senior wealth administrator Jobs - 142
Senior Wealth Administrator
Artemis Recruitment Consultants Ltd - Berkswell
Employment Type : Full-Time
Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records, data gathering and application form preparation and submission. The role will involve promoting the company’s services in a professional and FCA compliant manner. Our client offers a hybrid worki...
Senior Administrator - Wealth Management
Brevere Group - CB101AF
Employment Type : Full-Time
Do you have a passion for Wealth Management? Do you strive to deliver the best outcomes for Clients and Advisors? Do you focus on delivering solutions? If the answer to these questions is yes, we would like to hear from you. Our client, an award winning Wealth Management firm, is looking to expand their offering to HNW Private Clients. They are looking to attract a professional and proactive Administration and Support professional who will take ...
Senior Wealth Management Administrator
Brevere Group - CV77LE
Employment Type : Full-Time
Join a growing, forward-thinking wealth management firm where your skills make a difference. They’re looking for an experienced Wealth Management Administrator to support a busy and vibrant team. This is an excellent opportunity for someone from a Financial Services background (ideally within a financial planning environment) who is confident, highly organised, and enjoys working in a collaborative setting. If you have strong technical skills, a...
Senior Administrator - Wealth Management
Brevere Group - EC3A4AF
Employment Type : Full-Time
Do you have a passion for Wealth Management? Do you strive to deliver the best outcomes for Clients and Advisors? Do you focus on delivering solutions? If the answer to these questions is yes, we would like to hear from you. Our client, an award winning Wealth Management firm, is looking to expand their offering to HNW Private Clients. They are looking to attract a professional and proactive Administration and Support professional who will take ...
Senior Administrator - Wealth Management
Brevere Group - CB10GT
Employment Type : Full-Time
Do you have a passion for Wealth Management? Do you strive to deliver the best outcomes for Clients and Advisors? Do you focus on delivering solutions? If the answer to these questions is yes, we would like to hear from you. Our client, an award winning Wealth Management firm, is looking to expand their offering to HNW Private Clients. They are looking to attract a professional and proactive Administration and Support professional who will take ...
Senior Financial Planner
Portman Financial People - SW21AD
Employment Type : Full-Time
South of England (flexible within M3/M4 corridor) Self-Employed / Partner-Level Equity Client Bank ( 10m- 15m) Leads Ongoing Revenue The Opportunity A family-run, client-centric wealth planning firm is seeking a senior financial planner to join the business in a senior capacity. This is not a traditional employed role. Instead, it’s a true opportunity to build capital value , write business into your own book, and shape the future of a profitabl...
Administration Manager - Wealth Management
James Phillip Financial Recruitment - Northampton
Employment Type : Full-Time
James Phillip Financial Recruitment are working with a great local Wealth Management firm looking to recruit an experienced Admin Manager. As the Admin Manager you will: Manage a team of administrators to ensure that a high level of support is always provided. You will also be responsible for the overall management of the back-office system for your team as well as producing client valuations. You will also be required to work with the Senior Ma...
Senior IFA Administrator
Switch Recruitment - Ipswich
Employment Type : Full-Time
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced and competent IFA Administrator or Wealth Planning Administrator to join their growing team. Responsibilities: - Providing administration and planning support to Financial Planners and a professional service to new and existing clients - Undertake cli...
Senior IFA Administrator
Switch Recruitment - Bury St. Edmunds
Employment Type : Full-Time
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced and competent IFA Administrator or Wealth Planning Administrator to join their growing team. Responsibilities: - Providing administration and planning support to Financial Planners and a professional service to new and existing clients - Undertake cli...
Senior IFA Administrator
NJR Recruitment - Solihull
Employment Type : Full-Time
Senior IFA Administrator Salary up to 38,000 Solihull area Exam support Free Parking NJR Recruitment are representing a highly regarded Wealth Management organisation who are based in the Solihull area. Our client hold an excellent reputation within the industry for providing Advice to a forever growing Client bank consisting of high net worth individuals who now have an exciting opportunity for a talented and experienced IFA Administrator to jo...