Employment Type : Full-Time
Pensions & Investments Administrator Birmingham / Hybrid Salary up to 35,000 Benefits Candidates MUST have 5 years Experience Our client are a leading and National Independent Provider of Wealth Management and Pension services with multiple offices based around the UK. An exciting opportunity is now on offer for an experienced Financial Services Administrator to join their team in Manchester, Birmingham, Leicester, or Edinburgh. The experien...
Employment Type : Full-Time
Senior Client Services Administrator with Italian, Private Wealth Investment Company, Permanent, 32,000- 40,000 Established, independent Trust and Corporate Services Provider, which also provides accounting and tax services to Private Clients is looking for a Senior Client Services Administrator in the Corporate and Fiduciary Client Services team, ideally Italian speaking. This is a full time and permanent position based in London. Duties and Re...
Employment Type : Full-Time
Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a professional environment with a client centric approach? If the answer to these questions is yes, this could be the ideal role for you. Due to continued success in providing fee based advice to HNW clients, this successfu...
Employment Type : Full-Time
The bank that's leading the fintech charge! We’re not like the rest. We’re true innovators, and we’re redefining what a bank should be. Ours is a bank for today and the future, a mobile-first bank. Forget the stuffy branches, with Atom you can bank whenever, wherever, faster, and simpler. Could you be the next innovator to join us? What will your typical day look like? Different that’s for sure… Atom bank is at the forefront of digital banking, ...
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. You will be working alongside the Client Services team leader in assisting with the smooth running of the firm, managing client data and submitting new business. Responsibilities: Prepare review meeting files Submit new business and proce...
Employment Type : Full-Time
Job Role: IFA Administrator Location: Altrincham Salary: 26,000.00 - 30,000.00 per year (subject to experience) Full-Time: Monday to Friday, 9:00 AM - 5:00 PM Reference Number: 9776 About the company… My client is a leading Wealth Management firm based in the heart of Altrincham, and the opportunity has arisen to recruit a dedicated and experienced Senior IFA Administrator to join a growing Pension & Investment Team. The Role… This is an exc...
Employment Type : Full-Time
Job Title: IFA Administrator Location: Sheffield Salary: 26,000 - 30,000 per annum Reference Number: 9598 Main Purpose of the Role: We are seeking a motivated and detail-oriented IFA Administrator to join a Financial Planning team. The role involves supporting the report writing and administrative processes to ensure our clients are confident, informed, and well-served in their investment and financial decisions. You will work closely with senio...
Employment Type : Full-Time
Senior Financial Administrator C. 35k basic salary plus bonus Near Guildford/Godalming Working with HNW & UHNW clients My client is a wealth planning practice based outside Guildford who have been operating for 30 years. I have met the Directors and been to their offices and placed 8 staff into the business. They have an excellent reputation providing very solid financial advice to both private and corporate clients who lives in London, Kent...
Employment Type : Full-Time
Technical IFA Admin / Junior Paraplanner Location: Hertford Salary: 32,000 - 42,000 Are you a Technical IFA Administrator or Junior Paraplanner looking for your next job move ? Do you feel like you aren’t receiving the right mentoring / career support? Would you like to work for an independent IFA who can support you into a full paraplanning role? Would you enjoy working 1-1 with an Adviser so you can build and develop strong relationships with ...
Employment Type : Full-Time
Location: Westminster (Onsite, with future flexibility) Salary: 45,000 - 80,000 (dependent on experience and qualifications) Contract Type: Full-time, Permanent Pension: Employer contribution up to 7.5% Holiday: 28 days bank holidays Bonus Structure: Structured bonus scheme with 2.5% guaranteed and further performance-based incentives Start Date: ASAP (4-week notice periods accommodated) The Opportunity A well-established, dual-authorised wealth...