Employment Type : Full-Time
Investment Support Administrator (Reporting Teams) A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms, in our existing Investment team. We are looking for those of you who wish to join and grow with us as a business in our Bromsgrove office with hybrid working opportunities. You will join us on a full-time, permanent basis, and in return, you will receive a co...
Employment Type : Full-Time
Executive IFA Administrator AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and r...
Employment Type : Full-Time
Senior Financial Planning Administrator Location: Nottingham (Onsite Parking Available) Hours: Monday to Friday, 9:00 AM - 5:00 PM Salary: 28,000 - 32,000 We are working with a Nottingham IFA that is looking to recruit a Senior Financial Planning Administrator with strong administrative skills to support their paraplanning and advice teams. This role requires someone with previous Financial Services experience to manage administration workflows ...
Employment Type : Full-Time
Senior Financial Planning Administrator Location - Warwick Salary 26,000 - 32,000 Duration: Permanent, Full time or Part Time We are working with an IFA firm based in Warwick who are looking to bring on a Senior Financial Planning Administrator. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protectio...
Employment Type : Full-Time
Senior Financial Planning Administrator Location - Edgbaston, Birmingham Salary 26,000 - 32,000 Duration: Permanent, Full time or Part Time We are working with an IFA firm based in Birmingham who are looking to bring on a Senior Financial Planning Administrator. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortg...
Employment Type : Full-Time
Our client, a leading Accountancy firm is seeking a Financial Planning Administrator with exceptional communication skills to join their expanding team in Bury St Edmunds. To be considered for this position you will be proactive, have the ability to prioritise workloads and be confident working to deadlines. The successful candidate will have a genuine interest in financial planning and investment management and have the desire to progress withi...
Employment Type : Full-Time
Are you an experienced Financial Planning Administrator seeking a new challenge and the chance to step into a leadership role? We are currently recruiting for a Senior Financial Planner with a clear pathway to become Head of Account Management within 12-18 months. This exciting opportunity is perfect for someone looking to advance their career, take on mentoring and team leadership responsibilities, and grow within a successful wealth management...
Employment Type : Full-Time
An award-winning boutique wealth management firm is seeking a Client Services Administrator to join their highly regarded team. This role offers an excellent opportunity for an individual with prior experience in an IFA, Financial Services, or Client Services environment who is looking to develop their career within the financial planning sector. The Role: Working closely with Paraplanners and Senior Wealth Planners, the Client Services Administ...
Employment Type : Full-Time
Fantastic opportunity. A leading Chartered IFA brokerage is currently seeking an experienced administrator/junior Paraplanner to join their busy and growing team. You will be working as part of a team supporting the advisers. Additional duties will include day to day administration i.e. processing new business applications, chasing outstanding information, research reviews and renewals, valuations and dealing with external companies. Moving to c...
Employment Type : Full-Time
My client is an award winning advice firm with offices in Norfolk and Suffolk, they have been established for over 35 years. Their Bury St. Edmunds based team are looking for a Financial Planning administration experienced candidate to join their team of successful administration professionals. The successful candidate will benefit from a market leading salary and benefits package and importantly the opportunity to progress in their career with ...