financial planning client administrator Jobs - 983

Page Personnel Finance - London

Employment Type : Full-Time

The Client Services Administrator involves delivering exceptional client service by managing the onboarding of new clients, maintaining strong relationships, and handling day-to-day client interactions. Working closely with advisers and paraplanners, you'll ensure client needs are met efficiently while contributing to team morale and operational improvement. Client Details The client is a well-established financial planning and investment manage...

Taylor James Professional Recruitment - BN211AA

Employment Type : Full-Time

Flexible working & homeworking available Our client, a highly reputable firm of financial planners are looking to recruit an experienced IFA/ Client Services Administrator to join their Eastbourne based team. Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include: Full job spec is available on request To provide support to Paraplanners & Financial Planners To be the first point ...


Cranleigh Personnel - Cobham

Employment Type : Full-Time

IFA Administrator / Wealth Planning Administrator Location: Cobham Salary: Up to 35,000 Looking for a role where you can thrive in a collaborative team, gain valuable technical experience, and be supported in your professional development? We’re working with a highly successful, independent wealth planning firm in Cobham that’s seeking an experienced IFA Administrator / Wealth Planning Administrator to join their dedicated, close-knit team of 10...

mbf. - BS11AD

Employment Type : Full-Time

Job Title : Client Support Manager - Financial Planning Location : Bristol, UK Employment Type : Full-time, Permanent Salary : Competitive Comprehensive Benefits Package Hybrid Working: 3 days office & 2 days WFH About the Role We are delighted to be recruiting on behalf of a leading wealth management firm for a Client Support Manager to oversee a dedicated client administration team, delivering excellence in client service standards. This r...

Brevere Group - Stevenage

Employment Type : Full-Time

Are you interested in developing within corporate financial services, looking for a new role in a dynamic and supportive environment, offering genuine long term career opportunities? Due to continued success in providing fee-based advice to both private and commercial clients, this successful practice requires a professional and proactive EB / Senior Financial Services Administrator to provide support to the planning process and corporate team. ...

Brevere Group - Stevenage

Employment Type : Full-Time

Do you have group risk or auto enrolment pension administrative experience? Are you looking for a role with a supportive firm offering good benefits and hybrid working? Due to continued success in providing fee-based advice to both commercial clients, this successful practice requires a professional and proactive Pension Administrator to provide support to the planning process and corporate team. The successful candidate will have experience wit...

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...