wealth management administrator Jobs - 723
IFA Administrator - Wealth Management IFA, Financial Services
Astral Recruitment - Horsham
Employment Type : Full-Time
Our client is a successful and established IFA firm in Horsham and they are currently looking for an experienced Financial Services Administrator to join the team We are looking for either an experienced IFA Administrator or even a Financial Adviser looking to downscale. You will be processing Investments and Pension work so the successful candidate will come from a similar background this is an office based role in Horsham Base 28-29000 plus be...
Financial Planning Administrator - Wealth Management - Up to £35k + bonus
Financial Divisions - RH130AB
Employment Type : Full-Time
Financial Administrator (1 year of experience minimum required) Offices near Horsham (Sussex) Boutique IFA with 400 clients 30k - 35k basic salary plus discretionary bonus My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex. In their current setup they manage the affairs of 400 clie...
Wealth Planner
mbf. - EC2R5AN
Employment Type : Full-Time
A leading financial services firm is seeking a dedicated and knowledgeable Wealth Planner to join their team. The successful candidate will report to the Head of Wealth Planning and will be responsible for providing comprehensive financial planning advice to clients, with a strong focus on retirement and estate planning. Key Responsibilities: Deliver superior Wealth Planning advice to clients. Exceed client expectations with professional and cap...
IFA Administrator - Wealth Management IFA, Financial Services HYBRID
Astral Recruitment - Hove
Employment Type : Full-Time
Our client is a successful and established IFA firm based in Hove and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to 30000 plus benefits. We can also offer Hybrid working with 3 days from home ...
IFA Administrator (Wealth Management) - London - up to £26k + study support
Financial Divisions - London
Employment Type : Full-Time
My client is a dynamic and forward-thinking Independent, Chartered IFA Firm in London, who due to expansion are looking to take on a graduate with IFA Admin internship experience gained whilst studying. The role is being offered as a graduate Client Services/Administrator and you will be offered full training and be a part of their professional and friendly team. You will be supporting the Advisers and Paraplanners in the Company with administra...
Senior Adviser Assistant (Wealth Management)
Heat Recruitment - PR71AE
Employment Type : Full-Time
My Lancashire based client is seeking a Senior Adviser assistant to join their team at a time of exciting growth. With hybrid working available, this is an opportunity for an experienced Administrator within the world of Financial Advice to take on additional developmental responsibilities in the role of Senior Assistant. As a Senior, you will take on additional responsibilities, including training new team members and supporting the Operations ...
Graduate Financial Administrator - Wealth Management Firm - Leatherhead (Up to £26k)
Financial Divisions - KT220AD
Employment Type : Full-Time
Graduate or School Leaver seeking first role in wealth management Wealth Management Firm working with HNW & UHNW clients Offices near Epsom (Surrey) Full training, induction and study support 23k - 26k basic salary plus benefits My client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed 4 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, l...
IFA ADMINISTRATOR ( Graduate opportunity within Wealth Management), London, c 28/30k
Financial Divisions - London
Employment Type : Full-Time
Excellent list of benefits and career opportunity Wonderful opportunity for a talented graduate already demonstrating an interest in pursuing a career within wealth management either through an internship or placement in an administrative capacity. My Client is a highly successful Chartered Independent firm of Advisers with an excellent reputation and would like to offer this role to an individual looking to carve their career within wealth mana...
Office Manager - Wealth Management
Your Resourcing Partner Limited - DA122BD
Employment Type : Full-Time
New Opportunity - Office Manager (Wealth Management Company) We are recruiting for an experienced Office Manager within an established Partner Practice of St. James’s Place Wealth Management (SJP) based in Gravesend, Kent (DA12 2). This role is initially a 12 month Fixed Term Contract to cover a period of maternity, however, there is also the opportunity for this role to become permanent long term. Role overview Reporting directly to the Busines...
Wealth Management Relationship Associate
Artemis Recruitment Consultants Ltd - CV77AZ
Employment Type : Full-Time
Wealth Management Relationship Associate - Berkswell We are looking for a new Wealth Management Relationship Associate to join our clients SJP firm, working in Berkswell. 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, and liaising with their clients. Responsibilities: - New Business Processing...