Financial Administration

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 clients across the home counties region. They also offer advice on Wills, trusts and Estate planning to help with...

Financial Administrator/ Trainee Paraplanner - Wimbledon - £33k - £35k + bonus, Full study support - Chartered IFA firm My client are a Chartered independent wealth planning firm with offices in Wimbledon who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across London and...

Financial Administrator/ Trainee Paraplanner Vacancy - £33k - £35k + bonus, Full study support - Chartered IFA firm My client are a Chartered independent wealth planning firm in Central London who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Sussex/Kent and London....

My client is a Boutique forward-thinking Independent IFA Firm in London, who are looking to take on a graduate IFA Administrator/ Financial Planning Assistant who has gained 6 months experience working in Wealth Management/Financial Services and looking to carve out a career in this space. As an Entry Level Financial Planning Assistant, you will be...

My client is a dynamic and forward-thinking Independent IFA Firm in Southwest London, who due to organic growth are looking for an IFA Administrator who has gained about 6 months' experience in Wealth Management or Financial Services. You will be supporting the Advisers and Paraplanners in the Company with administration across pensions, investments, and...

Financial Adviser to manage circa £500k of recurring fee incomeOur client is one of the leading independent Chartered Wealth Management firms in London. Having worked closely with them for nearly 7 years, we have seen the consistently grow organically year on year. The board have no intention of selling the businessto an asset building third party and will...

One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSkillsnUnderstanding complex information - Analysing financial datanTeam building -...

plus Study with Bonus upon each exam passMy Client, a reputable and established Client focussed independent Financial Planning Firm, is looking to offer this new role to an experienced IFA Administrator who enjoys all aspects of the client onboarding process from start to completion and enjoysworking in a dedicated Pod structure.Opportunity highlights This...

This group of care homes, located in and around East London, is looking for a skilled Financial Controller to handle accounting, payroll, taxation, and administrative tasks for the group. Reporting to the Financial Director, you will play a key role in supporting the residential care homes in all finance-related matters, ensuring smooth operations from both...

plus comprehensive achievable 4 separate bonuses with existing ClientsEstablished over 20 years ago, my client is a technically based, sustainable practice which aims to work with its clients for life covering the full spectrum of Financial Advice required working closely with other professionals such as Accountants and Solicitorsto ensure the best outcome...

Flexible WFH/ remote policyThe OpportunityOur client is the financial planning arm of well established, highly respected and recognised Charted Accountancy firm, established a number of years and has a large, loyal client base that are professionally managed throughout all stages of their lives.Our client provides truly independent financial advice which...

plus study, hybrid, career progressionAre you an experienced senior IFA Administrator looking for an opportunity to lead a small team? My client is a boutique independent wealth management firm with their offices in the City and is offering this superb opportunity to shadow, learn and developpeople management skills to a progressive and enthusiastic IFA...

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 Administrator to join them who has gained some office administration experience. Your responsibilities will be...

excellent opportunity with amazing benefitsAre you an experienced IFA Administrator looking to join a thriving successful business where you will feel happy, included, and valued for your hard work and commitment? I am currently working with this highly respected award-winning independent boutiquefirm of Financial Planners and due to organic growth are...

My client is a dynamic, boutique and forward-thinking Independent, IFA Firm in London, who due to expansion are looking to take on a versatile Senior IFA Administrator who is looking for a new opportunity in Wealth Management. The company offers a hybrid working pattern which can consist of 2-3 days in the office and WFH. You will be working in a pod,...

Junior IFA Administrator £24,000 + Bonus + Full Study Support Package & development opportunitiesMy client is a Chartered wealth planning practice based in the City of London near Fleet Street/Holborn who have been operating for 20+ years. They have built of portfolio of clients over the years who falls into the HNW & UHNW private clients category andare...

My client is a dynamic, boutique and forward-thinking Independent, IFA Firm in London, who due to expansion are looking to take on a versatile Senior IFA Administrator who is looking for a new opportunity in Wealth Management. Company offers a hybrid working pattern. You will be supporting Directors/Advisers with administration across pensions, investments,...

The OpportunityOur client is a highly regarded, award winning boutique private client wealth planner, asset manager and specialist within employee benefits. As they are entirely independent they can provide objective advice that is aligned to client's best interests, deliveredby extensively knowledgeable and experienced specialist teams. The company has been...

The Role:Product Safety AdministratorThe Location:Head Office, 16 Kirby Street, Farringdon, London,The Salary:£16,000 per annumThe Hours:20 hours per weekWhy work for us: Top rate industry leading pay Discount in all of our restaurants 40% off all day, every day Exclusive discounts and cashback options at a range of retailers and cinema tickets at great...

and career opportunityMy Client is an independent wealth management business where Financial Advice is provided for Private Clients and their families. The Business is going through a large period of growth and they are now looking to strengthen their Acquisitions Team by introducingan additional Administrator to their existing team.Opportunity Highlights...