Financial Planning Administrator, Client Services

Job Description 28-35K Salary (depending on experience) A leading Investment Management company that offers a range of Investment Services and Financial Planning to Private High Net Worth Individuals This is an exciting opportunity for an individual to be part of a team performing various administrative support tasks in a Wealth Management environment....

28-35K Salary (depending on experience) The Client A leading Investment Management company that offers a range of Investment Services and Financial Planning to Private High Net Worth Individuals The Role This is an exciting opportunity for an individual to be part of a team performing various administrative support tasks in a Wealth Management...

Job Description 28-35K Salary (depending on experience) The Client A leading Investment Management company that offers a range of Investment Services and Financial Planning to Private High Net Worth Individuals The Role This is an exciting opportunity for an individual to be part of a team performing various administrative support tasks in a Wealth...

We are working with a large wealth management company looking to take on an experienced Financial Planning Administrator to support the successful Financial Planners in the Guildford office.This role is suitable for someone who is already working in a financial planning support role and who has knowledge of pensions and investments.Responsibilities will...

We are working with a large wealth management company looking to take on an experienced Financial Planning Administrator to support the successful Financial Planners in the Guildford office.This role is suitable for someone who is already working in a financial planning support role and who has knowledge of pensions and investments.Responsibilities will...

Mbf are working with a national financial planning organisation in Guildford to recruit a Financial Services Administrator. Our client has offices across the UK, this is a fantastic opportunity to join a friendly & professional practice at an exciting stage of growth. The role will involve working closely with senior members of the team (who will provide...

**Financial Services Administrator** **Are you looking for a foot in the door to a financial services career? Have you been seeking a clear-cut progression path? Do you have experience in a Financial Services, Banking, Finance, or Insurance based role? GREAT - I would love to speak with you.** My Guilford based client, with 9 offices across the UK in...

The Client Ahighlysuccessful andexpandingWealth Management firm,widely recognised with an excellent reputationbased in London. The Role The Financial Planning Administrator is a great opportunity to join a successful Wealth Planning team. The Financial Planning Administrator role will providea high level of administrative supporttoWealth Management...

The ClientAhighlysuccessful andexpandingWealth Management firm,widely recognised with an excellent reputationbased in London.The RoleThe Financial Planning Administrator is a great opportunity to join a successful Wealth Planning team.The Financial Planning Administrator role will providea high level of administrative supporttoWealth Management...

My client is a leading Financial Planning firm based in the Guildford areas, but with offices Nationwide, managing clients money and providing sound financial Advice to both businesses and individuals with regards to Pensions, Investments, Retirement / Estate Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently...

The Client Ahighlysuccessful andexpandingWealth Management firm,widely recognised with an excellent reputationbased in London. The Role The Financial Planning Administrator is a great opportunity to join a successful Wealth Planning team. . click apply for full job details

IFA Administrator Lloyd Recruitment Services are delighted to be recruiting on behalf of a well established and highly reputed Independent Financial Advisers that specialise in providing comprehensive financial planning and investment management services to HNW individuals. As they continue to expand, they are seeking a dedicated and talented individual...

The ClientMaximise your chances of a successful application to this job by ensuring your CV and skills are a good match.Ahighlysuccessful andexpandingWealth Management firm,widely recognised with an excellent reputationbased in London.The RoleThe Financial Planning Administrator is a great opportunity to join a successful Wealth Planning team.The Financial...

We are currently representing an International Law Firm who are actively seeking a Client Services Administrator for their Guildford office. You will be joining the Private Wealth Disputes team in a highly reputable firm. You will ideally have some admin/customer service experience. Role & Responsibilities Customer Service: Able to develop solutions to...

**Role and Responsibilities (this is a broad but not exhaustive list)** **Customer Service**: - Able to develop solutions to ensure an exceptional service is provided at all times. - Consistently and appropriately update service users on progress and status of tasks where appropriate - Work with service users to offer assistance where possible - Support...

The Client Ahighlysuccessful andexpandingWealth Management firm,widely recognised with an excellent reputationbased in London. The Role The Financial Planning Administrator is a great opportunity to join a successful Wealth Planning team. . click apply for full job details

Ahighlysuccessful andexpandingWealth Management firm,widely recognised with an excellent reputationbased in London. The Financial Planning Administrator is a great opportunity to join a successful Wealth Planning team. .

**Location** Guildford **Employment type** Permanent **Hours** Full time **Closing date** 16/06/2023 **Description** **Evelyn Partners** Leading independently owned providers of investment management, financial planning, financial advisory, accountancy, tax and corporate services to private clients, corporates, professional practices, and...

Job Description We are currently representing an International Law Firm who are actively seeking a Client Services Administrator for their Guildford office. You will be joining the Private Wealth Disputes team in a highly reputable firm. You will ideally have some admin/customer service experience. Role & Responsibilities Customer Service: Able to...

Do you have a passion for administration? This great employer is looking for an administrator to join their growing business. Working for a high-profile law firm you will be responsible for a wide range of admin duties and file management. You will need to be comfortable in a fast-paced environment and enjoy working with a busy team in a customer focussed...