financial planning client administrator Jobs - 992

Brevere Group - Harborne

Employment Type : Full-Time

Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams. Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team. Duties for this role will include: To provide proa...

NJR Recruitment - Macclesfield

Employment Type : Full-Time

Financial Planning Administrator Macclesfield Salary 25,000 - 28,000 NJR Recruitment is representing a highly regarded and National Firm of Independent Financial Planners based in the Macclesfield area. Our Client holds an excellent reputation in the industry and provides Independent Wealth Management advice to both private clients and business owners. Due to internal progression, an exciting, and newly created opportunity is now available to jo...


Brevere Group - Loughborough

Employment Type : Full-Time

Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams. Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team. Duties for this role will include: To provide proa...

Tempest Jones - Sheffield

Employment Type : Full-Time

The Company and Offering A new opportunity has arisen for a Financial Planning Administrator to join a well-established firm of Financial Planners in their Sheffield office. On offer will be a competitive salary, benefits package and study support along with continued opportunities to develop professionally. Duties This role will involve providing full administrative support to financial planners who give advice on pensions, investments and prot...

CB3 Associates Ltd - Leeds

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...

CB3 Associates Ltd - Chesterfield

Employment Type : Full-Time

The Company: Family-feel IFA firm based in Chesterfield looking to add an experienced, private wealth focused Financial Services Administrator to their small, consultative focused Adviser Support team: Office Location: Chesterfield Hybrid/Home Working: 100% office-based Package: 25-28k base discretionary bonus & full company benefits Key Benefits: 3% Pension Scheme, 4 x Death in Service, Health Cash Plan free parking on site Holidays: 25-day...

CB3 Associates Ltd - Chesterfield

Employment Type : Full-Time

The Company: Family-feel IFA firm based in Chesterfield looking to add an experienced, private wealth focused Financial Services Administrator to their small, consultative focused Adviser Support team: Office Location: Chesterfield Hybrid/Home Working: 100% office-based Package: 25-28k base discretionary bonus & full company benefits Key Benefits: 3% Pension Scheme, 4 x Death in Service, Health Cash Plan free parking on site Holidays: 25-day...

CB3 Associates Ltd - S37AF

Employment Type : Full-Time

The Company: Highly regardedSheffield based advisory firm who are looking to add an experienced and Financial Services Co-ordinator to the private wealth focused wealth management arm of their financial planning team. Office Location: Central Sheffield Hybrid Working: Yes - Flexible across office/home working up to 2-days WFH Package: 25-27k base annual bonus and full company benefits: Flexi-benefits package on top inclusive of an auto-enrolled ...

NJR Recruitment - Sheffield

Employment Type : Full-Time

NJR Recruitment is delighted to representing a highly regarded national Independent Wealth Management organisation that is based in the Sheffield area who are looking to expand their team. What's in it for you? 25 days annual leave Bank Holidays Hybrid working A additional day off for your birthday Contributory pension scheme Private Healthcare Life assurance Health insurance Charity volunteer days Career Development Cycle to work scheme Our cli...

Recruit UK - Ipswich

Employment Type : Full-Time

Job Title: Senior Financial Planning Administrator Industry: Financial Services Location: Ipswich Salary: Up to 35,000 Job Ref: 9395 Are you an experienced financial planning administrator looking to align yourself with an award-winning firm? Looking to join a company that recognises and rewards your hard work? Recruit UK is working with a Modern firm, who are very well respected in the area. They offer a holistic service and understand what the...