Employment Type : Full-Time
When firms offer remote working, it shows you two things. One, they trust their staff. And two, they're committed to hiring the best. Not just the best who happen to live within twenty minutes of the office. And hiring the best is important to this firm. They’re an influential, award winning modern financial planning practice. They’ve seen impressive client/AUM growth since setting up and long had the right idea when it comes to hiring and retai...
Employment Type : Full-Time
When firms offer remote working, it shows you two things. One, they trust their staff. And two, they're committed to hiring the best. Not just the best who happen to live within twenty minutes of the office. And hiring the best is important to this firm. They’re an influential, award winning modern financial planning practice. They’ve seen impressive client/AUM growth since setting up and long had the right idea when it comes to hiring and retai...
Employment Type : Full-Time
Fantastic opportunity to building a career in Wealth Management with the support of a close-knit team in well established financial planning firm. This is an exceptional opportunity to join a reputable firm who believe in putting the client experience and outstanding service at the forefront of our proposition, they are looking for a techsavvy and hard-working administrator, who wants to learn and develop in a financial services environment. Dut...
Employment Type : Full-Time
My client is a national financial planning and wealth management business with offices in Worcester. They are currently looking for a Financial Planning Client Administrator to join their team. Duties will include: Responsible for the ongoing monitoring activities including periodic reviews and ongoing transaction/ payment monitoring. Review and assess existing clients to ensure that the client due diligence held on file is up to date and accura...
Employment Type : Full-Time
We are currently recruiting for a highly regarded Financial Planning practice in Bury St Edmunds who are looking to recruit a Financial Planning Support Administrator. Purpose of role To provide administrative support to Financial Planners and Directors, to ensure that they have timely and accurate information in readiness for client meetings To ensure that client records are up to date and that internal systems and processes are followed To sup...
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...
Employment Type : Full-Time
Job Title: Senior IFA Administrator Salary: 30,000 - 35,000 Location: Leeds This position is with an expanding, national financial planning practice that have several offices across the UK and are continuing to grow. They place an emphasis on client care and providing a tailored solution. They have a broad offering for clients, providing advice across a range of cases including Pensions, Investments, Protection, IHT, Tax & employee benefits ...
Employment Type : Full-Time
We are thrilled to have partnered with a well established independent financial advice firm who are actively looking to expand their support team! Our client has built themselves a brilliant reputation within industry, and pride themselves on providing bespoke advice and wealth planning expertise to their clients across the UK. If you are a detailed-orientated professional with a passion for financial planning and client service, we’d love ...
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...
Employment Type : Full-Time
Administrator / Production Planning Administrative Assistant with excellent communication, organisational and time-management skills and a good grasp of maths with the ability to understand and make use of data, is required for the Production Planning Department of a well-established company based in Lowestoft, Suffolk. SALARY: Starting from 23,350 per annum (depending on experience) Benefits (see below) LOCATION: Lowestoft, Suffolk (NR33) - Ful...