Employment Type : Full-Time
We have a fantastic vacancy for a Financial Administrator to join our Client in Canary Wharf. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administr...
Employment Type : Full-Time
Supporting Financial Planners and Clients of a business is a multi-faceted and challenging role. Many plates are spinning, and each case is the most urgent meaning you’ll find yourself continually adapting and prioritising. A company I am working with at the moment recognises the invaluable contribution Client Support/IFA Administrators provide to the entire process and that without it, the service just won’t be provided to the expected level. T...
Employment Type : Full-Time
Career Financial Administrator Wealth Management Firm working with HNW & UHNW clients Epsom/Leatherhead (Surrey) Full training and study support 30k - 35k basic salary plus benefits My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across ...
Employment Type : Full-Time
Career Financial Administrator Wealth Management Company with Leatherhead offices (Surrey) serving HNW and UHNW customers Excellent benefits and study assistance I have met and placed two employees with my client, a chartered independent financial planning firm with offices close to Leatherhead. For HNW retirees, accumulators, local families, and SME owners in Sussex, Kent, and London, they provide comprehensive financial assistance. As of right...
Employment Type : Full-Time
The enjoyment gained in an IFA Administration role is perhaps determined by the working environment more than the work itself. This great opportunity based in the Bury area will see you join an extremely supportive and hard working team where development is high and staff turnover is low, certainly well below average for the industry. This is an office based role with some flexibility. You will be involved in varied work covering new business pr...
Employment Type : Full-Time
Manager - Wealth and Asset Management - Tech Transformation Base Location: London (Hybrid) The Wealth and Asset Management industry is growing strongly and is facing high levels of change driven by themes such as regulation, cost optimisation and differentiation. Our team works closely to link WAM client needs to capabilities from across technology. We are keen to recruit talented people who have the energy and drive to succeed in a dynamic and ...
Employment Type : Full-Time
Excellent Benefits & Progression Offices Based Near Harrow (Northwest London) Are you a seasoned professional with extensive SJP experience? My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for an experienced Financial Administrator with a minimum of 3 years’ experience. An established IFA, my client provides a wide range of services, including investment planning, retirement plann...
Employment Type : Full-Time
Excellent Benefits & Progression Offices Based Near Harrow (Northwest London) Are you a seasoned professional with extensive SJP experience? My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for an experienced Financial Administrator with a minimum of 3 years’ experience. An established IFA, my client provides a wide range of services, including investment planning, retirement plann...
Employment Type : Full-Time
Fantastic benefits: Study to achieve Level 4 Diploma, bonus, generous holidays, DIS, Private Medical insurance A fresh chance for an experienced professional to join a top-tier neighbourhood wealth management company, where the staff takes great pride in their accomplishments in offering each client a memorable and enjoyable experience, in addition to their unwavering love for what they do. This position provides a fantastic growth opportunity f...
Employment Type : Full-Time
Senior Financial Administrator (Wealth Management) Surrey - Chartered IFA Firm - Salary Up to 45,0000, Fantastic benefits package, flexible working - Location: Offices near Esher/Kingston Attractive benefits package on offer Based in Surrey, close to Esher, my client is a Chartered Independent Financial Advice firm. After meeting the directors, I hired four employees—two administrators and two advisers—for the company. They provide market-wide g...