Employment Type : Full-Time
Location: Alton Salary: Up to 30,000 (Negotiable) Industry: Financial Services Reference Number: 9451 An exciting opportunity has arisen for an experienced Senior Financial Planning Administrator to join a growing team in Alton. This role is perfect for someone who excels at providing high-quality administrative support to financial advisers, liaising with providers and ensuring exceptional client service for high-net-worth individuals. As a sen...
Employment Type : Full-Time
Job Advert: Financial Planning Administrator Salary: 25-35K plus Benefits Full time or Part time considered Location: Newcastle-Under-Lyme Do you have a strong eye for detail, a knack for organization, and a commitment to delivering exceptional client service? An established, multi-office Wealth Management firm with offices across the UK, is seeking a Financial Planning Administrator to join their team, supporting Financial Planners and Office M...
Employment Type : Full-Time
Location: Stansted (Hybrid Working Available) Salary: 30,000- 35,000 (flexible for experienced candidates) Bonus & Benefits Are you a detail-oriented professional with a passion for financial planning and client service? This is your chance to join an award-winning Chartered financial planning practice working with high-net-worth clients and providing bespoke, comprehensive advice. About the Firm This highly respected financial planning firm...
Employment Type : Full-Time
Financial Planning Administrator - Financial Services Location: Harrogate Salary: Competitive, with an attractive benefits package Hours: Full-time working hours, Monday to Friday Are you a detail-oriented professional with a passion for financial planning and administration? Join our well-established firm in Harrogate, providing both financial advice and discretionary investment services. We are looking for a Senior Financial Planning Administr...
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...
Employment Type : Full-Time
Fantastic opportunity. A leading Chartered IFA brokerage is currently seeking an experienced FP support to join their busy and growing team. You will be working as part of a team supporting the Paraplanners and Chartered advisers. Additional duties will include day to day administration i.e. processing new business applications, chasing outstanding information, research reviews and renewals, valuations and dealing with external companies. The id...
Employment Type : Full-Time
We are currently recruiting for a highly regarded Financial Planning practice in Bury St Edmunds who are looking to recruit a Financial Planning Support Administrator. Purpose of role To provide administrative support to Financial Planners and Directors, to ensure that they have timely and accurate information in readiness for client meetings To ensure that client records are up to date and that internal systems and processes are followed To sup...
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...
Employment Type : Full-Time
Our client is looking for an experienced Senior Administrator to join their Wealth Management firm based in London. This position comes with a generous pay and benefits package and has hybrid working available. Responsibilities To provide administrative support to one or more financial advisers, which includes, but is not limited to, the following. Training and mentoring new and existing team members on a face-to-face basis to facilitate early a...
Employment Type : Full-Time
Senior Financial Services Administrator Location: Aylesbury, Buckinghamshire (Hybrid: 3 days in office, 2 remote) Salary: 30,000 - 40,000 benefits (dependent on experience and qualifications) We are looking for someone ready to be part of a transformative journey in financial services? MDG Professional Services Ltd. is looking for a driven professional to join our team in a role that blends operational excellence with technological innovat...