technical wealth planning administrator Jobs - 117
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...
IFA Administration
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...
Technical IFA / Wealth Planning Administrator
Cranleigh Personnel - Leamington Spa
Employment Type : Full-Time
Technical IFA / Wealth Planning Administrator Location: Leamington Spa Salary: 26,000 - 35,000 Are you an IFA / Wealth Planning Administrator seeking your next career opportunity? Do you find yourself in a situation where: You desire to work for a family-oriented business that values its employees while offering excellent benefits and established processes? You believe your hard work isn't reflected in your salary and know you deserve mo...
Wealth Planning Administrator
mbf. - EC2A1AF
Employment Type : Full-Time
One of the UK’s leading Wealth Management firms is currently seeking to recruit high quality Wealth Planning Administrators (with previous knowledge of Xplan) to join their London team. Role offers hybrid working with 3 days in the office and 2 from home. Summary/Job Purpose: In this role, you will play a pivotal part in providing essential support to Wealth Planners, ensuring compliance with company processes. You'll serve as the primary contac...
IFA Administrator / Wealth Planning Administrator
Cranleigh Personnel - Cobham
Employment Type : Full-Time
IFA Administrator / Wealth Planning Administrator Location: Cobham Salary: Up to 35,000 Looking for a role where you can thrive in a collaborative team, gain valuable technical experience, and be supported in your professional development? We’re working with a highly successful, independent wealth planning firm in Cobham that’s seeking an experienced IFA Administrator / Wealth Planning Administrator to join their dedicated, close-knit team of 10...
Technical Administrator - Financial Planning
Brevere Group - Northampton
Employment Type : Full-Time
New year and looking to take your financial planning administration role to the next level? After continued growth and development this leading financial services organisation is looking to bring an experienced and enthusiastic wealth management support professional on board to advance their career. The successful candidate will have experience within a financial services environment, preferably and IFA and have exposure to FCA regulations and s...
Financial Planning Administrator
CB3 Associates Ltd - York
Employment Type : Full-Time
The Company: Extremely well-respected, client-centric focused IFA firm based in Central York looking to add an experienced Financial Planning Administrator who ideally holds some basic suitability report writing experience to their adviser support team: Office Location: Central York Hybrid/Home Working: Yes - 3-days office, 2-days WFH Package: 27-29k base DOE annual bonus & full company benefits Holidays: 25 days holiday stats Working Hours:...
Financial Planning Administrator
Heat Recruitment - NN40BJ
Employment Type : Full-Time
Financial Planning Administrator - Northampton - up to 28,000 The opportunity for a Financial planning Administrator to join a National Financial Services Practice who provide a personal, independent and bespoke wealth management service to high net worth clients. The Opportunity During a period of growth, our partner is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planne...
Financial Planning Administrator
CB3 Associates Ltd - Sheffield
Employment Type : Full-Time
The Company: Nationally renowned and rapidly expanding IFA firm with a busy site in Central Sheffield looking to add an industry experienced Financial Planning Administrator in support of 2 high-performing, private wealth focused financial advisers: Office Location: Central Sheffield Hybrid/Home Working: Office-based ideally, with some flex following successful induction Package: 25-30k DOE discretionary bonus and full company benefits Benefits:...
Financial Planning Administrator
CB3 Associates Ltd - Leeds
Employment Type : Full-Time
The Company: Highly regarded and nationally recognised IFA firm and brand based in Central Leeds looking to recruit an experienced Financial Planning Administrator into their busy back-office team Office Location: Central Leeds Hybrid/Home Working : Yes - 3-days office, 2 days WFH Salary/Package: 28-29k base DOE bonus/benefits Benefits: Pension, 4xDIS & Private Medical Cover alongside a full company benefits package inclusive of study suppor...