financial planning client administrator Jobs - 1076

Recruit Wealth - Newcastle Upon Tyne

Employment Type : Full-Time

Recruit Wealth are delighted to be representing a highly successful, well known, national Financial Planning business with offices throughout the UK. Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Newcastle, these are newly created roles to boost additional headcount. The business is a modern, highly ethical and rewarding employer to work for who have always had an excellent r...

Premier Jobs UK Limited - EC3V3ND

Employment Type : Full-Time

This Financial Planning Administrator job in London is ideal for an individual with 1 years’ experience within a similar role, looking to join a well-established financial planning firm who have a proven track record of developing their team. As evidenced by this role being available due to the current individual being moved into a Paraplanner role. You will be working closely with their Senior Administrator, supporting their Paraplanner and Fin...


mbf. - EC3A3DH

Employment Type : Full-Time

An award-winning boutique wealth management firm is seeking a Client Services Administrator to join their highly regarded team. This role offers an excellent opportunity for an individual with prior experience in an IFA, Financial Services, or Client Services environment who is looking to develop their career within the financial planning sector. The Role: Working closely with Paraplanners and Senior Wealth Planners, the Client Services Administ...

Recruit UK - B11BB

Employment Type : Full-Time

Job Title: Financial Planning Administrator Industry: Financial Services Location:Birmingham Salary: 24,000 - 30,000 Reference Number: 9504 Job Description: We are working with a thriving wealth management firm in Birmingham City Centre; their goal is to provide clients with independent financial advice that helps their clients to retain their wealth. Our client is looking for a Financial Planning Administrator to join their dynamic, friendly te...

Recruit UK - HG11EQ

Employment Type : Full-Time

Job Advert: Financial Planning Administrator - St. James's Place Partnered Practice Location: Harrogate, UK Salary: 25,000- 28,000 (based on experience and qualifications) Format: Office-Based Role Reference Number: 9555 About Us I am working with an established, St. James's Place (SJP) partnered practice based in the heart of Harrogate , providing expert financial planning and wealth management services to individuals, families, and businesses....

Dynamite Recruitment Solutions Ltd - BH119LQ

Employment Type : Full-Time

Join a growing financial planning firm in Dorset, offering expert financial advice to clients. We are looking for a dedicated Financial Planning Administrator to join our team and help us provide excellent service. This role offers career development opportunities within the financial services industry. Role Overview: As a Financial Planning Administrator, you will support financial planners with administrative tasks, manage client records, prep...

mbf. - NE11AD

Employment Type : Full-Time

Financial Planning Adminisrator Location: Newcastle (Hybrid working available after probation) Salary: Up to 33,000 Excellent Benefits Are you an organized and detail-oriented professional looking to join a dynamic team in the wealth planning sector? Our client, an international Wealth & Investment Management organisation, is currently seeking a Financial Planning Administrator to provide first-class administrative and client support. About ...

Recruit Wealth - Huddersfield

Employment Type : Full-Time

Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for an experienced Administrator to join their regional Huddersfield offices. With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer genuine career opportunities for Financial Services professionals. Our client offers expert, ...

Recruit Wealth - Chorley

Employment Type : Full-Time

Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for an experienced Administrator to join their regional Chorley offices. With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer genuine career opportunities for Financial Services professionals. Our client offers expert, regul...

NJR Recruitment - LS23AE

Employment Type : Full-Time

Financial Planning Administrator Leeds 24,000 - 28,000 NJR Recruitment is delighted to be working with a well-established family run firm of Financial Planners who have an exciting opportunity for an ambitious and pro-active Corporate Finance Administrator to join their offices in Leeds City Centre. What's in it for you? Great Salary 25 Days holiday Bank Holidays Quarterly Bonus AND Annual Bonus Company Pension Monthly Well Being Bonus Private M...