Employment Type : Full-Time
Job description Job Title: Financial Planning Administrator Industry: Wealth Management Location: Chelmsford Salary: 25,000 - 31,000 Job Reference: 9369 Job Description: Recruit UK is working on an excellent opportunity for a Financial Planning Administrator in Chelmsford to join a thriving Financial Planning firm. Our client is a well-established wealth management practice that has advised individuals for over 20 years. They have an excellent r...
Employment Type : Full-Time
We’re growing and want you to be a part of our journey. Pensions Projects Administrator We are seeking a project administrator to support our pension scheme administration service. This role is specifically intended to support the operational teams in delivering scheme projects alongside business-as-usual operations. You will be supporting the operational teams in the delivery of technical administration projects but will not have any direct cli...
Employment Type : Full-Time
We are recruiting for an experienced Client Administrator to join our client, a successful wealth management firm based in Marlow. The successful candidate will support the Financial Planners whilst also providing some PA support to the manager. We are looking for someone with previous experience working in a similar environment such as wealth management, financial planning or financial services. Accountabilities Liaise with 3rd party providers ...
Employment Type : Full-Time
Head of Administration - Financial Planning Salary: Up to 45,000 Location: Hybrid (Office & Home working) Company: Award-winning Financial Planning Organisation We are partnering with a prestigious financial planning organisation that is experiencing a period of sustained growth. Our client is a well-established name in the industry, renowned for delivering exceptional financial planning services to clients across the UK. Due to their ongoin...
Employment Type : Full-Time
Job Title: Financial Planning Admin Manager Salary: 40,000 - 55,000 Location: Harrogate This position is with an expanding, national financial planning practice that have several offices across the UK and are continuing to expand. They are an independent firm that 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, Pr...
Employment Type : Full-Time
IFA Administrator 25,000 to 32,000 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. As the IFA Administrator you will be responsible for - new business including application processing servicing existing client records including database management compliance valuations and quotes client communications liaison with ex...
Employment Type : Full-Time
One of the UK's premier Wealth Management firms is currently seeking to recruit an experienced Wealth Planning Administrator to be based out of their offices in the City of London. This role offers an exceptional salary and benefits package, combined with the flexibility of a hybrid working model. The Role: Provide crucial administrative support to Wealth Planners, ensuring compliance with company processes. Act as the first point of contact for...
Employment Type : Full-Time
Our client is looking a Financial Planning Administrator to join their expanding team of Chartered Financial Planners in Lewes, East Sussex. They are looking for a Financial Planning Assistant to join their team and provide day-to-day support to the Financial Planners. The Financial Planning Assistant role is client focused and you will FPAs attending client meetings and research and produce technically accurate and well written follow up work. ...
Employment Type : Full-Time
Are you an experienced Financial Planning Administrator seeking a new challenge and the chance to step into a leadership role? We are currently recruiting for a Senior Financial Planner with a clear pathway to become Head of Account Management within 12-18 months. This exciting opportunity is perfect for someone looking to advance their career, take on mentoring and team leadership responsibilities, and grow within a successful wealth management...
Employment Type : Full-Time
We are on the lookout for a Client Relations Administrator to join our client in Edinburgh. You will be joining the Client Solutions department on a 12-month FTC with a salary of 27,000. You will be working 35 hours each week, core hours are 8.30 am to 5.30 pm on a rota basis Monday to Friday, including an unpaid break for lunch of 1 hour. About the role: This opportunity is perfect for a customer-obsessed individual who can provide exceptional ...