hybrid wealth planning administrator office manager Jobs - 29

Cameron James - E145AA

Employment Type : Full-Time

We have a fantastic vacancy for a Financial Administrator to join our Client in Canary Wharf. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administr...

Just Us Financial Solutions - EC4A1AY

Employment Type : Full-Time

Experienced financial planning administrator required. Hybrid working 2 days in the office/3 days at home. Join a busy firm of City financial planners and take your career to new heights. Are you the steady, reliable, experienced, and safe pair of hands we are looking for? Are you happy working in administration and support or would you like to progress your career and take on more responsibility? Whatever your career goals, you can achieve them...


Blakemore Recruitment - City of London

Employment Type : Full-Time

Location - City of London Salary - 33,000 Role - Wealth Management 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 a...

Blakemore Recruitment - City of London

Employment Type : Full-Time

Location - City of London Salary - 32,000- 35,000 Role - Wealth Management 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 t...

Austyn Smith Associates Limited - HP92SF

Employment Type : Full-Time

Job Title Office Coordinator / Administrator Are you looking for a challenging role that allows you to take ownership of your workload? Are you a team player who can multitask and help us coordinate and develop our office support? We are a small, established, boutique wealth management practice and are looking for someone who can work efficiently and accurately, work to deadlines and prioritise when necessary. Opportunity We are a growing, indep...

Blakemore Recruitment - City of London

Employment Type : Full-Time

Location - City of London Salary - 28,000- 35,000 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 ...

Ortus PSR - MK62RW

Employment Type : Full-Time

IFA Administrator – Join a Leading regional Wealth Management Firm and Elevate Your Career Are you a detail-oriented professional with a passion for financial services? Ready to be a key player in a fast-growing, client-focused Wealth Management firm? We’re looking for an experienced IFA Administrator to join our dynamic team and support our expert Independent Financial Advisors in delivering top-tier service to high-net-worth clients. Why Join ...

Blakemore Recruitment - City of London

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 ...

Financial Divisions - London

Employment Type : Full-Time

My client is a boutique, Independent IFA Firm in London, who due to expansion are looking to take on an experienced Senior IFA Administrator who has gained at least 5 years’ experience working in a senior support role in Wealth Management. You will be working with a well-established team of Advisers, where you will play a pivotal part of team/ Company with end-to-end administration across pensions, investments, tax & estate planning, and pro...

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...