Employment Type : Full-Time
A fantastic opportunity has arisen for a Senior Financial Services Administrator to join our Independent Financial Planning practice based south of Norwich. The successful candidate would be a key member of our team, who work together to provide financial advice to predominantly high net worth clients. Your duties will include: Providing an efficient administration service for Financial Advisers; assisting the Advisers in the procurement and pro...
Employment Type : Full-Time
We are looking for a strategic financial leader with a passion for driving commercial success and financial integrity to take responsibility for an extended Finance and Procurement function, joining the Board to shape the future of our organisation as Chief Financial Officer . For more than twenty years, Charis has been successfully operating as a business services enterprise, working as the trusted administrator and fulfilment service for many ...
Employment Type : Full-Time
Location: London, Potters Bar or Bristol (can be located in any of these offices) Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation. Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 19...
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
Senior Financial Planning Administrator Location - Cheltenham Salary 26,000 - 32,000 Duration: Permanent, Full time or Part Time, hybrid (2 days a week wfh) We are working with an IFA firm based in Cheltenham 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...
Employment Type : Full-Time
Senior Financial Planning Administrator Location - Cardiff Gate Salary 26,000 - 32,000 Duration: Permanent, Full time or Part Time We are working with an IFA firm based in Cardiff 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 Prot...
Employment Type : Full-Time
Location: Central London Salary: 35,000- 40,000 (flexible for experienced candidates) Bonus & Benefits Are you a detail-oriented professional with a passion for financial planning and client service? This is your chance to join an award-winning Chartered financial planning practice working with high-net-worth clients and providing bespoke, comprehensive advice. About the Firm This highly respected financial planning firm specializes in manag...
Employment Type : Full-Time
Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a professional environment with a client centric approach? If the answer to these questions is yes, this could be the ideal role for you. Due to continued success in providing fee based advice to HNW clients, this successfu...