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Financial Planning Administrator

Financial Planning Administrator

1 week ago by IDEX Consulting Ltd

An opportunity has become available for a Financial Planning Administrator in London to join a growing Independent Financial Advisory business. This organisation offers a vibrant working environment, lots of training and development, and full exam su...

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Senior Financial Planning Administrator

Senior Financial Planning Administrator

My client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from dec...

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Experienced Financial Planning Support Administrator

Experienced Financial Planning Support Administrator

We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in London (Liverpool Street). They are currently looking to recruit a Private Client IFA Administrator to join their team. The ideal candi...

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Financial Planning Administrator - Cheam - £32-38k + excellent benefits, 25 days holiday and bonus

Financial Planning Administrator - Cheam - £32-38k + excellent benefits, 25 days holiday and bonus

Financial Planning Administrator / Wealth Planning Administrator - supporting 2 Paraplanners Our client is a multi-award-winning firm of Chartered Financial Planners, that we have worked closely with for a number of years. They have an impressive tra...

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3 x Financial Planning Administrator - £30,000 - £33,000 salary - West End (London)

3 x Financial Planning Administrator - £30,000 - £33,000 salary - West End (London)

3 x Financial Planning Administrator - 30,000 - 33,000 salary - West End (London) - WFH 2 days a week after initial onboarding and training My client is an wealth planning business with offices in the West End of London who I have met and placed 20 s...

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IFA Administrator

IFA Administrator

A boutique, and well-renowned independent financial planning practice is looking for an IFA Administrator to directly support a Senior Adviser with PA and IFA Administrator duties on a part time basis. This role is 20 hours a week (9am - 1pm Monday t...

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IFA Administrator with 1 years' experience - Chartered IFA firm - West End Offices (Central London)

IFA Administrator with 1 years' experience - Chartered IFA firm - West End Offices (Central London)

IFA Administrator with 1 years' experience - Chartered IFA firm - West End Offices (Central London) - Hybrid working after onboarding and training My client are an award winning Chartered independent wealth planning firm in Central London who I have ...

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IFA ADMINISTRATOR ( route to Paraplanner) - London-Hybrid - c £30k plus...

IFA ADMINISTRATOR ( route to Paraplanner) - London-Hybrid - c £30k plus...

Plus: excellent career opportunity, superb benefits package includes full study, personal development plan, season ticket loan Amazing opportunity for an experienced IFA Administrator to join an award-winning independent London based firm with a trul...

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Paraplanner

Paraplanner

18 April by mbf.

We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as...

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IFA Administrator

IFA Administrator

5 days ago by Heat Recruitment

Role: IFA Administrator Location: City of London Salary: Up to 35,000 2-3 days a week in the office This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wid...

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Senior Financial Administrator - Salary £30,000- £35,000 - Near Uxbridge

Senior Financial Administrator - Salary £30,000- £35,000 - Near Uxbridge

Our client is based near Uxbridge, we have placed 2 staff within the business in the last 2 years. They are now looking take on a Senior Financial Administrator. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Trusts, M...

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Senior IFA Administrator - Up to £35k - Independent Financial Advisory - Near Uxbridge - £35,000

Senior IFA Administrator - Up to £35k - Independent Financial Advisory - Near Uxbridge - £35,000

1 week ago by Financial Divisions

My client are based near Uxbridge, and are looking to take on a Senior IFA Administrator within the team. I have placed 2 staff within the business during 2022 & 2023. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Tru...

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Financial Administrator to Junior Paraplanner- Boutique IFA firm - Watford - £30k - £35k plus..

Financial Administrator to Junior Paraplanner- Boutique IFA firm - Watford - £30k - £35k plus..

plus Full study support package Benefits My client is an independent wealth planning firm in Watford, providing whole-of-market financial advice to a diverse clientele with several regional offices in the U.K. Managing over 200m of clients' assets, t...

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Practice Manager

Practice Manager

29 April by mbf.

Our client is a leading financial planning firm dedicated to providing exceptional services to individuals and corporates. With a team of approximately 25 professionals, they foster a collaborative environment and uphold core values of trust, industr...

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EXCITING IFA ADMIN OPPORTUNITY (Wealth Management) - London- hybrid working - To £35k plus...

EXCITING IFA ADMIN OPPORTUNITY (Wealth Management) - London- hybrid working - To £35k plus...

6 hrs ago by Financial Divisions

plus excellent benefits package including Bonus, 25 days annual leave (plus Bank Holidays and three-day Christmas closure) DIS, good pension, Private Medical, Income Protection, Employee Share Scheme Are you an experienced IFA Administrator looking f...

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Office Administrator - Wealth Management

Office Administrator - Wealth Management

My client are a Chartered Financial Planning firm renowned for its commitment to excellence. Winning the City Wealth Magic Circle award for Financial Advisory Firm of the Year consecutively for two years, they pride themselves on being an industry le...

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SENIOR IFA ADMINISTRATION - London - Hybrid £38/40k plus...

SENIOR IFA ADMINISTRATION - London - Hybrid £38/40k plus...

plus Excellent benefits package with a very good hybrid working pattern Are you a Senior IFA Administrator looking for an opportunity to add value to a dynamic firm in London's wealth management industry? Our client is seeking an experienced Senior I...

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