Current jobs related to Financial Planning Administrator - Braintree, Essex - mbf.


  • Braintree, Essex, United Kingdom Recruit Wealth Full time

    Experienced Financial Planner OpportunityRecruit Wealth is proud to represent a leading national Financial Planning business in the UK, backed by private equity for further growth and expansion.This advisory role, newly created, is based in our Essex offices and surrounding areas, serving existing clients and building new relationships.With a client bank of...


  • Braintree, Essex, United Kingdom Recruit Wealth Full time

    Experienced Financial Planner OpportunityRecruit Wealth is proud to represent a leading national Financial Planning business in the UK, backed by private equity for further growth and expansion.This advisory role, newly created, is based in our Essex offices and surrounding areas, serving existing clients and building new relationships.With a client bank of...


  • Braintree, Essex, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth Ltd is proud to present a unique opportunity for a seasoned Financial Planning expert to join their esteemed team. This newly created advisory role is situated in the Essex offices, serving a vast client base across the region. With a strong focus on holistic financial planning, wealth management, and investment services, our client offers a...


  • Braintree, Essex, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth Ltd is proud to present a unique opportunity for a seasoned Financial Planning expert to join their esteemed team. This newly created advisory role is situated in the Essex offices, serving a vast client base across the region. With a strong focus on holistic financial planning, wealth management, and investment services, our client offers a...


  • Braintree, Essex, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning firm based in the UK who are looking for a Paraplanning Professional to join their team. This role offers a hybrid working arrangement, with the opportunity to work from home and in the office.The RoleAs a leading Financial Planning firm, we are seeking a skilled Paraplanning Professional to work alongside...


  • Braintree, Essex, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning firm based in the UK who are looking for a Paraplanning Professional to join their team. This role offers a hybrid working arrangement, with the opportunity to work from home and in the office.The RoleAs a leading Financial Planning firm, we are seeking a skilled Paraplanning Professional to work alongside...


  • Braintree, Essex, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning firm based in the UK who are looking for a Paraplanning Professional to join their team. This role offers a hybrid working arrangement, with the opportunity to work from home and in the office.The RoleAs a leading Financial Planning firm, we are seeking a skilled Paraplanning Professional to work alongside...


  • Braintree, Essex, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning firm based in the UK who are looking for a Paraplanning Professional to join their team. This role offers a hybrid working arrangement, with the opportunity to work from home and in the office.The RoleAs a leading Financial Planning firm, we are seeking a skilled Paraplanning Professional to work alongside...


  • Braintree, Essex, United Kingdom R3vamp Limited Full time

    About the RoleWe are seeking a highly skilled Financial Planning Manager to join our team at R3vamp Limited.As a key member of our finance team, you will be responsible for overseeing the financial health of our organization by managing all aspects of financial planning, analysis, and reporting.Key ResponsibilitiesDevelop and implement financial plans and...


  • Braintree, Essex, United Kingdom R3vamp Limited Full time

    About the RoleWe are seeking a highly skilled Financial Planning Manager to join our team at R3vamp Limited.As a key member of our finance team, you will be responsible for overseeing the financial health of our organization by managing all aspects of financial planning, analysis, and reporting.Key ResponsibilitiesDevelop and implement financial plans and...


  • Braintree, Essex, United Kingdom Recruit Wealth Full time

    Recruit Wealth is proud to represent a leading national Financial Planning business in the UK, backed by private equity for further growth and expansion.This advisory role, newly created, is based in their Essex offices and surrounding areas, serving existing clients and building new relationships.With a client bank of over 150+ households, this opportunity...


  • Braintree, Essex, United Kingdom Recruit Wealth Full time

    Recruit Wealth is proud to represent a leading national Financial Planning business in the UK, backed by private equity for further growth and expansion.This advisory role, newly created, is based in their Essex offices and surrounding areas, serving existing clients and building new relationships.With a client bank of over 150+ households, this opportunity...


  • Braintree, Essex, United Kingdom Recruit Wealth Ltd Full time

    Join a Thriving Financial Planning BusinessRecruit Wealth Ltd is proud to represent a leading national Financial Planning business in the UK, backed by private equity for further growth and expansion.This advisory role is located in our Essex offices, serving existing clients and building new relationships in the surrounding areas.With a client bank of over...


  • Braintree, Essex, United Kingdom Recruit Wealth Ltd Full time

    Join a Thriving Financial Planning BusinessRecruit Wealth Ltd is proud to represent a leading national Financial Planning business in the UK, backed by private equity for further growth and expansion.This advisory role is located in our Essex offices, serving existing clients and building new relationships in the surrounding areas.With a client bank of over...


  • Braintree, Essex, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth Ltd is proud to present a unique opportunity for a seasoned Financial Planning expert to join their esteemed team. This newly created advisory role is located in the Essex offices and surrounding areas, servicing existing clients and building on new client activity. With a recent acquisition, there is an existing client bank available,...


  • Braintree, Essex, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth Ltd is proud to present a unique opportunity for a seasoned Financial Planning expert to join their esteemed team. This newly created advisory role is located in the Essex offices and surrounding areas, servicing existing clients and building on new client activity. With a recent acquisition, there is an existing client bank available,...


  • Braintree, Essex, United Kingdom R3vamp Limited Full time

    £40,000 - £45,000 Braintree, Essex Permanent Your New Role As a key member of the R3vamp Limited team, you will play a pivotal role in driving financial growth and stability. The Finance Manager will oversee all aspects of financial planning, analysis, and reporting, ensuring alignment with our strategic objectives. You will collaborate closely with...


  • Braintree, Essex, United Kingdom R3vamp Limited Full time

    £40,000 - £45,000 Braintree, Essex Permanent Your New Role As a key member of the R3vamp Limited team, you will play a pivotal role in driving financial growth and stability. The Finance Manager will oversee all aspects of financial planning, analysis, and reporting, ensuring alignment with our strategic objectives. You will collaborate closely with...


  • Braintree, Essex, United Kingdom IWC Estate Planning and Management Ltd Full time

    About IWC Estate Planning and Management LtdWe are a reputable legal services company that offers a dynamic and successful career path for ambitious individuals. Our company is renowned for its exceptional customer service and expertise in the field.Job SummaryWe are seeking a driven and organized individual to join our team as an Administrative Coordinator....


  • Braintree, Essex, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning firm based in the UK who are looking for a Paraplanner to join their team. This role offers hybrid working arrangements, with the opportunity to work from home and in the office.The RoleAs a leading Financial Planning firm, we are seeking a skilled Paraplanner to work alongside our Financial Planners,...

Financial Planning Administrator

3 months ago


Braintree, Essex, United Kingdom mbf. Full time
Our client is a multi-award winning Chartered practice based on the Herts/Essex border.

They work at the top end of the market with client average level of investable assets ranging from £3-25Mthey have an in-house Investment Manager and provide a fullcomprehensive financial planning service.

Their focus for 2019 is on Family Wealth Management and their aim is to be the No 1 Family Wealth Manager in the London Cambridge corridor in the next ten years.

Their current requirement is for an experienced Financial Planning Administrator to join the business to provide technical support to a team of Senior Financial Planners.

You will have a close working relationship with both the Planners and Senior Paraplanners,this will help you to develop your career and progress within the organisation.


A first class opportunity to work for a highly successful and well respected practice who can offer a first class and positive working environment along with highly competitive salary, bonus and generous benefits.