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IFA Administrator / Wealth Planning Administrator

IFA Administrator / Wealth Planning Administrator

IFA Administrator / Wealth Planning Administrator Location: Hungerford, Berkshire Salary 28,000 - 35,000 Hours full time - however 4 day week considered If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting...

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Senior Enterprise Architect - Wealth Management

Senior Enterprise Architect - Wealth Management

24 April by Harvey Nash

Senior Enterprise Architect - Financial Services Key Responsibilities Working with others in the Platform Strategy & Architecture function, based on group strategic needs, help develop technology strategies and roadmaps. Hands-on Enterprise Architect...

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Entry Level - Wealth Management Administrator

Entry Level - Wealth Management Administrator

29 April by mbf.

Are you an ambitious & motivated individual who is looking to join a market leading financial services business where you can have a long term & successful career? Mbf are working with one of our very best clients to recruit an Administrator. Our cli...

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Trainee international wealth manager (Opportunity to relocate)

Trainee international wealth manager (Opportunity to relocate)

Job description About the Role The Trainee wealth managers role begins with learning how to generate activity, inbound and outbound leads for specific areas of financial planning Hoxton specialize in. You will be required to make a minimum of 100 cal...

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IFA ADMINISTRATOR (Wealth Management) - Uxbridge - To £35k

IFA ADMINISTRATOR (Wealth Management) - Uxbridge - To £35k

Are you an experienced IFA Administrator looking for a local opportunity with an extremely successful and established practice where you can progress your Admin career? Due to their excellent reputation gained over many years of operation they are no...

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Paraplanner - HNW Wealth Manager & Investment Management Firm

Paraplanner - HNW Wealth Manager & Investment Management Firm

10 May by Oval Recruit

Paraplanner - HNW Wealth Manager & Investment Management Firm Chipping Norton (flexible work from home options) - competitive Bonus (Profit Share) & Package An Award-winning Wealth Management Consultancy who continues to grow and develop are looking ...

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Compliance Advisory - Investment Management and Wealth Advisory

Compliance Advisory - Investment Management and Wealth Advisory

5 days ago by eFinancialCareers

Required skills and knowledge: • A well-developed understanding of the FCA regulations applicable to Investment Management and Advisory (Financial Planning / Wealth Planning) businesses. • An understanding of the FCA rules in relation to ESG, Princip...

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Junior Wealth Management Administrator (A Level school leaver)

Junior Wealth Management Administrator (A Level school leaver)

Have you just finished (or due to finish) your A’ Levels and wondering how to get a leap into the world of financial services / Wealth Management? We may have the answer just for you We have an excellent opportunity to join an established St. James’s...

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Financial Planner - high profile Wealth Management firm, Mayfair

Financial Planner - high profile Wealth Management firm, Mayfair

The Chartered Financial Planning arm of a very high quality, mid-sized Wealth & Investment Management firm, headquartered in Mayfair, are looking to add an additional Financial Planner to their team to provide holistic, independent financial planning...

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Trainee Financial Adviser, Wealth Management RARE opportunity

Trainee Financial Adviser, Wealth Management RARE opportunity

11 January by Astral Recruitment

Our client has built a great established IFA business with branches throughout Sussex and they are ready to hire a trainee/inexperienced IFA to the team This is a fantastic rare opportunity for a Trainee Financial Adviser role for someone who has gai...

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Trainee Financial Adviser, Wealth Management RARE opportunity

Trainee Financial Adviser, Wealth Management RARE opportunity

18 October by Astral Recruitment

Our client has built a great business with clients all over London and the South East and he is looking to bring a train ee Adviser into the business This is a fantastic rare opportunity for a Trainee Financial Adviser role. Although this role is sel...

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Head of Business Intelligence/ Team Lead - Wealth Management

Head of Business Intelligence/ Team Lead - Wealth Management

29 April by Oliver James

The role of Head of Business Intelligence is to lead the development and implementation of reporting and analytics solutions within the IT department. Reporting to the CTO, the role involves setting the vision and strategy for business intelligence, ...

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Associate Investment Manager , Front Office , Wealth Management

Associate Investment Manager , Front Office , Wealth Management

17 hrs ago by eFinancialCareers

The Company: Our client is a successful wealth management company, highly recognised with a fantastic reputation. The Role: The Associate Investment Manager will aid 2 highly successful Investment Directors in building and maintaining Investment clie...

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IFA Administrator - Wealth Management IFA, Financial Services

IFA Administrator - Wealth Management IFA, Financial Services

Our client is a successful and established IFA firm based in Brighton and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team o...

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IFA Administrator - Wealth Management IFA, Financial Services

IFA Administrator - Wealth Management IFA, Financial Services

Our client is a successful and established IFA firm based in Hove and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sa...

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IFA Administrator - Wealth Management IFA, Financial Services

IFA Administrator - Wealth Management IFA, Financial Services

24 January by Astral Recruitment

Our client is a successful and established IFA firm in Horsham and they are currently looking for an experienced Financial Services Administrator to join the team We are looking for either an experienced IFA Administrator or even a Financial Adviser ...

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IFA Administrator - Wealth Management IFA, Financial Services

IFA Administrator - Wealth Management IFA, Financial Services

19 March by Astral Recruitment

Our client is a successful and established IFA firm in Worthing and they are currently looking for an experienced Financial Services Administrator to join the team We are looking for an experienced IFA Administrator who has Intelligent Office experie...

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IFA Administrator - Wealth Management IFA, Financial Services

IFA Administrator - Wealth Management IFA, Financial Services

28 September by Astral Recruitment

Our client is a successful and established IFA firm based in Worthing and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team o...

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IFA Administrator - Wealth Management IFA, Financial Services

IFA Administrator - Wealth Management IFA, Financial Services

4 days ago by Astral Recruitment

Our client is a successful and established IFA firm based in Horsham and they are currently looking for 2 experienced FS Administrators to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team...

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Financial Administrator/IFA Administrator/Wealth Management - Hybrid - Colchester -£27,000 &...

Financial Administrator/IFA Administrator/Wealth Management - Hybrid - Colchester -£27,000 &...

& 10% Bonus/Study support My client is a Chartered wealth planning practice based in Colchester who have been offering financial advice to their private clients for over 25 years are looking for a Financial Administrator. They have an excellent reput...

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Employed IFA, Established Wealth Management co, Retiring IFA

Employed IFA, Established Wealth Management co, Retiring IFA

18 January by Astral Recruitment

Our client is an established IFA firm with branches across Sussex and they are currently looking for an experienced and successful IFA to join the team This is an amazing role where you will inherit a client base from a retiring IFA The role is to se...

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Office Administrator (Wealth Management) - London (On site) - Salary up to £35k

Office Administrator (Wealth Management) - London (On site) - Salary up to £35k

4 days ago by Financial Divisions

My client is a prestigious Wealth Management firm based in Central London. They are a boutique and forward-thinking IFA with a strong footprint in the Financial Planning industry and have a talented and dynamic team. They are looking for an office Ad...

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CLIENT SUPPORT ADMINISTRATOR (Wealth Management) - London- hybrid working - To £35k and...

CLIENT SUPPORT ADMINISTRATOR (Wealth Management) - London- hybrid working - To £35k and...

4 days ago by Financial Divisions

and 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 fo...

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