Employment Type : Full-Time
Mbf are working with one of the UKs foremost Financial Planning & Investment Management organisations; the client has a strong history and a fantastic reputation. They have a national presence but have managed to retain their close-knit, friendly environment - the financial planning division has grown considerably over the past few years with ambitious growth plans for the short-, medium- and long-term future. Their current requirement is fo...
Employment Type : Full-Time
Job Title : Strategy & Communication Team Administrator Contract Type: Permanent Salary: 26,924 Per Annum ( 29,916 is achieved after 12 months successful performance in the role) Working Hours : 35 hours per week Working Pattern : Monday to Friday, Hybrid Location: Liverpool If you share our values and are excited about making a significant impact at Riverside, please ensure you attach a current CV and covering letter. At Riverside we...
Employment Type : Full-Time
Are you a financial planning administrator looking for a new role with opportunities to develop your career, with a hybrid working pattern Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team. Duties for this role will include: Working primari...
Employment Type : Full-Time
MBF is working with one of the UK’s leading Financial Planning & Investment Management firms, known for its strong heritage and outstanding reputation. While they have a national presence, they maintain a close-knit, friendly working environment. Their Financial Planning division has grown significantly in recent years, with ambitious plans for continued expansion. The opportunity In this role, you will provide comprehensive support to a tea...
Employment Type : Full-Time
Recruit UK are working with a longstanding and highly successful investment management firm, who are also pioneers in the ethical investments and developing unique propositions to align with each client’s values and goals. As they continue to grow, they are looking for a passionate investment professional to join the Client Services team. You will work closely alongside the Investment Manager and be the first point of contact for clients. There ...
Employment Type : Full-Time
This financial planning arm of a regional accountancy practice is currently seeking a financial planning administrator to join their IFA team out of their central Sheffield office (hybrid working). In this role you will undertake tasks including inputting new business applications and following these cases through to completion; processing investment and pension withdrawals; and providing technical support both internally and externally with cli...
Employment Type : Full-Time
Recruit UK is looking for an Investment Administrator to join a distinguished wealth management firm based in Edinburgh. Renowned for its professionalism in wealth management and financial planning, this firm is dedicated to building lasting relationships with clients. Role Overview As an Investment Administrator, you will play a pivotal role in ensuring the quality of service is maintained to the highest standards. Key Responsibilities Administ...
Employment Type : Full-Time
Our client is a Financial Services business in Hove and they are currently looking for an experienced Financial Services Administrator to join the team In this role you will support the IFA's and deal with processing Investment and Pension cases Ideally you would currently be in an IFA company doing a similar role No qualifications are required although desired Base to 30000 with allowance of 2 days from home and 3 days ion the office so please ...
Employment Type : Full-Time
Administrator My client is a Chartered Financial Planning firm that exists to educate, enrich, and empower all through our goal-based holistic financial planning. Their reason for being is to provide clients with security, peace of mind, and the ability to focus on what truly matters in life. About you To thrive in this role and embody our values, you’ll need Administration experience in a financial planning company for at least two years. Probl...
Employment Type : Full-Time
Do you have SSAS pension administrative experience? Are you looking for a role with a supportive firm offering good benefits and hybrid working? Due to continued success in providing advice to pension clients, this successful practice requires a professional and proactive Pension Administrator (SASS) to provide support to the planning process and pension administration team. The successful candidate will have experience within a professional ser...