senior financial planner Jobs - 163
Financial Services Administrator
Reed - IP333TU
Employment Type : Full-Time
Financial Planner Support Location: Bury St Edmunds Job Type: Full-time Salary: up to 35k Reed Financial Services are partnering with a Financial Services firm seeking a dedicated Financial Planner Support professional to join their team. The role involves providing essential administrative support to Financial Planners and Directors, ensuring they have accurate information for client meetings, maintaining up-to-date client records, and supporti...
Financial Services Administrator
Reed - IP11QJ
Employment Type : Full-Time
Financial Planner Support Location: Bury St Edmunds Job Type: Full-time Salary: up to 35k Reed Financial Services are partnering with a Financial Services firm seeking a dedicated Financial Planner Support professional to join their team. The role involves providing essential administrative support to Financial Planners and Directors, ensuring they have accurate information for client meetings, maintaining up-to-date client records, and supporti...
Financial Services Administrator
Reed - IP333TU
Employment Type : Full-Time
Financial Planner Support Location: Bury St Edmunds Job Type: Full-time Salary: up to 35k Reed Financial Services are partnering with a Financial Services firm seeking a dedicated Financial Planner Support professional to join their team. The role involves providing essential administrative support to Financial Planners and Directors, ensuring they have accurate information for client meetings, maintaining up-to-date client records, and supporti...
Senior Financial Services Administrator
NJR Recruitment - Nottingham
Employment Type : Full-Time
Our Client are a well established Boutique firm of Independent Financial Planners dealing with a client bank of High Net Worth clients. They offer a friendly and professional working environment where development is fully encouraged and supported. They now have an exciting opportunity for an experienced Financial Services Administrator to join their team based in Nottingham. The role of the Senior Financial Services Administrator will be to prov...
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...
Financial Planning Administrator
Exchange Street Claims & Financial Services - M332AF
Employment Type : Full-Time
The phrase "work-life balance" has been around for years now. But not every company has got the memo. There are still those who don't understand that the world has changed and people need and expect flexibility. And that if you don't give people choice about where they work they assume one thing - you don't trust your staff. Not here. At this firm you can choose to work from home two days a week. And not only do you get to choose wheth...
Financial Services Administrator
mbf. - TA11AD
Employment Type : Full-Time
Our client an award winning, chartered and highly respected financial planning practice is seeking to recruit a Financial Services Administrator to join their friendly team. The business has an excellent name in the industry, they are committed to providing first class holistic financial advice to their portfolio of HNW & UHNW clients. Role overview As a Financial Services Administrator, you will play a crucial role in supporting the overall...
Senior Financial Services Administrator
Hays Specialist Recruitment Limited - Nottingham
Employment Type : Full-Time
Your new company An independent financial services consultancy based on the outskirts of Nottingham City Centre. Your new role As a Senior Financial Services Administrator, you will support the team of Financial Planners to achieve business objectives and complete tasks to a high standard. Key responsibilities will include providing research, client valuations, processing new business, producing basic suitability reports, liaising with clients a...
Senior Financial Services Administrator
North Oak Recruitment Ltd - NG27PP
Employment Type : Full-Time
Senior Financial Services Administrator Nottinghamshire (our Ref AL1318) Salary 28,500 - 32,000 dep on exp full benefits package and hybrid working after probation period My client is an award-winning IFA and they now have an exciting opportunity for an individual with 4 years experience within a wealth management organisation to join their team as a Senior Financial Services Administrator. Main responsibilities of the role: To compile basic sui...
Financial Advice Administrator
THE OPENWORK PARTNERSHIP - B179NT
Employment Type : Full-Time
Role: Financial Advice Administrator Location: Birmingham Salary: 24,000 to 30,000 (depending on experience) We are recruiting for an experienced Financial Advice Administrator to join one of our partnership business based in Birmingham. This role will focus on providing effective technical support to the Practice Principal to ensure an efficient processing of business and to deliver a high quality service to their clients. We are looking for so...