Employment Type : Full-Time
Paraplanner Ideally qualified to Level 4 Diploma or very close to receiving qualification. Qualification is not essential if you have extensive years of experience and knowledge is evident. Full time – Office based Position. Based in Beckenham, BR3 Essential skills required: The ability to produce comprehensive, accurate and clear Suitability Reports, to write reports on a wide variety of topics including Pensions, Investments, Inheritance tax, ...
Employment Type : Full-Time
We are looking for an experienced Financial Administrator to join our clients SJP Practice based in London. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM systems and platforms (including Salesforce). Key Responsibilities: - Provide a high level of technical and administrative support,...
Employment Type : Full-Time
We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Ipswich. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM systems and platforms (including Salesforce). This position will be hybrid working, with 4 days office based and 1 day working fro...
Employment Type : Full-Time
Financial Services Administrator Location: Stourbridge, DY9 / Hybrid working available Hours: Full Time Salary: Up to 30,000 benefits and bonus, but negotiable for candidates with substantial experience. Working as part of the team at a Senior Partner Practice of St. James’s Place Plc, who provide bespoke financial advice and services to a broad range of clients; individuals, families, and businesses. An excellent opportunity has arisen for a pr...
Employment Type : Full-Time
The Company : A high-performing Partner Practice level SJP firm based in Central Leeds looking to add an industry experienced Financial Services Administrator to their adviser support team. Office Location: Central Leeds Hybrid/Home Working: No - 100% office-based Package: 28-30k base annual bonus and full company benefits: 25 days holiday stats, 5% pension, 2xDIS Private & Medical Insurance; plus a 35pm wellbeing allowance Bonus: Highly rew...
Employment Type : Full-Time
My client, a well-established and highly successful Wealth Management firm (SJP) based in London, is seeking a versatile IFA Administrator to join their team. This is an excellent opportunity for someone looking to advance their career in wealth management, with the added benefit of a flexible, hybrid working pattern. In this role, you will support a Partner by handling technical-level administration for Ultra High Net Worth clients, managing co...
Employment Type : Full-Time
SJP Financial Administrator/ Junior Paraplanner REMOTE ROLE - 1 day in the office per week near Slough Work with 5 advisers with 450 clients 30k - 35k plus benefits My client are a boutique wealth planning firm with offices near Slough who offer financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they have 4 advisers and manage the affairs of 450 clients with assets ranging gr...
Employment Type : Full-Time
Excellent Benefits & Progression Offices Based Near Harrow (Northwest London) Are you a seasoned professional with extensive SJP experience? My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for an experienced Financial Administrator with a minimum of 3 years’ experience. An established IFA, my client provides a wide range of services, including investment planning, retirement plann...
Employment Type : Full-Time
Plus: Career Progression, Study Aid, Car Parking on site Our client specialises in providing top-notch administrative support specifically for SJP Partners. With more than 10 years of experience and a strong reputation, their team delivers excellent service for all administrative tasks, allowing partners to concentrate on growing their business. My client seeks an experienced SJP Financial administrator who is confident, numerate, a professional...
Employment Type : Full-Time
My client is a highly successful and well-established Wealth Management firm (SJP) based in London, currently seeking a versatile IFA Administrator eager for a new opportunity in Wealth Management. The company offers a flexible hybrid working arrangement. In this role, you will provide technical administrative support to a Partner, handling UHNW (Ultra High Net Worth) and complex cases involving pensions, investments, IHT, estate planning, and p...