Financial Advice Administrator

Job description PLEASE READ CAREFULLY. ONLY APPLY IF YOU HAVE TWO YEARS EXPERIANCE WORKING IN A FINANCIAL PLANNING OFFICE, IF NOT PLEASE DO NOT WASTE YOUR OR OUR TIME. **The business** A small boutique financial advisory business offering bespoke services to high and ultra high net-worth clients is looking to further enhance its back office delivery by...

**Financial Services Administrator** **Location: Midlands - Various locations** **Salary: £23,000 - £35,000 (depending on experience)** **Are you an enthusiastic Financial Services Administrator eager for your next role? Could you fulfil a vital support function within a busy office?** You will be working as part of the team at a highly respected...

**Financial Services Administrator** **Location: Birmingham and Surrounding Areas** **Salary: up to £32,000 depending on experience** **Hours - Full or Part -Time** **Are you an enthusiastic Financial Services Administrator eager for your next role? Could you fulfil a vital support function within a busy office?** You will be working as part of the...

Job DescriptionRole: Financial Advice AdministratorLocation: BirminghamSalary: £24,000 to £30,000 (depending on experience)We are recruiting for an experienced Financial Advice Administrator to join our partnership business based in Birmingham. This role will focus on providing effective technical support to the Practice Principal to ensure an efficient...

Job DescriptionRole: Financial Advice AdministratorLocation: BirminghamSalary: £24,000 to £30,000 (depending on experience)We are recruiting for an experienced Financial Advice Administrator to join our partnership business based in Birmingham. This role will focus on providing effective technical support to the Practice Principal to ensure an efficient...

Since 1899 Birmingham Settlement has been tackling social inequality and disadvantage; supporting people to live happier, more fulfilled lives. Our five organisational objectives are: 1) To improve financial resilience - people and communities 2) To build individual and community wellbeing 3) To develop people - skills, confidence, voice 4) To build...

**Job Title**: Financial Planning Administrator **Industry**:Financial Planning **Location**:Birmingham **Salary**:up to £33,000 (salary negotiable dependent on skill-set) **Job Reference**:7731 Recruit UK are working on a unique and exciting opportunity for a Financial Planning Administrator in Birmingham to join an Independent Financial Advice...

The Settlement provides services and activities that support people to overcome the barriers they face by taking positive action on the issues that impact on their lives. We are looking for enthusiastic volunteer who would be willing to take on the role of reception in one of our buildings in Aston, Birmingham. We deliver a number of services to the local...

Job Description Prime Wealth Planning is the financial planning arm of Prime Accountants Group, a mid-sized regional accountancy practice with offices in Solihull, Coventry and Birmingham. Previously the wealth team were based in Solihull but have recently moved to their newly renovated office in Birmingham, just off St Pauls Square. The move to Birmingham...

Job SummaryWe are seeking an exceptional individual to join our team as a Money Advice Caseworker at Spitfire Advice and Support Services Ltd. As a key member of our organization, you will play a vital role in providing expert advice and advocacy services to our clients.Key ResponsibilitiesDeliver high-quality money advice services to clients, ensuring that...

Elevation Wealth Management are a fast-growing, privately owned practice providing corporate and private individuals with clear, independent financial advice. Due to on-going business expansion we are now looking to add to our Finance Team a new team member to manage all aspects of Finance Administration. Playing a vital role within a small, friendly...

**Job Title**:Financial Planning Administrator **Industry**:Wealth Management **Location**:Birmingham City Centre **Salary**:£23,000 - £28,000 (negotiable on experience) **Job reference: 8961** Recruit UK are working with a prestigious wealth management firm in Birmingham and looking to bring on a Financial Planning Administrator to join their...

Job SummaryWe are seeking an exceptional individual to join our team as a Money Advice Caseworker. As a key member of our organization, you will play a vital role in providing expert advice and support to our clients, helping them navigate complex welfare benefits and debt issues.Key ResponsibilitiesDeliver high-quality money advice services to clients,...

Job OpportunityA leading boutique firm of financial planners is seeking a highly skilled and experienced financial planning administrator to join their team as an account executive/trainee financial adviser.The ideal candidate will have a minimum of one year's industry experience and be studying towards their Diploma in Regulated Financial Planning. They...

Job OpportunityA leading boutique firm of financial planners is seeking a highly skilled and experienced financial planning administrator to join their team as an account executive/trainee financial adviser.The ideal candidate will have a minimum of one year's industry experience and be studying towards their Diploma in Regulated Financial Planning. They...

Job SummaryNCAUK is seeking a highly skilled Financial Administrator to join our team. As a key member of our finance department, you will be responsible for maintaining accurate financial records, preparing timely financial reports, and ensuring compliance with legal standards.Key ResponsibilitiesFinancial Record Keeping: Maintain accurate and up-to-date...

Job SummaryNCAUK is seeking a highly skilled Financial Administrator to join our team. As a key member of our finance department, you will be responsible for maintaining accurate financial records, preparing timely financial reports, and ensuring compliance with legal standards.Key ResponsibilitiesFinancial Record Keeping: Maintain accurate and up-to-date...

*** 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...

Job Number: PEB0090 Pebble Mill Care Home Mill Pool Way Birmingham Birmingham B5 7QQ Location Status On site Salary Amount £11.50 **Financial Administrator (Fixed Term Contract)** **Pebble Mill Care Home, **2 Mill Pool Way, Birmingham, B5 7EG** **£11.50ph plus excellent Bupa Benefits** **10-month Fixed Term Contract. Monday to Friday.** **8.30am -...

_**Are you looking to develop your experience in financial services administration with one of the UK’s top advice firms?**_ **£25k - £28k pa. Hybrid working.** **Excellent benefits (see below)** Due to our continued growth Succession Wealth now have a fantastic opportunity for an organised and competent IFA Administrator to join our Client Delivery...