191 Client Services Assistant Jobs

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Mortgage Advisor

Mortgage Advisor

Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing. We are seeking experienced Mortgage & Protection Advisers to provide exceptional levels of a...

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Administration Assistant

Administration Assistant

25 April by Isio

We’re growing and want you to be a part of our journey. Administration Assistant We are seeking an Administration Assistant to support our pension scheme administration service. You will be required to support the administrators by offering first-lin...

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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 - route to Paraplanner - Guildford - £30-£38k salary plus bonuses

Financial Planning Assistant - route to Paraplanner - Guildford - £30-£38k salary plus bonuses

4 days ago by Financial Divisions

Our client is a professional 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 clients across ...

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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 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 Administrator - route to Paraplanner - Windsor - £38k salary plus bonuses

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

Our client is a professional Central Berkshire 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 protec...

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CASS Assistant

CASS Assistant

Do you have previous experience working in an office environment? Are you someone who works well under pressure? Our client, an award-winning investment firm, is looking for a CASS Assistant to join their team. Your responsibilities will be: Conduct ...

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Treasury Assistant

Treasury Assistant

17 May by Oliver James

Oliver James are partnered with an Asset Management client based in Manchester. This will be a role solely focusing on the treasury function and providing support for the end to end process. As Treasury Assistant you'll be joining at an exciting time...

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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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Assistant IFA

Assistant IFA

6 Feburary by Wallace Bates Limited

Our client is a leading wealth management business based in the West End of London. They service UHNW clients who typically have in excess of 500kinvestable assets. Services offered to clients include Investment Management, private banking. Due to ex...

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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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Assistant Investment Manager - Boutique Wealth Management Business

Assistant Investment Manager - Boutique Wealth Management Business

A prestigious boutique Wealth and Investment Management firm, located in the heart of Yorkshire, is looking to appoint an Assistant Investment Manager to join their growing team. You'll work closely with the Investment Manager, receiving excellent tr...

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Assistant Accountant

Assistant Accountant

Yesterday by Matt Burton

This is a very exciting and progressive opportunity for an Assistant Accountant looking to progress within a leading Commercial Explosive Manufacturer in the UK. The client is a market leader whose service provision spans multiple channels and applic...

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Azure Platform Engineer

Azure Platform Engineer

3 May by Harvey Nash

Azure Platform Engineer London 80,000 pa - 100,000 pa Permanent role About the Company: Our client is a global leader in natural resources, committed to responsible mining and trading practices. They are currently undergoing significant business and ...

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Revenue Assistant and Credit Controller - City of London/Hybrid working - C £25,000 plus...

Revenue Assistant and Credit Controller - City of London/Hybrid working - C £25,000 plus...

Wealth Management C 25,000 and excellent benefits inc bonus and share scheme/28 Days holidays plus bank holidays An excellent opportunity to join a highly regarded Wealth management firm, working in their busy Finance function and taking responsibili...

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