Employment Type : Full-Time
Introduction My client is a fully independent whole of market IFA firm based in the North Leeds areas, providing locally based individuals, HNW clients and business with sound Financial Planning services and advice. Position We are currently seeking a hybrid Paraplanner / Administrative member of staff to join an existing team of Paraplanners / Administrators who are supporting 6 Financial Advisers in their daily duties. Specifically, you will b...
Employment Type : Full-Time
An international investment firm is seeking a motivated and detail-oriented Junior Analyst to join their investments team. The ideal candidate will support market research, data analysis, and financial analysis across various projects. You will assist in evaluating market trends, financial reports, and operational data to support decision-making and help develop strategies for business growth. This role requires working from the Central London h...
Employment Type : Full-Time
Your new company A highly successful and diversified organisation providing professional services across a number of sectors, including investment, legal services, health and property. Your new role As the Senior Administrator, you will report directly to the Head of Accounts/Managing Directors Executive Assistant. You will support with managing and maintaining complex calendars, coordinating meetings across time zones and process expenses. You'...
Employment Type : Full-Time
We are currently recruiting for a Wealth Management firm in Bracknell who are looking to recruit a Financial Planning Administrator Job Overview To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice. Primarily prepare for client meetings, manage and process all aspects of pre-sale and post-sale administration to ensure cases are chased through pipeline as quickl...
Employment Type : Full-Time
Planning Administrator Location: Chineham Business Park, Basingstoke Penguin Recruitment is delighted to be supporting a leading EV infrastructure provider in their search for a Planning Administrator to join their in-house Development Team based in Basingstoke. Backed by a purpose-driven global investment organisation, our client is the UK's largest fully public owner-operator of rapid DC charging stations, committed to accelerating the electri...
Employment Type : Full-Time
Job Title: IFA Administrator (Client Account Executive) Location: Sheffield Office-based (Mon-Fri, 9am-5pm) Salary: 23,000 - 27,000 per annum Reference Number: 9598 Main Purpose of the Role: We are seeking a motivated and detail-oriented IFA Administrator to join a Financial Planning team. The role involves supporting the report writing and administrative processes to ensure our clients are confident, informed, and well-served in their investmen...
Employment Type : Full-Time
Existing Business Administrator Location: Bristol city centre Job Type: Full-time We are seeking a dedicated Existing Business Administrator to join our team. In this role, you will be responsible for managing financial data related to client accounts, ensuring accurate record-keeping, and generating reports to summarize clients' financial positions. This position requires a keen eye for detail and a proactive approach to problem-solving. Day-to...
Employment Type : Full-Time
Existing Business Administrator Location: Bristol city centre Job Type: Full-time We are seeking a dedicated Existing Business Administrator to join our team. In this role, you will be responsible for managing financial data related to client accounts, ensuring accurate record-keeping, and generating reports to summarize clients' financial positions. This position requires a keen eye for detail and a proactive approach to problem-solving. Day-to...
Employment Type : Full-Time
Mortgage & Protection Administrator Location: Loughborough Salary: Up to 30,000 DOE Duration: Permanent, Full time or Part Time Are you an organised and detail-oriented administrator with experience in financial services? We are looking for a Mortgage & Protection Administrator to join a growing IFA in Loughborough. About the Role As a Mortgage & Protection Administrator, you will provide essential administrative support to mortgage ...
Employment Type : Full-Time
Financial Services Administrator / Paraplanner Location - Horsley, Near Wylam (NE15) Hours - Full time, Hybrid working pattern if required Salary - 28,000 - 32,000 depending on experience Gardner Wealth Management, a St. James's Place Senior Partner Practice near Newcastle is looking to appoint an experienced Financial Services Administrator/Paraplanner to join our growing team. Our Practice is highly successful and prides itself on offering a f...