Employment Type : Full-Time
IFA Administrator / Wealth Planning Administrator Birmingham (North East outskirts of City Centre)- office based 25,000 - 28,000 depending on experience Are you a Wealth Planning or Pensions Administrator looking for your next role? Would you like to feel valued by working in a boutique wealth planning company instead of a corporate IFA firm? Or are you currently working as a Pensions Administrator and looking for a move into wealth planning? Ar...
Employment Type : Full-Time
IFA Administrator York Hybrid working Up to 30,000 lucrative bonus This opportunity is perfect for an experienced IFA administrator who enjoys supporting advisers, working collaboratively in a close-knit team, and being part of something bigger than just a job. This is more than just admin - it's a chance to join an employee-owned firm where your voice is heard and your efforts rewarded. With structured support, potential development opportuniti...
Employment Type : Full-Time
Job Advert: IFA Administrator Location: Southport, Merseyside Salary: Up to 35,000 Bonus scheme (Up to 15%) Employment Type: Full-time, Permanent Reference Number : 9804 The Company My client is committed to providing high-quality financial advice and services to clients, ensuring they receive expert support with their financial planning needs. Be a part of a growing team, developing as an IFA Administrator supporting Financial Advisers, clients...
Employment Type : Full-Time
We are working with a large wealth management company looking to take on a Financial Services Administrator to support one or more Financial Planners! This role is suitable for someone wanting to kick start their financial services career and wishes to move into paraplanning or financial planning! Or someone who wants to remain as a career Administrator! Responsibilities will include but will not be limited to: Proactively develop and maintain e...
Employment Type : Full-Time
IFA Administrator – Southport | 28,000 - 33,000 | Career Opportunity with a Leading Wealth Management Firm Are you an experienced IFA Administrator or Wealth Management Administrator looking for a new challenge? This is an exciting opportunity to join a highly respected and client-focused wealth management firm based in Southport . The firm prides itself on delivering personalised financial planning and investment advice to individuals, families...
Employment Type : Full-Time
Are you an experienced Administrator from a Financial Planning environment looking to branch out into report writing and a paraplanning role? 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 support to the Financial Advisers and Paraplanning team. The successful candidate will have experience within a...
Employment Type : Full-Time
Flexible working & homeworking available Our client, an award winning and chartered firm of financial planners are looking to recruit a Client Services Administrator to join their central London based team. This is a first class opportunity to develop your technical skillset within a reputable team of professionals. Our client is also interested in speaking with candidates who are also looking to move into paraplanning in the future. Duties ...
Employment Type : Full-Time
Flexible working & homeworking available Our client, an award winning and chartered firm of financial planners are looking to recruit a Client Services Administrator to join their central London based team. This is a first class opportunity to develop your technical skillset within a reputable team of professionals. Our client is also interested in speaking with candidates who are also looking to move into paraplanning in the future. Duties ...
Employment Type : Full-Time
IFA Administrator – Wakefield | 28,000 - 33,000 | Join a Dynamic Wealth Management Firm Are you an experienced IFA Administrator or Wealth Management Administrator looking to take the next step in your career? This is a fantastic opportunity to join a respected, client-focused Wealth Management firm in Wakefield, where your skills and expertise will be truly valued. Why Join This Firm? Well-established, growing wealth management business with a ...
Employment Type : Full-Time
IFA Administrator/ Fully Funded Exam Support Glynde, East Sussex Full-time, 37.5 hours/week (Monday to Friday, 9am-5pm) Office-based Circa 35,000 DOE 25 days holiday bank holidays birthday off Bupa cashback scheme Discretionary bonus About Us A long-established, client-focused financial planning firm with circa 100m AUM. We deliver proper financial planning, not sales, not volume, built around long-term relationships and detailed client understa...