IFA Administrator
3 weeks ago
Senior Client Services Administrator Wealth / Pensions / InvestmentsAre you an experienced Administrator from a Wealth Management, Pensions, or Investments background who thrives on delivering exceptional client service? Looking for a role where your expertise is genuinely valued and where you can make a real difference to clients and colleagues alike?Were partnering with a respected, long-established wealth management firm celebrated for its personal touch, strong values, and unwavering commitment to doing the right thing for its clients. With steady growth and an enviable reputation across the region, this is a brilliant opportunity to join a supportive team where youll feel trusted, appreciated, and part of something meaningful.The RoleAs the Senior Client Services Administrator, youll be at the heart of the client experience. Working closely with a team of Financial Planners, youll ensure everything runs smoothly, managing workflows, streamlining processes, and offering clear, caring communication at every step.Youll take ownership of client records, process new business, and oversee AML and compliance checks with accuracy and confidence. Youll also play a positive role within the wider team, mentoring colleagues, sharing knowledge, and helping to continuously improve the way things are done.What Youll BringExperience in wea...
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Senior Financial Planning Assistant
1 week ago
Worcester, United Kingdom RGH-Global Limited Full timeSenior Financial Planning Assistant A fantastic opportunity for an experienced Financial Planning Assistant to take on a senior support role within a busy wealth planning team. You will provide high-quality administrative and client support to Planners ensuring smooth delivery of advice and excellent client outcomes. The Role Act as a first point of contact...
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Independent Financial Adviser
4 days ago
Worcester, Worcestershire, United Kingdom RecruitUK Full time £600,000 - £720,000 per yearJob Description Job Title: Financial AdviserIndustry: Financial PlanningLocation: MidlandsSalary: £50,000 - £60,000Reference Number: 14139Job Description:Recruit UK are working on an excellent opportunity for a Financial Adviser in The Midlands to join an Independent Financial Planning firm.Within the Midlands the business has physical offices in both...