Employment Type : Full-Time
Our client, a leading Wealth Management organisation is currently seeking a Client Administrator to join their London based Financial Planning team. This role includes a hybrid working arrangement, allowing for three days of office-based work and two days of remote work per week. Our client is a distinguished entity within the Investment Management & Financial Planning sector, boasting a great reputation throughout the UK. The organisation e...
Employment Type : Full-Time
Financial Planning Administrator Up to 30,000 per annum, Life cover, income protection and health cash plan Eye care vouchers Enhanced annual leave increasing with service Flexible/ Smart working Employee assistance programme We are so excited to be representing such a highly regarded business advisory practice who due to continued success and expansion, are now seeking an additional Financial Planning Administrator to join their office in Leeds...
Employment Type : Full-Time
My client is a Independent Stockbroker, Investment Management & Financial Planning firm based in Harrogate. We are urgently seeking an IFA Administrator to join the existing Administrative teams on the Financial Planning side of the business, generally you would be responsible for supporting Financial Advisors of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakehold...
Employment Type : Full-Time
Eventus Recruitment are seeking an experienced IFA Administrator to join a successful IFA / Financial Planning business based in Bolton, Greater Manchester. This is a great job opportunity to join an established and successful company with big growth plans. You will benefit from a supportive team, hybrid working with 2 days remote, loyalty bonus of c 6,000 payable after 2 years of service, team bonuses and an excellent pension. Role responsibili...
Employment Type : Full-Time
Financial Planning Administrator 25,000 - 28,000 Nottingham Excellent Benefits, 25 Days holiday, Free Parking , Study support, Flexible hours and an early finish every Friday. Death in Service, X2 Salary Our Client are a small and very well established Boutique form of Independent Financial Planners dealing with a client bank of High Net Worth client. They offer a friendly and professional working environment where development is fully encourage...
Employment Type : Full-Time
Job Title: Financial Planning Administrator Industry: Financial services Location: Whiteley Salary: Up to 32,000 (depending on experience) Job reference: 9041 Job Description: Recruit UK is working on an excellent opportunity for a Financial Planning Administrator in Whiteley to join a quickly expanding private wealth management company. Our client has offices across the UK and advises on over 3 billion of client assets. This sets them apart fro...
Employment Type : Full-Time
Financial Planning Administrator - Gateshead Tempest Jones have a fantastic vacancy for a Financial Planning Administrator to join a busy firm of financial planners based in Gateshead. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions, investments and protection as well as l...
Employment Type : Full-Time
My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning. We are urgently seeking an experienced Financial Planning Administrator to join the existing team providing 9 months Maternity cover. You will be responsible for providing full administrative support to a team of Financial Planners / Advisers. S...
Employment Type : Full-Time
Our highly regarded client, a prominent Investment Bank & Wealth Manager with a legacy tracing back to 1980, stands as a leader in Europe across the Asset Management, Private Banking, and Wealth Management sectors. Currently, our client is in search of a Financial Planning Administrator to augment their team, providing essential support to Senior Financial Planners. These professionals offer wealth management services to a select portfolio o...
Employment Type : Full-Time
Are you a diligent administrator with financial services experience, looking for a new role in a dynamic and supportive environment, offering long term career opportunities? Due to continued success in providing fee-based advice to HNW clients, this successful practice requires a professional and proactive Financial Services Administrator to provide support to the planning process. Duties for this role will include: Obtain policy information, qu...