senior wealth administrator Jobs - 144
Senior IFA Administrator
Berkshire IFA - RG415RD
Employment Type : Full-Time
About Us, Our Clients and Our People Berkshire IFA is an ambitious and growing company committed to our Clients, the outcomes they are seeking, and to our team of people who will help our clients achieve these outcomes. We support all of our team in their own journey both professionally and on a more personal level. We do this by supporting all training and development and offering package of benefits designed to look after our people’s health a...
Senior Pensions Administrator Fixed Term Contract
Equiniti - L22BW
Employment Type : Full-Time
EQ is a leading international provider of shareholder, pension, remediation and credit technology. With over 5,000 employees, it supports 37 Million people in 120 countries. EQ's purpose is to care for every customer and simplify every transaction, delivered with less of an impact on the environment. EQ's vision is to be the leading global share registrar, offering complementary services to its client base. Role Summary We deliver world class cu...
Senior Wealth Administrator
THE OPENWORK PARTNERSHIP - E145NR
Employment Type : Full-Time
Job Title: Senior Wealth Administrator Job Type: Full-time Location: London (Hybrid) Salary: 24,000 - 30,000 per annum (depending on experience) Job Description: A fantastic opportunity has arisen, for a highly motivated and ambitious individual, to join a successful financial firm in London, as a Senior Wealth Administrator. This role offers the chance to gain valuable experience and develop your career within the financial services sector. We ...
Senior Wealth Management Administrator
Antony George Recruitment - CB101AT
Employment Type : Full-Time
Job Title: Senior Wealth Management Administrator About our Client: Our client is a boutique financial advisory firm dedicated to providing exceptional service, with a strong focus on teamwork and client relationships. Their services include: Wealth Management Tax Planning Pension and Retirement Planning Estate Planning Package Details: The successful candidate will receive a Salary up to 38,000 Per Annum Other benefits include: 25 days of base ...
Senior Wealth Planning Administrator
Cameron James - IP83LY
Employment Type : Full-Time
We have a fantastic vacancy for a Financial Administrator to join our Client in Ipswich. 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 administration...
Wealth Management Administrator
Artemis Recruitment Consultants Ltd - Wolverhampton
Employment Type : Full-Time
We are seeking a client services administrator to join a well-established financial services firm based near to Wolverhampton. You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients. Responsibilities: · Making appointments for clients and calling them in advance to confirm, sending out any relevant pre-meeting information · Answering and log...
Senior Administrator
North Oak Recruitment Ltd - NG21EN
Employment Type : Full-Time
Senior Administrator Nottingham (Hybrid) - ref AL1308 Salary 22,000 - 29,000 dep on exp benefits My client is an award-winning Wealth Management organisation and they have an exciting new opportunity to assist the CEO in improving case turnaround times and workflow efficiency to provide an enhanced client experience. This role will work closely with the CEO, Advisers and Paraplanners to ensure clients’ needs are met. Main responsibilities of the...
Client Administrator - Wealth Management / Financial Services
Hays Specialist Recruitment Limited - Wolverhampton
Employment Type : Full-Time
Your new company This organisation is a Senior Partner Practice of St. James' Place and provides tailored financial advice to clients, their families and their businesses. This team is small and close-knit. I am partnering with this team to recruit for an Administrator to join them on a permanent basis to support growth of the business. Your new role Client Administrator Permanent and full-time 25,000 - 27,000 depending on experience Office base...
Wealth Management Opportunities
Lloyd Recruitment Services Ltd - Banstead
Employment Type : Full-Time
Wealth Management Opportunities - Join Our Client's Growing Team! Are you ready to grow your career in financial services? We're seeking talented individuals for two key roles within a thriving wealth management firm: IFA Administrator: Your Role: Provide vital support to advisers, handling client administration, preparing reports, and ensuring compliance standards are met. You Are: Highly organised, detail-focused, and experienced in financial ...
Senior IFA Administrator
Capio Recruitment Financial Planning - GL34AD
Employment Type : Full-Time
Job Title: Senior IFA Administrator Salary: Cheltenham Location: 24,000 - 28,000 A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team. Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele and including Investment Management in the service that they offer, this firm covers the Financial Advice market completely and has wo...