of Independent Financial Planners based in the Macclesfield area. Our Client holds an excellent reputation in the industry and provides Independent Wealth Management advice to both private clients and business owners. Due to internal progression, an exciting, and newly created opportunity is now available to jo...

Exchange Street Claims & Financial Services - S12BP

Employment Type : Full-Time

Some companies take retaining their staff seriously. They're more walk than talk. Take this firm. They're an acquisitive, growing financial planning business. And as they grow so do the opportunities they can offer their employees. People like you. We've worked with them on a range of positions. And a common theme has been that vacancies have arisen because of internal promotion, or they've invested in a trainee. Or if there is no short-term pro...


CB3 Associates Ltd - Leeds

Employment Type : Full-Time

The Company : A high-performing Partner Practice level SJP firm based in Central Leeds looking to add an industry experienced Financial Services Administrator to their adviser support team. Office Location: Central Leeds Hybrid/Home Working: No - 100% office-based Package: 25-28k base annual bonus and full company benefits: 25 days holiday stats, 5% pension, 2xDIS Private & Medical Insurance; plus a 35pm wellbeing allowance Bonus: Highly rew...

CB3 Associates Ltd - Chesterfield

Employment Type : Full-Time

The Company: Family-feel IFA firm based in Chesterfield looking to add an experienced, private wealth focused Financial Services Administrator to their small, consultative focused Adviser Support team: Office Location: Chesterfield Hybrid/Home Working: 100% office-based Package: 25-28k base discretionary bonus & full company benefits Key Benefits: 3% Pension Scheme, 4 x Death in Service, Health Cash Plan free parking on site Holidays: 25-day...

CB3 Associates Ltd - S37AF

Employment Type : Full-Time

The Company: Highly regardedSheffield based advisory firm who are looking to add an experienced and Financial Services Co-ordinator to the private wealth focused wealth management arm of their financial planning team. Office Location: Central Sheffield Hybrid Working: Yes - Flexible across office/home working up to 2-days WFH Package: 25-27k base annual bonus and full company benefits: Flexi-benefits package on top inclusive of an auto-enrolled ...

Savills - PE15DD

Employment Type : Full-Time

Role Overview Savills culture is one of trust and respect, teamwork and collaboration. Our teams and our clients benefit when we work together, listening to and learning from each other. Above all, we value the motivation of our people. This is evidenced by our wellbeing offer, our capability to facilitate flexible working and our support to enjoy a healthy work life balance. You will be working in a fast paced team with a direct client group of...

JohnstonGreer - EH11BE

Employment Type : Full-Time

Senior IFA Administrator To 34,000 plus benefits and bonus Financial Services Administrator required by this highly successful wealth management firm that provides advice across the full range of Private Client Investment and Retirement Planning. The business is hugely successful through the ongoing quality service that it provides to its High-Net-Worth client portfolio. This firm offers hybrid working. Working alongside a Financial Planning Dir...

JohnstonGreer - FK70BD

Employment Type : Full-Time

Senior IFA Administrator To 34,000 plus benefits and bonus Financial Services Administrator required by this highly successful wealth management firm that provides advice across the full range of Private Client Investment and Retirement Planning. The business is hugely successful through the ongoing quality service that it provides to its High-Net-Worth client portfolio. This firm offers hybrid working. Working alongside a Financial Planning Dir...

JohnstonGreer - KY120AG

Employment Type : Full-Time

Senior IFA Administrator To 34,000 plus benefits and bonus Financial Services Administrator required by this highly successful wealth management firm that provides advice across the full range of Private Client Investment and Retirement Planning. The business is hugely successful through the ongoing quality service that it provides to its High-Net-Worth client portfolio. This firm offers hybrid working. Working alongside a Financial Planning Dir...

Brevere Group - EC2A1AG

Employment Type : Full-Time

Due to continued success in delivering innovative Wealth Management solutions to their clients, a new opportunity exists for a positive and proactive Sales Support Administrator to join their expanding Financial Planning team. If you are able to utilise your expertise to deliver a first class service to clients and colleagues and looking for a professional environment with a client centric approach, this role will be of interest. Working as part...