financial planning client administrator Jobs - 998


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 ...

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 ...

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 ...

tPS Recruitment - G24HG

Employment Type : Full-Time

Supporting the Advisors with Administration Providing a high level of customer service Working within FAC regulations The Role Our Client is looking for a full time Financial Services Administrator to join their friendly and enthusiastic team in their Glasgow or Edinburgh Office. The successful candidate will work in a team that deals with client queries relating to life assurance, pensions and investments as well as liaising with product provid...

Premier Jobs UK Limited - BR87AG

Employment Type : Full-Time

This hybrid, Financial Services Administrator job in Swanley is ideal for current Administrators within financial services keen to join a growing company which has exciting plans ahead! You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients. The business values the role you play and recognises your worth in helping the whole team to deliver a qualit...