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Senior Wealth Management Administrator

Senior Wealth Management Administrator

SENIOR WEALTH MANAGEMENT ADMINISTRATOR / PRACTICE MANAGER - Lombard Street, London ( EC3V 9BQ) Role overview We are recruiting for a full time Wealth Senior Wealth Management Administrator / Practice Manager to support a small team within a successfu...

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Business Support Administrator (Wealth Management)

Business Support Administrator (Wealth Management)

We are looking for an experienced Financial / Business Support Administrator to join our clients firm based in London, who provide bespoke financial advice and services to HNW families. This role will be working as part of a team at a well-establishe...

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Compliance Assistant

Compliance Assistant

10 April by Goodman Masson

Responsibilities: Responsibilities (brief): - Responsible for assisting the Compliance Team in the execution of their duties, and in particular duties concerning the oversight and management of Delegated Authority - Reporting to the Delegated Authori...

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Senior IFA Administrator - Paraplanner - £30k - £35k + Bonus - Boutique IFA Firm - Slough

Senior IFA Administrator - Paraplanner - £30k - £35k + Bonus - Boutique IFA Firm - Slough

Ready to be part of a dynamic boutique wealth planning practice with over 25 years of experience? We're in search of a Senior IFA Administrator to join our vibrant team, reporting directly to the Operations Manager. Renowned for delivering solid fina...

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Client Support Team Leader

Client Support Team Leader

28 March by Ortus PSR

Team Leader: Administrative Support Specialist at a Wealth Management firm The Salary range for a Client Support Team Leader is up to 35,000 Bonus & hybrid working 4 days in the office and 1 from home Are you ready to play a pivotal role in our thriv...

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Junior Paraplanner/Route to Paraplanner - Central London/Hybrid-c £35,000 and...

Junior Paraplanner/Route to Paraplanner - Central London/Hybrid-c £35,000 and...

2 days ago by Financial Divisions

and bonuses/Study support/Benefits The Opportunity A superb opportunity to join a successful, expanding boutique IFA practice and take full responsibility for a key client support function within the business, ensuring the success of a client’s outco...

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Client Servicing Lead (Wealth Management)

Client Servicing Lead (Wealth Management)

We are looking for a Client Servicing Lead for our client based in London. You will be joining a well-established Wealth Management firm, a partner practice of SJP (St. James Place) and will play a crucial role in ensuring regular contact with client...

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Financial Planning Administrator - Progression to Paraplanner

Financial Planning Administrator - Progression to Paraplanner

My client is a boutique wealth planner, asset manager and employee benefits specialist. As they are independent, this allows them to provide objective advice that is aligned to a client’s best interests, delivered by teams steeped in financial servic...

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Financial Services Operations Support (Remote)

Financial Services Operations Support (Remote)

4 December by Finlink Ltd

This role is for you if you are an IFA administrator in a Financial Services practice, ideally with novation experience. With this role you will benefit from joining a large team where you will receive support, hybrid working, great benefits, and due...

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Mortgage Administrator

Mortgage Administrator

Mortgage and Protection Administrator required for an award-winning and expanding company. Be part of a small team that plays a fundamental part in helping our clients achieve their goals and protect their futures. Would you like to work for a compan...

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Pension Specialist

Pension Specialist

Yesterday by eFinancialCareers

At M&G our purpose is to help people manage and grow their savings and investments, responsibly. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clients and iden...

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