financial planning client administrator Jobs - 1007
Financial Planning Support
JohnstonGreer - EH21DY
Employment Type : Full-Time
IFA Administrator 25,000 to 32,000 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. As the IFA Administrator you will be responsible for - new business including application processing servicing existing client records including database management compliance valuations and quotes client communications liaison with ex...
Client Administrator
Bucks and Berks Recruitment - Marlow
Employment Type : Full-Time
We are recruiting for an experienced Client Administrator to join our client, a successful wealth management firm based in Marlow. The successful candidate will support the Financial Planners whilst also providing some PA support to the manager. We are looking for someone with previous experience working in a similar environment such as wealth management, financial planning or financial services. Accountabilities Liaise with 3rd party providers ...
Financial Planning Assistant
Artemis Recruitment Consultants Ltd - Lewes
Employment Type : Full-Time
Our client is looking a Financial Planning Administrator to join their expanding team of Chartered Financial Planners in Lewes, East Sussex. They are looking for a Financial Planning Assistant to join their team and provide day-to-day support to the Financial Planners. The Financial Planning Assistant role is client focused and you will FPAs attending client meetings and research and produce technically accurate and well written follow up work. ...
Head of Administration - Financial Planning
mbf. - GL501AD
Employment Type : Full-Time
Head of Administration - Financial Planning Salary: Up to 45,000 Location: Hybrid (Office & Home working) Company: Award-winning Financial Planning Organisation We are partnering with a prestigious financial planning organisation that is experiencing a period of sustained growth. Our client is a well-established name in the industry, renowned for delivering exceptional financial planning services to clients across the UK. Due to their ongoin...
Financial Planning Admin Manager
Capio Recruitment Financial Planning - HG11AA
Employment Type : Full-Time
Job Title: Financial Planning Admin Manager Salary: 40,000 - 55,000 Location: Harrogate This position is with an expanding, national financial planning practice that have several offices across the UK and are continuing to expand. They are an independent firm that place an emphasis on client care and providing a tailored solution. They have a broad offering for clients, providing advice across a range of cases including Pensions, Investments, Pr...
Pensions Projects Administrator
Isio - CR02LX
Employment Type : Full-Time
We’re growing and want you to be a part of our journey. Pensions Projects Administrator We are seeking a project administrator to support our pension scheme administration service. This role is specifically intended to support the operational teams in delivering scheme projects alongside business-as-usual operations. You will be supporting the operational teams in the delivery of technical administration projects but will not have any direct cli...
Wealth Planning Administrator
mbf. - EC4N1SA
Employment Type : Full-Time
One of the UK's premier Wealth Management firms is currently seeking to recruit an experienced Wealth Planning Administrator to be based out of their offices in the City of London. This role offers an exceptional salary and benefits package, combined with the flexibility of a hybrid working model. The Role: Provide crucial administrative support to Wealth Planners, ensuring compliance with company processes. Act as the first point of contact for...
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...
Client administrator
greenbean - EH75JH
Employment Type : Full-Time
We are on the lookout for a Client Relations Administrator to join our client in Edinburgh. You will be joining the Client Solutions department on a 12-month FTC with a salary of 27,000. You will be working 35 hours each week, core hours are 8.30 am to 5.30 pm on a rota basis Monday to Friday, including an unpaid break for lunch of 1 hour. About the role: This opportunity is perfect for a customer-obsessed individual who can provide exceptional ...
Financial Administrator
Tamsin Wheatcroft Recruitment - Oakham
Employment Type : Full-Time
Job Reference: J-0438 Job Title: Financial Administrator Job Location: Oakham Salary: Up to 30,000 DOE Days/Times: Monday- Friday / 9:00- 17:00 Our client is a leading financial and wealth management business in Oakham. They are looking to appoint an Administrator to join their growing team, in their superb new offices in the centre of the bustling and vibrant town. The Practice is highly successful and prides itself on offering a first-class se...