financial planning client administrator Jobs - 999


Cranleigh Personnel - Cobham

Employment Type : Full-Time

IFA Administrator / Wealth Planning Administrator Location: Cobham Salary: Up to 35,000 Looking for a role where you can thrive in a collaborative team, gain valuable technical experience, and be supported in your professional development? We’re working with a highly successful, independent wealth planning firm in Cobham that’s seeking an experienced IFA Administrator / Wealth Planning Administrator to join their dedicated, close-knit team of 10...

Burgh Recruitment Ltd - Durham

Employment Type : Full-Time

Client Services Administrator Location: Durham (DH1) Salary: 26,000 - 30,000 (depending on experience) Hours: Full Time - In office Are you an enthusiastic Client Services Administrator who could fulfil a vital support function within a busy Financial Services and Wealth Management office? This is an exciting opportunity to join a proactive and professional team at a highly respected Partner Practice of St. James’s Place Plc. The Practice offers...

Brevere Group - Stevenage

Employment Type : Full-Time

Are you interested in developing within corporate financial services, looking for a new role in a dynamic and supportive environment, offering genuine long term career opportunities? Due to continued success in providing fee-based advice to both private and commercial clients, this successful practice requires a professional and proactive EB / Senior Financial Services Administrator to provide support to the planning process and corporate team. ...

mbf. - GL501AD

Employment Type : Full-Time

We are working with a Chartered & Independent Financial Planning practice to recruit an additional Financial Services Administrator. Our client is an established & growing business with a fantastic reputation, they have grown considerably over the past few years but have managed to retain their close-knit, friendly environment. They are now seeking to recruit an additional Financial Services Administrator to join their growing team. The ...

Brevere Group - W1K1AW

Employment Type : Full-Time

Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a professional environment with a client centric approach? If the answer to these questions is yes, this could be the ideal role for you. Due to continued success in providing fee based advice to HNW clients, this successfu...

JohnstonGreer - AB510AG

Employment Type : Full-Time

Financial Services Administrator To 26,000 plus benefits IFA Administrator required by this highly successful firm of Wealth Managers that provides advice to HNW Private Clients across investments and retirement planning. You can remain as a professional IFA Administrator forever or move into paraplanning in a couple of years. As the IFA Administrator you will be responsible for - new business including application processing servicing existing ...

mbf. - BA10AZ

Employment Type : Full-Time

We are working with a Chartered & Independent Financial Planning practice to recruit an additional Financial Services Administrator. Our client is an established & growing business with a fantastic reputation, they have grown considerably over the past few years but have managed to retain their close-knit, friendly environment. They are now seeking to recruit an additional Financial Services Administrator to join their growing team. The ...

Lime People Search & Select Ltd - CH11AD

Employment Type : Full-Time

My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking an experienced Personal Financial Administrator to join an existing team supporting 9 Financial ...

Tempest Jones - Tyne and Wear

Employment Type : Full-Time

Financial Advice Administrator Competitive salary based on experience plus study support and a long term career path within financial planning. Are you a highly organised, client-focused individual, with a passion for financial services? If so, this could be the perfect role for you. My client, a leading financial services practice, is looking for an additional Financial Planning Administrator to join their team in Tyne and Wear. This is an exce...

mbf. - CM20AA

Employment Type : Full-Time

Mbf are working with a well-established Financial Planning and Investment Management organisation; the client has a strong history and a fantastic reputation. They have a national presence but have managed to retain their close-knit, friendly environment - the financial planning division has grown considerably over the past few years with ambitious growth plans for the short-, medium- and long-term future. Their current requirement is for an IFA...