Employment Type : Full-Time
Job Advert: Financial Planning Administrator Location: near Warrington (WA4) Salary: up to 30,000 plus benefits Our client, a boutique firm of Chartered Financial Planners based near Warrington, is seeking a Financial Planning Administrator to join their team, supporting one of the company Directors. This role is ideal for someone with a passion for financial services, who thrives in a collaborative and client-focused environment. There will be ...
Employment Type : Full-Time
IDEX Consulting are working with a leading wealth management business who require a Financial Planning Administrator to join their growing team. Working in modern office spaces that are a short walk from the city center train station, the business continues to be an exciting place to work for many staff who have demonstrated genuine progression across front and back office teams. This role gives great exposure, working closely with the Financial...
Employment Type : Full-Time
Dynamite Recruitment are proud to supporting a fantastic company on the recruit for an Financial Planning Administrator, a really fantastic job role to step into! Based within a Independent Financial Planning Practice in Surrey. Working as Private Client Administrator and PA to the Managing Director, providing exceptional quality administrative and technical support to them and the wider team. Duties and Responsibilities will include,...
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...
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...
Employment Type : Full-Time
Location - City of London Salary - 28,000 Role - Financial Planning Administrator Well established wealth management practice based in the City of London require an additional administrator to complement their existing team. Hybrid working 3 days in office. Ideally knowledge of Xplan would be desirable The Role; To support Investment Managers and Wealth Planners by undertaking administration duties that foster excellent client relations through ...
Employment Type : Full-Time
We’re growing and want you to be a part of our journey. Pensions Administration - Implementation Project Support This role will work within Implementations to support the delivery of work in a consistent and market leading manner. This role is a key part of ensuring new business is delivered effectively for the Administration business. The role will report into the Project Manager / Implementation Lead and will be part of the Implementation team...
Employment Type : Full-Time
Location : Poole. Salary : Up to 27,500 depending on experience Hours: 8.30am-4.30pm or 9am-5pm Mon-Fri. Flexibility to work from home (1 day per week) after a successful six-month probation. Benefits : 26 days holiday per year, with a further 3 days awarded by the time you reach 6 years’ service, Day off for your birthday, Company pension, Company Vision Days, Social events, Opportunities to represent the company at external events and networki...
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...
Employment Type : Full-Time
BENEFITS | Company Pension (3% & 5%) Salary is circa. 28k which is negotiable, dependant on experience 23 Days Annual Leave Free onsite parking NJR Recruitment are currently working in Partnership with a well-established small company of Independent Financial Advisers based in a beautiful village around 6/7 miles from Crewe. They are now looking for a Financial Planning Assistant to join their Administration team to provide a high standard o...