financial planning client administrator Jobs - 1024

Brevere Group - W1K1AW

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...

JohnstonGreer - AB510AG

Employment Type : Full-Time

Financial Services Administrator To 26,000 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. You can remain as a professional IFA Administrator forever or move into paraplanning in a couple of years. As the IFA Administrator you will be responsible for - new business including application processing servicing existing ...


Lime People Search & Select Ltd - CH11AD

Employment Type : Full-Time

My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking an experienced Personal Financial Administrator to join an existing team supporting 9 Financial ...

tPS Recruitment - G24HG

Employment Type : Full-Time

Supporting the Advisors with Administration Providing a high level of customer service Working within FAC regulations The Role Our Client is looking for a full time Financial Services Administrator to join their friendly and enthusiastic team in their Glasgow or Edinburgh Office. The successful candidate will work in a team that deals with client queries relating to life assurance, pensions and investments as well as liaising with product provid...

Premier Jobs UK Limited - BR87AG

Employment Type : Full-Time

This hybrid, Financial Services Administrator job in Swanley is ideal for current Administrators within financial services keen to join a growing company which has exciting plans ahead! You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients. The business values the role you play and recognises your worth in helping the whole team to deliver a qualit...

JohnstonGreer - FK11BG

Employment Type : Full-Time

Financial Services Administrator To 29,000 plus benefits and bonus IFA Administrator required by this forward-thinking wealth management firm that provides advice across the full range of financial planning for Private Clients and Businesses. The firm is hugely successful, well known in the area and regarded as a top employer in the IFA sector. Working in support to Financial Planners you will be responsible for - liaison internally with Advisor...

CMD Recruitment - Trowbridge

Employment Type : Full-Time

Financial Services Administrator Full Time & Permanent Trowbridge - Office Based Up to 30,000 per annum Bonuses Benefits Have you gained good administration experience within a Financial Services environment? Interested in joining a growing firm that like to develop their staff? If you have answered yes, then this could be the role for you! Our client is a growing financial services practice that specialise in giving expert financial plannin...

Brevere Group - CM235AG

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 Divisions - SE19QQ

Employment Type : Full-Time

My client is well-established national financial planning firm, who due to expansion are looking for a central support administrator to work as part of a team in their London office. Key responsibilities will be covering reception, sorting through post and scanning documents. You will also be process letters of authorities and ensuring you see through the process from beginning to completion. Liaising with 3rd party providers, updating informati...

Equals One - HP201RS

Employment Type : Full-Time

Financial Services Administrator Salary: 25,000 - 30,000 benefits Aylesbury, Buckinghamshire Office-based for initial training, followed by hybrid working opportunities - 3 days office/2 home based - provision for IT equipment Are you eager to build a thriving career in the financial services industry? We are offering a unique opportunity to be part of a forward-thinking team where innovation and professional growth go hand in hand. About us We ...