Wealth Management Administrator

To work with two experienced financial advisers in a small practice to service existing clients according to the agreed proposition on investments, tax planning and pensions. Previous experience as a financial planning administrator is essential. Working towards Diploma level qualification would be ideal. The practice specialises in Retirement Planning for...

**Wealth Management Administrator**Location: Cheltenham** **Salary: £24,000 - £30,000 + Bonus (DOE) Hours: Full time** An excellent opportunity has arisen for a professional Wealth Management Administrator to join this friendly Senior Partner Practice of St. James’s Place. The Practice is focused on providing a high level of service to their High Net...

Job Title: Business Operations CoordinatorThis is an exciting opportunity to join a leading Wealth Management company as a Business Operations Coordinator. The role involves providing administrative support to a Partner and their team, ensuring the smooth operation of the office. You will be responsible for preparing letters, presentations, and reports, as...

Job Description:This is a challenging and rewarding role for a motivated and organized individual who wishes to work as an Office Management Specialist in a fast-paced wealth management environment.As an Office Management Specialist, you will be working closely with a senior partner to ensure the smooth day-to-day running of the practice. Your duties will...

**Senior Administrator (Wealth Management) - Cheltenham** **About Attivo**: Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest...

Wealth Management Advisor OpportunityWe are seeking a highly skilled and experienced Wealth Management Advisor to join our Client Servicing team in Cheltenham.This is an excellent opportunity to work with a highly regarded Wealth Management outfit, providing financial advice to valued clients and contributing to the provision of comprehensive range of advice...

As a Private Wealth and Estate Manager at Chadwick Nott, you will play a crucial role in leading and developing our private client department in Cheltenham.You will be responsible for managing complex private client matters including wills, probate, tax planning and estate administration.This role requires a highly experienced lawyer with at least 6 years'...

Join Our Team: Wealth Management AssociateOverview:Capio Recruitment is proud to partner with a leading Wealth Management outfit based in Cheltenham. We're on the hunt for a skilled Wealth Management Associate to help deliver exceptional financial services to our clients.The Role:You'll be part of a friendly and professional team that boasts a fantastic...

**Company profile**: The Wealth Harbour is a boutique financial planning and wealth advisory firm. We look after a small number of clients to plan and manage their family wealth. This includes providing regulated financial advice on savings, Pensions & onshore and offshore investment accounts for both individuals and trusts. We work with our clients to build...

**Job Title**: Adviser Support **Company profile**: The Wealth Harbour is a boutique financial planning and wealth advisory firm. We look after a small number of clients to plan and manage their family wealth. This includes providing regulated financial advice on savings, Pensions & onshore and offshore investment accounts for both individuals and trusts....

Are you a skilled Private Wealth Solicitor looking for a new challenge? Chadwick Nott is a dynamic and forward-thinking law firm based in Cheltenham, offering an exciting opportunity for a talented individual to join their team.The ideal candidate will have significant experience in private wealth law, including succession and tax planning, estate...

This role involves working as a Private Wealth Solicitor for Chadwick Nott, a well-established law firm in Cheltenham. The estimated annual salary range is £60,000 - £100,000.About the FirmChadwick Nott is a reputable full-service law firm that provides comprehensive legal services to its clients. This role offers the opportunity to join a dynamic team of...

**Job Title: IFA Administrator** **Salary: Cheltenham** **Location: £ Negotiable** A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team. Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele and including InvestmentManagement in...

**RBC Brewin Dolphin is one of the UK's leading independent providers of discretionary wealth management. We offer award-winning personalised wealth management services that meet the varied needs of over 100,000 account holders, including individuals, charities, and pension funds. With over 30 offices across the UK and Ireland this enables us to combine the...

Cheltenham Financial Planning JobAre you looking for a challenging and rewarding role in financial planning? We are seeking a skilled Wealth Management Advisor to join our team in Cheltenham. This exciting opportunity offers a competitive salary of £29,000 - £35,000 + Bonus & Benefits, a comprehensive training package, and flexible working arrangements.As...

**Job Title: Senior IFA Administrator** **Salary: £ up to £35,000** **Location**:Cheltenham** A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team. Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele and including...

We are working with a very successful Financial Planning/Wealth Management organisation in the centre of Cheltenham to recruit a Financial Services Administrator. The company are highly regarded and have won multiple awards, they have a national presenceand offices across the UK. They are now seeking to recruit an Administrator who can join one of their...

**Location**: Cheltenham office based, hybrid post 3-month probation **Full time**: 35 hours however 28 hours per week may be considered **Salary**: Highly competitive plus the potential of 10% annual bonus and employee benefits. Working as part of the team at an Appointed Representative of St. James’s Place Plc. An excellent opportunity has arisen for...

Job Title: Wealth Management AssistantA career in financial planning is an exciting opportunity for those who want to make a lasting impact. At Recruit UK Ltd., we are seeking a talented individual to join our team as a Wealth Management Assistant in one of our offices in the South West region. As a key member of our team, you will be responsible for...

**Do you want to work for a reputable firm with a wealth of experience? Do you have experience as an IFA or Wealth Administrator but perhaps you’re looking for progression? Do you feel you can add value and knowledge to a growing team - excellent, please do get in touch.** **Benefits** Ø 25 days holiday Ø Study support Ø Bonus opportunity **What...