Employment Type : Full-Time
The Company: Highly regarded and nationally recognised IFA firm and brand based in Central Leeds looking to recruit an experienced Financial Planning Administrator into their busy back-office team Office Location: Central Leeds Hybrid/Home Working : Yes - 3-days office, 2 days WFH Salary/Package: 28-29k base DOE bonus/benefits Benefits: Pension, 4xDIS & Private Medical Cover alongside a full company benefits package inclusive of study suppor...
Employment Type : Full-Time
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking a competent IFA Administrator to join their growing team. Responsibilities: - Providing administration and planning support to Financial Planners and a professional service to new and existing clients - Undertake client valuations and preparing documentation ahead o...
Employment Type : Full-Time
Financial Planning Administrator - Northampton - up to 28,000 The opportunity for a Financial planning Administrator to join a National Financial Services Practice who provide a personal, independent and bespoke wealth management service to high net worth clients. The Opportunity During a period of growth, our partner is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planne...
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...
Employment Type : Full-Time
Recruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK. Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Newcastle, these are newly created roles to boost additional headcount. The business is a modern, highly ethical and rewarding employer to work for who have always had an excellent re...
Employment Type : Full-Time
A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support an experienced Adviser. This would suit an experienced IFA Administrator seeking a technical support role with a progression pathway to becoming a Paraplanner in the medium term, with access to their internal training programme. You will join a team that has been awarded Best Financial Adviser to Work for award. ...
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...
Employment Type : Full-Time
Due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, this innovative and successful Financial Planning firm is keen to attract a dedicated and enthusiastic Administrator/ Junior Paraplanner to join their team. Based in state of the art offices, you will join an established team who provide support to experienced Advisors and Paraplanners. You will provide full support to the Consultants ensur...
Employment Type : Full-Time
Pensions Administrator - looking to move into wealth management Grow Your Career in Financial Planning Location: Shaftesbury Salary: 23,000 - 30,000 Are you currently working in financial services and looking to take your career to the next level in wealth management? Whether you're in pensions, investments, or working with a provider, this could be the perfect opportunity to transfer your skills and build a rewarding career in financial plannin...
Employment Type : Full-Time
Have you just finished (or due to finish) your A’ Levels and wondering how to get a leap into the world of financial services / Wealth Management? We may have the answer just for you! We have an excellent opportunity to join an established St. James’s Place Wealth Management practice as a Junior Administrator. This role will be supporting a financial adviser based in the Moorgate, London office with daily operational administration and client se...