financial planning client administrator Jobs - 1016


TIME Appointments Ltd - IP13HS

Employment Type : Full-Time

Time Appointments are recruiting for a Financial Administrator on behalf of a prestigious company based in Ipswich. The successful application will provide efficient administrative support to the financial planners, wealth planners, paraplanners and the technical support team. Key Duties: Routine administrative tasks such as filing, photocopying, collating information, composing letters and emails. Team administration and compliance regarding cl...

The Portfolio Group - M44FB

Employment Type : Full-Time

THE OPPORTUNITY This is a once in a career opportunity for an exceptional Resource Planning Manager to join a truly Service Led business, the company is an industry leading EAP and OH provider & Sunday Times 'Best Places to Work' organisation. With an unrivalled track record of incredibly strong year on year growth of its subscription model business, they support over 80,000 organisations and 13 million lives across the UK & Ireland. Par...

Recruit UK - Haslemere

Employment Type : Full-Time

Job Title: Financial Administrator Industry: Financial Services Location: Haslemere Salary: 22,000- 35,000 Job reference: 9321 Job Description: Looking to kickstart your career? Recruit UK are working with a wealth management firm on the outskirts of Haslemere to bring on a Financial Administrator. If you are looking for a long-term career in financial planning and want to work for a company that will support your growth long-term, look no furth...

Recruit UK - Ipswich

Employment Type : Full-Time

Job Title: Senior Client Administrator Industry: Financial Services Location: Ipswich Salary: Up to 38,000 Job Reference: 9411 Are you an experienced financial planning administrator looking to align yourself with an award-winning firm? Looking to join a company that recognises and rewards your hard work? I'm working with a modern firm, who are very well respected in the area. They offer a holistic service and understand what their clients want....

Truestar Talent Ltd - B955BY

Employment Type : Full-Time

My clients a High-Net-Worth financial organisation based in Hendley- in-Arden (within easy commuting distance of Solihull, Warwick, Stratford-on-Avon Redditch and Bromsgrove). Due to continued growth my client is looking for a successful, professional and proactive senior financial administrator. Benefit package Basic salary 28K -- 35K but negotiable for the right candidate dependent upon qualifications and experience Pension 5% employer and 3% ...

mbf. - CM20PP

Employment Type : Full-Time

Job Title: Financial Planning Administration Team Manager Location: Chelmsford Our client is a leading Financial Planning business with offices across the South East & West of England. They provide an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses. They are currently seeking to recruit for a Financial Planning Administration Team Manager to join the...

Recruit UK - Bury St. Edmunds

Employment Type : Full-Time

Job Title: Senior Client Administrator Industry: Financial Services Location: Bury St Edmunds Salary: Up to 38,000 Job Reference: 9393 Are you an experienced financial planning administrator looking to align yourself with an award-winning firm? Looking to join a company that recognises and rewards your hard work? I'm working with a modern firm, who are very well respected in the area. They offer a holistic service and understand what their clien...

Recruit UK - EX24DG

Employment Type : Full-Time

Job Title: ? Financial Administrator Location: Exeter Salary: Market leading, full details available upon application Job reference: 9424 Are you someone who thrives in a fast-paced environment and enjoys managing a high volume of administrative tasks? Do you have experience in financial services administration and want to further develop your skills? If so, we want to hear from you! Job Description: We are seeking a Financial Services Administr...

Taylor James Professional Recruitment - BN211AA

Employment Type : Full-Time

Flexible working & homeworking available Our client, a highly reputable firm of financial planners are looking to recruit an experienced IFA/ Client Services Administrator to join their Eastbourne based team. Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include: Full job spec is available on request To provide support to Paraplanners & Financial Planners To be the first point ...

mbf. - BS11AD

Employment Type : Full-Time

Job Title : Client Support Manager - Financial Planning Location : Bristol, UK Employment Type : Full-time, Permanent Salary : Competitive Comprehensive Benefits Package Hybrid Working: 3 days office & 2 days WFH About the Role We are delighted to be recruiting on behalf of a leading wealth management firm for a Client Support Manager to oversee a dedicated client administration team, delivering excellence in client service standards. This r...