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Financial Planning Assistant

Financial Planning Assistant

23 April by Heat Recruitment

Financial Planning Assistant - Central London - up to 38K DOE The company I’m working with an IFA firm who are based in Central London. They provide independent financial advice and manage investment services for High-Net-Worth individuals and their ...

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Financial Planning Assistant

Financial Planning Assistant

7 May by Ortus PSR

If you have experience of handling complex Administration duties for an IFA firm and are looking for a culture that puts people first and actively invests in personal development then apply today. We are looking for an experience IFA administrator to...

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Financial Planning Assistant to Financial Planning Supervisor - City - £32,000- £38,000 (DOE) with..

Financial Planning Assistant to Financial Planning Supervisor - City - £32,000- £38,000 (DOE) with..

With Study Support & Benefits An excellent opportunity has risen for a Financial Planning Assistant to join an Accountancy Practice with a Wealth Management Division based in London. They provide expert and professional advice for both private client...

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FINANCIAL PLANNING ASSISTANT (wealth management) - London - hybrid working To £38k plus...

FINANCIAL PLANNING ASSISTANT (wealth management) - London - hybrid working To £38k plus...

plus top benefits package, opportunity for career progression Excellent opportunity for an experienced IFA Administrator to join a top London firm where emphasis is placed on providing an individual tailored advice plan for their Clients throughout t...

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Junior Financial Planning Assistant - Wimbledon (Hybrid) - Salary up to £30k + study support

Junior Financial Planning Assistant - Wimbledon (Hybrid) - Salary up to £30k + study support

My client is a dynamic and forward-thinking Independent IFA Firm in Wimbledon who due to expansion are looking to take on a graduate IFA Administrator who has gained an internship/work experience in Wealth Management. Full training and support will b...

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Chartered IFA/Chartered Financial Planner

Chartered IFA/Chartered Financial Planner

My client is a well-established business who offer regulated Financial Advice to their private and corporate clients. They are looking for a Chartered qualified Independent Financial Adviser to look after a book of HNW/UHNW individuals in the Notting...

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FINANCIAL PLANNING ADMINISTRATOR (progress to Paraplanning) - Weybridge - To £35 plus...

FINANCIAL PLANNING ADMINISTRATOR (progress to Paraplanning) - Weybridge - To £35 plus...

plus full study support, 25 days holiday, additional Christmas close, PMI, 10% Bonus, extra day for Birthday and prior to RO exams. My Client with offices based in the Weybridge area has been now operating in excess of 15 years and have built their r...

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Financial Administrator - route to Paraplanner - Central London - £38k salary plus bonuses

Financial Administrator - route to Paraplanner - Central London - £38k salary plus bonuses

Our client is a professional city based Financial Advice firm with over 30 years experience in handling wealth portfolios of high net worth individuals, giving advice on pensions, investments, tax planning, IHT, mortgages and some protections to clie...

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FINANCIAL PLANNING ADMINISTRATOR (progress to Paraplanning) - Watford - To £35k plus...

FINANCIAL PLANNING ADMINISTRATOR (progress to Paraplanning) - Watford - To £35k plus...

full study support, 25 days holiday, additional Christmas close, PMI, 10% Bonus, extra day for Birthday and prior to RO exams. My Client with offices based in the Watford area has been now operating in excess of 15 years and have built their reputati...

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Financial Planning/Advice - Senior Administrator/PA

Financial Planning/Advice - Senior Administrator/PA

Client Services Administrator/Manager - Financial Planning Hot New Career role for someone with Industry Experience Superb company - established >30 years, growing practice with several industry awards Reputable employer - work-life balance, modern w...

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Risk & Reg Consultant

Risk & Reg Consultant

14 May by MERJE Ltd

An exciting opportunity to join a financial services team at a leading consulting firm in London as an Assistant Manager within their governance and regulatory practise. You'll have the chance to work on a diverse range of projects, including Section...

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Team Assistant

Team Assistant

16 April by Tay Associates Ltd

A dynamic global investment management firm in the heart of London is looking for a Team Assistant . As the Team Assistant you will be supporting the Head of Business Development and the Investor Relation Team. You will be involved in diary managemen...

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Operations Manager

Operations Manager

9 May by mbf.

Join a progressive and high-performing Independent Financial Adviser (IFA) firm that is making waves in the financial planning industry. Our client is dedicated to providing a modern financial planning experience, combining personalised client servic...

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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

18 April by 808 Group

IFA Administrator Position: IFA Administrator Location: Harrow, London Salary: 25,000 to 30,000 per annum Are you an experienced Senior IFA Administrator, or perhaps running the operations of a busy office, and can support Financial Advisors and Para...

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Finance Assistant

Finance Assistant

1 hr ago by Novax Recruitment

Finance Assistant Redbridge 15 per hour (umbrella) Full Time Contract ( 9 months long) Novax Recruitment is actively seeking a Finance Assistant in Redbridge. This is a contract with a scope for extension working full time hours. The job: Assist seni...

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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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Savings Product Manager

Savings Product Manager

2 May by MERJE Ltd

Savings Product Manager My client is looking for a Savings Product Manager to contribute to the growth and continued profitability of the business by ensuring pricing is aligned to key business targets for the Group’s savings brands. As a proactive i...

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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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French Speaking Associate Talent Acquisition Partner

French Speaking Associate Talent Acquisition Partner

1 hr ago by Euro London

Are you fluent in French and have you got a recruitment experience? Do you aspire to build a career in recruitment within a global financial services leader? If so, we have the perfect opportunity for you Role: French Speaking Associate TA Partner Ty...

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