financial advice administrator Jobs - 1193
PA and Financial Services Administrator
Service Service Employment Agency Limited - NR66BF
Employment Type : Full-Time
Are you a practice experienced IFA Administrator looking for a new role in the sector. My client is one of the largest Financial Planning firms in the county of Norfolk, they currently have a vacancy for a Personal Assistant who will also act as a Financial Services Administrator with exposure to Paraplanning duties such as report writing and research, assisting one of the Directors of the company (please note you do not need to have carried out...
Financial Planning Administrator / Trainee Paraplanner
Keeley and Co - Birmingham
Employment Type : Full-Time
Job Title: Financial Planning Administrator / Trainee Paraplanner Location: Birmingham B3 Salary: From 20,000 to 30,000 pa dependent upon ability, technical knowledge and experience Job Type: Permanent, Full Time / Part Time About Us: Keeley & Co is a boutique financial planning practice with over 80 years of excellence and integrity. We provide comprehensive, high-quality advice to a select client base. We believe in aligning financial stra...
Sales Support Administrator - Financial Planning
Brevere Group - EC3A3AA
Employment Type : Full-Time
Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a professional environment with a client centric approach? If the answer to these questions is yes, this could be the ideal role for you. Due to continued success in providing fee based advice to HNW clients, this successfu...
Financial Services/IFA Administrator Hybrid
Office Angels - Colchester
Employment Type : Full-Time
Title: Financial Services/IFA Administrator (Hybrid) Location: Colchester Salary: 25,000 - 35,000 Days/ Hours of work: Monday - Friday 09:00 - 17:00 Benefits 25 days holidays bank holidays Study support with CII diploma 4 x basic life assurance 3% pension increasing to 5% after probation Free mortgage advice Health care cash plan Christmas party and summer party Annual quiz evening The company Our client is a leading financial planning organisat...
Financial Planning Support Administration
Service Service Employment Agency Limited - IP333TU
Employment Type : Full-Time
My client is an award winning advice firm with offices in Norfolk and Suffolk, they have been established for over 35 years. Their Bury St. Edmunds based team are looking for a Financial Planning administration experienced candidate to join their team of successful administration professionals. The successful candidate will benefit from a market leading salary and benefits package and importantly the opportunity to progress in their career with ...
Senior Financial Planning Administrator - Team Lead
mbf. - W1J0AD
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...
Financial Administrator - £32k + Bonus - Ashford - Hybrid working
Financial Divisions - Ashford
Employment Type : Full-Time
Are you an adept Financial Administrator within Private Client Wealth Management? Our client has provided straightforward independent financial advice for many years in the Kent area and has built up a solid reputation with their clients and local professional services firms, who help supply them with a steady stream of new business enquiries. They offer a straightforward non jargon based holistic approach to advice, taking the time to understan...
Financial Planning Administrator - £40,000 basic salary - Leatherhead
Financial Divisions - KT220AG
Employment Type : Full-Time
Career Financial Administrator Wealth Management Firm working with HNW & UHNW clients Leatherhead offices (Surrey) Full training and study support 30k - 40k basic salary plus benefits My client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed 2 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sus...
Financial Administrator - London - £25,000- £32,000 depending on experience
Financial Divisions - London
Employment Type : Full-Time
Hybrid working after probation, excellent benefit package Full study support offered My client is a well-established independent financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and some Protections to clients across London. The business has very ambitious plans to expand and grow organically and they are l...
Financial Administrator - £30k + Bonus - Maidstone - Hybrid working
Financial Divisions - Maidstone
Employment Type : Full-Time
Are you an adept Financial Administrator within Private Client Wealth Management? Our client has provided straightforward independent financial advice for many years in the Kent area and has built up a solid reputation with their clients and local professional services firms, who help supply them with a steady stream of new business enquiries. They offer a straightforward non jargon based holistic approach to advice, taking the time to understan...