Employment Type : Full-Time
About Attivo: Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our?clients. We pride ourselves on being completely transparent, open and honest - an approach that builds trust with our clients and inspires their financial confidence. Our experienced, highly qualified financial specialists and expert...
Employment Type : Full-Time
The Company: A regionally renowned and rapidly expanding IFA/wealth management business based in Wakefield who are looking to bring in an experienced Admin Manager as a succession plan to the current incumbent, who is semi-retiring in 2025. An excellent opportunity for a man-manager who is motivated by driving workflow efficiencies, yet still enjoys the technical/product side of the service said team delivers: Location: Wakefield Hybrid Working:...
Employment Type : Full-Time
Role Profile To provide comprehensive administrative support in relation to cash management, system/data maintenance and general administration in accordance with all company policies and procedures Key Responsibilities Cash Management • Ensure all monies received (cash, cheques, cards etc.) are processed promptly and securely and managed in accordance with company policy and procedures • Report any errors and discrepancies to the TPS Centre Man...
Employment Type : Full-Time
The Company: A high calibre, Harrogate based IFA firm who are looking to add an experienced Financial Planning Administrator to their expanding adviser support team. This is a highly responsible technical administration role supporting multiple planners across the breadth of private wealth caseloads, from investments and pensions to tax and trust work. Office Location: Central Harrogate Working Setup: Office-based Package: 30-35k base discretion...
Employment Type : Full-Time
Financial Planning Administrator – Wakefield – Up to 35,000 Competitive salary up to 35,000 Opportunity to develop within a growing firm Friendly and professional team environment Benefits package We are recruiting on behalf of a well-established firm in Wakefield that is seeking a dedicated professional to join their team. The Role: As a Financial Planning Administrator , you will provide essential support, ensuring the smooth running of client...
Employment Type : Full-Time
IFA Administrator – Join a Leading regional Wealth Management Firm and Elevate Your Career Are you a detail-oriented professional with a passion for financial services? Ready to be a key player in a fast-growing, client-focused Wealth Management firm? We’re looking for an experienced IFA Administrator to join our dynamic team and support our expert Independent Financial Advisors in delivering top-tier service to high-net-worth clients. Why Join ...
Employment Type : Full-Time
Location - City of London Salary - 28,000 Role - Financial Planning Administrator Well established wealth management practice based in the City of London require an additional administrator to complement their existing team. Hybrid working 3 days in office. Ideally knowledge of Xplan would be desirable The Role; To support Investment Managers and Wealth Planners by undertaking administration duties that foster excellent client relations through ...
Employment Type : Full-Time
Location - City of London Salary - 40,000 plus Package Role - Financial Planning Administrator Well established wealth management practice based in the City of London require an additional administrator to complement their existing team. Hybrid working 3 days in office. Ideally knowledge of Xplan would be desirable The Role; To support Investment Managers and Wealth Planners by undertaking administration duties that foster excellent client relat...
Employment Type : Full-Time
Hybrid IFA Administration Client managment Fram and a working with a respected discretionary wealth manager, who is currently seeking a Financial Planning Administrator. In this pivotal role, you will work closely with Advisers, Paraplanners, and the Head of Planning to ensure compliance standards are met and exceptional client service is provided. As a key team member, responsibilities will involve assisting in preparing recommendations, ...
Employment Type : Full-Time
Job Title: Financial Planning Administrator Industry: Financial Services Location:Birmingham Salary: 24,000 - 30,000 Reference Number: 9504 Job Description: We are working with a thriving wealth management firm in Birmingham City Centre; their goal is to provide clients with independent financial advice that helps their clients to retain their wealth. Our client is looking for a Financial Planning Administrator to join their dynamic, friendly te...