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
Route to Paraplanner (Wealth Management) Salary up to 45,000 (DOE), Excellent Benefits & Progression Offices Based Near Harrow (Northwest London) Do you have a lot of SJP experience and are you an experienced professional? My client, a top SJP practice that specialises in customised wealth management solutions, is seeking a Senior Financial Administrator with a high level of expertise. My client is well-known for their client-focused approac...
Employment Type : Full-Time
Route to Paraplanner (Wealth Management) Salary up to 40,000 (DOE), Excellent Benefits & Progression Offices Based Near Harrow (Northwest London) Do you have a lot of SJP experience and are you an experienced professional? My client, a top SJP practice that specialises in customised wealth management solutions, is seeking a Senior Financial Administrator with a high level of expertise. My client is well-known for their client-focused approac...
Employment Type : Full-Time
We are seeking a client services administrator to join a well-established financial services firm based near to Wolverhampton. You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients. Responsibilities: · Making appointments for clients and calling them in advance to confirm, sending out any relevant pre-meeting information · Answering and log...
Employment Type : Full-Time
My client is a highly successful and well-established Wealth Management firm (SJP) based in London, currently seeking a versatile IFA Administrator eager for a new opportunity in Wealth Management. The company offers a flexible hybrid working arrangement. In this role, you will provide technical administrative support to a Partner, handling UHNW (Ultra High Net Worth) and complex cases involving pensions, investments, IHT, estate planning, and p...
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
Wealth Management firm My client is a forward thinking SJP firm with offices near Chelmsford, Essex looking for a Financial Administrator with 1 years with SJP experience. An SJP Practice specialising in personalised wealth management solutions, is on the lookout for an experienced Financial Administrator with a minimum of 1 years’ experience. An established IFA, my client provides a wide range of services, including investment planning, retirem...
Employment Type : Full-Time
PA / Practice Administrator - Wealth Management Location: Working from Home Hours: Full Time Salary: Up to 35,000 depending on experience Are you an experienced and adaptable PA / Administrator and a self-motivated multi-tasker, who works best when taking responsibility for their own workload? You will be working as part of the team at a highly respected Appointed Representative of St. James’s Place Plc. The company provides bespoke financial ad...
Employment Type : Full-Time
Technical Administrator Location: Cheltenham (GL50) Salary: Highly competitive with potential for 10% annual bonus, plus income protection, critical illness and death in service employee benefits Hours: Full time Working as part of the team at an Appointed Representative of St. James’s Place Plc. An excellent opportunity has arisen for a professional and adaptable person to work within a St. James’s Place Partner Practice which is based in Chelt...