wealth management administrator Jobs - 529
Wealth Management Administrator
Cameron James - GU71AA
Employment Type : Full-Time
This is an exciting opportunity to join an evolving firm of Chartered Financial Planners with offices in Godalming. The Client Support role is an ideal opportunity for someone looking to work in a well-established and highly respected financial planning company. You will provide a high quality, administrative service to Financial Advisers whilst working collaboratively with the Client Support Team. They are very committed to supporting personal ...
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 ...
Client Admin (Wealth Management)
Recruit UK - Cardiff
Employment Type : Full-Time
Recruit UK is looking for an Client Administrator. This Cardiff-based financial planning firm offers tailored pension and investment advice, prioritising long-term client relationships and adaptive strategies. With a dedicated support team and advanced technology, they ensure clients stay informed and in control, always focusing on achieving the best possible outcomes. Role Overview As a Client Administrator , you will play a pivotal role in sup...
Financial Services Administrator - Wealth Management
Astral Recruitment - Wolverhampton
Employment Type : Full-Time
Our client is a successful and established Financial Services company who are part of a major National Wealth Management brand They are currently looking for an experienced Financial Services Administrator to join the team This role is office based in Wolverhampton therefore we are looking for some within a commutable distance to the office The candidate must have experience in Investment and Pension processing but we are open to someone who has...
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 ...
Private Client Administrator (Wealth Management)
Artemis Recruitment Consultants Ltd - London
Employment Type : Full-Time
Our client is looking for a Private Client Administrator to join their team, working at their London office 2 days per week. Key Responsibilities: PA and general admin duties Organise and diarise meetings on behalf of the Private Client Director Work with the Private Client Director to prioritise tasks Fields calls and email queries as appropriate and act on all non-technical queries Provide agendas and information requests prior to client meeti...
Wealth Planning Administrator
mbf. - EC4N1SA
Employment Type : Full-Time
One of the UK's premier Wealth Management firms is currently seeking to recruit an experienced Wealth Planning Administrator to be based out of their offices in the City of London. This role offers an exceptional salary and benefits package, combined with the flexibility of a hybrid working model. The Role: Provide crucial administrative support to Wealth Planners, ensuring compliance with company processes. Act as the first point of contact for...
Wealth Planning Administrator
Cranleigh Personnel - Stansted
Employment Type : Full-Time
Wealth Planning Administrator Location: Stansted Mountfitchet - Hybrid options with Monday and Friday from home Salary 26000 - 35000 Are you a Wealth Planning Administrator looking to take the next step in your career? We’re hiring on behalf of our client, a boutique Independent Financial Advisor (IFA) firm specialising in ultra-high-net-worth clients . Whether you’re looking for more flexibility in your current role or a place that offers a cle...
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 ...
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...