Financial Planning Administrator
2 months ago
Our client, a leading national wealth management and employee benefits consultancy, are currently looking for an experienced Wealth Administrator / Financial Planning Administrator to support one of their highest producing Financial Planners.
Candidates will be responsible for providing a technical administration service to the financial planner and paraplanner providing valuations, processing new business, obtaining valuations and preparing new business quotations, preparing and maintaining client files, undertaking product research, preparing recommendations and constructing accurate reports.
Candidates need to have proven financial services / wealth management administration experience ideally with a strong technical knowledge of investments, pensions, protection, pension transfers and general financial planning. Experience across a range of platforms is preferred. You will ideally be qualified to Level 4 / Diploma, or working towards (although this is not essential) and have good planning and organisational skills.
In return our client is looking to offer a competitive basic salary as well as an excellent benefits package and plenty of opportunities for career progression, potentially into a Paraplanning / Advisory role, within this growing organisation.
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Financial Planning Consultant
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeWe are seeking to employ two experienced Financial Advisers with annual salaries starting at £50,000.Key responsibilities include maximising client wealth and providing expert financial guidance.Deliver high-quality advice to clients.Maintain strong relationships with clients.The ideal candidate will be an experienced Financial Adviser with a strong...
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Senior Financial Planning Professional
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the Role:We are seeking an experienced Financial Adviser to join our team at Quilter Financial Planning.About the Business:Our business is a financial planning business, with purpose-led financial planning at the heart of what we do.About the Team:You will be working closely with our clients, engaging with them on a personal level and encouraging them...
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Financial Planning Administrator
2 weeks ago
London Area, United Kingdom Switch Recruitment Services Ltd Full timeOur client, a leading national wealth management and employee benefits consultancy, are currently looking for an experienced Wealth Administrator / Financial Planning Administrator to support one of their highest producing Financial Planners.Candidates will be responsible for providing a technical administration service to the financial planner and...
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Mortgage Advisor
6 days ago
London Area, United Kingdom Quilter Financial Planning Full time1st Financial are one of Quilter Financial Planning’s leading mortgage & protection advice businesses based in West London - W7They are offering an outstanding opportunity for a Mortgage & Protection Adviser to work on an Employed basis with development support available towards a full financial advice role if required.Your duties will include:Provision of...
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Mortgage Advisor
6 days ago
London Area, United Kingdom Quilter Financial Planning Full timeMortimer Pip are one of Quilter Financial Planning’s leading mortgage & protection advice businesses based in W1 Central London. With a culture fostered by knowledge, integrity and individual creativity, they methodically advise and serve their client base. They are offering an outstanding opportunity for a Mortgage & Protection Adviser to work on an...
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Financial Planner Opportunity
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeOpportunity OverviewWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we operate a strong network of advisors based across the UK.This role offers a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis. You will be responsible...
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Financial Adviser
4 days ago
London, United Kingdom Quilter Financial Planning Full time*** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE *** If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...
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Financial Planning Administrator
6 months ago
London, United Kingdom Recruitment Rebellion Full timeIFA Financial Planning Administrator required. We're looking for someone with at least a couple of years financial services administration sales support experience. Hybrid working available. Starting salary from £30,000 Are you an experienced financial planning administrator? Do you love working in administration and wish to take your career in sales...
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Financial Advisor
6 months ago
London, United Kingdom Quilter Financial Planning Full timeSummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...
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Senior Financial Planning Administrator
1 month ago
London Area, United Kingdom JJ SEARCH LIMITED Full timeSALARY: 40-55KThe ClientA prestigious boutique Wealth Management firm servicing Financial Planning needs of HNW clients.The RoleThe Senior Financial Planning Administrator / Practice Manager will play an integral role within thIS prestigious Wealth Management firm, being responsible for all client and team support activities providing administrative support...
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Senior Financial Planning Administrator
1 month ago
London Area, United Kingdom JJ SEARCH LIMITED Full timeSALARY: 40-55KThe ClientA prestigious boutique Wealth Management firm servicing Financial Planning needs of HNW clients.The RoleThe Senior Financial Planning Administrator / Practice Manager will play an integral role within thIS prestigious Wealth Management firm, being responsible for all client and team support activities providing administrative support...
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Financial Planning Administrator
2 weeks ago
London, United Kingdom Switch Recruitment Services Ltd Full timeOur client, a leading national wealth management and employee benefits consultancy, are currently looking for an experienced Wealth Administrator / Financial Planning Administrator to support one of their highest producing Financial Planners.Candidates will be responsible for providing a technical administration service to the financial planner and...
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Financial Planning Administrator
2 weeks ago
London, United Kingdom Switch Recruitment Services Ltd Full timeJob Description Our client, a leading national wealth management and employee benefits consultancy, are currently looking for an experienced Wealth Administrator / Financial Planning Administrator to support one of their highest producing Financial Planners. Candidates will be responsible for providing a technical administration service to the financial...
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Financial Planning Administrator
2 weeks ago
London,, UK, United Kingdom Switch Recruitment Services Ltd Full timeOur client, a leading national wealth management and employee benefits consultancy, are currently looking for an experienced Wealth Administrator / Financial Planning Administrator to support one of their highest producing Financial Planners.Candidates will be responsible for providing a technical administration service to the financial planner and...
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Financial Planning Coordinator
2 months ago
London Area, United Kingdom Switch Recruitment Services Ltd Full timeOur client, a leading national wealth management consultancy, is seeking an experienced Wealth Administrator / Financial Planning Administrator to support one of their highest producing Financial Planners.Candidates will be responsible for providing a technical administration service to the financial planner and paraplanner, including valuations, new...
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Hays Financial Group
6 months ago
London, United Kingdom Quilter Financial Planning Full timeOne of our highly successful and leading businesses, Hays Financial Group are currently seeking Mortgage & Protection Advisers to join their team on an employed or self-employed basis. The company provides a range of services including Mortgage Planning, Investment & Pension Planning, Protection Advice and Insurance to numerous clients. The company...
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Financial Advisor
6 months ago
Greater London, United Kingdom Quilter Financial Planning Full timeSummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...
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Financial Advisor
6 months ago
London, UK, UK, United Kingdom Quilter Financial Planning Full timeSummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...
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Financial Advisor
6 months ago
Greater London, United Kingdom Quilter Financial Planning Full timeSummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...
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Financial Advisor
3 weeks ago
Greater London, United Kingdom Quilter Financial Planning Full timeJob Description Summary We are currently recruiting for one of our leading Appointed Representative firms. David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented...