associate director, financial planning Jobs - 5235

Costa Coffee - Wimpole

Employment Type : Full-Time

Business Planning and Strategy Manager – Away from Home  (12 months maternity cover to start May 25) At Costa Coffee, we are what we craft. We’re reimagining coffee experiences in over 50 countries and counting, as a key part of the Coca-Cola System. Whether you get your coffee in a store, from a machine, at home, or on the go – we’ve got you covered. We have an exciting opportunity within our Away from Home Centre of Excellence team as a m...

CB3 Associates Ltd - Sheffield

Employment Type : Full-Time

The Company: Nationally recognised and rapidly expanding IFA business based in Sheffield looking to recruit a private wealth focused Financial Planning Administrator head who holds admin experience working within an IFA/wealth management firm. Office Location: Sheffield Hybrid/Home Working: Yes - 3-days office, 2 days WFH Package: 25-27k base bonus and full company benefits Benefits: 25 days holiday plus stats, 5% pension, 4xDIS, PMI on top of a...


Switch Recruitment - London

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...

Brevere Group - Bury St. Edmunds

Employment Type : Full-Time

Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams. Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team. Duties for this role will include: To provide proa...

Brevere Group - Milton Keynes

Employment Type : Full-Time

Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams. Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team. Duties for this role will include: To provide proa...

CB3 Associates Ltd - Sharrow Vale

Employment Type : Full-Time

The Company: Extremely well-respected, client-centric wealth management firm based in Sheffield looking to add a Financial Planning Assistant to their adviser support team - Ideally this will be an experienced Administrator who is keen on progressing into some suitability report writing work: Office Location: Sharrow, South side of Sheffield Working Setup: 100% office-based initially, with WFH flex after probation Package: 25-27k base DOE annual...

Ortus PSR - MK62RW

Employment Type : Full-Time

IFA Administrator – Join a Leading regional Wealth Management Firm and Elevate Your Career Are you a detail-oriented professional with a passion for financial services? Ready to be a key player in a fast-growing, client-focused Wealth Management firm? We’re looking for an experienced IFA Administrator to join our dynamic team and support our expert Independent Financial Advisors in delivering top-tier service to high-net-worth clients. Why Join ...

Blakemore Recruitment - City of London

Employment Type : Full-Time

Location - City of London Salary - 28,000- 35,000 Role - Financial Planning Administrator Well established wealth management practice based in the City of London require an additional administrator to complement their existing team. Hybrid working 3 days in office. Ideally knowledge of Xplan would be desirable The Role; To support Investment Managers and Wealth Planners by undertaking administration duties that foster excellent client relations ...

mbf. - WA160AD

Employment Type : Full-Time

Financial Planning Administrator Location: Knutsford Salary: Up to 32,000 Company Benefits Annual Bonus Are you an experienced Financial Planning Administrator looking to take the next step in your career? Join one of the UK's largest and most prestigious Wealth & Investment Management organisations in their busy Knutsford offices. About the Role: As a Financial Planning Administrator, you will be an integral part of the Wealth Management te...

Anderson Wright Consulting Ltd - CW47AJ

Employment Type : Full-Time

FINANCIAL PLANNING ASSISTANT –  HOLMES CHAPEL- 22500 - 28000 doe We are working with a fantastic independent company that is a major player in the financial services industry. Established over 20 years ago, the have continued to thrive and grow year on year. Working in a small team, where the average length of service is 16 years, you will be an integral part of the company to assist in their continued success. FINANCIAL PLANNING ASSISTANT ...