Financial Planning Administrator

An exciting opportunity has arisen for an Executive Assistant to join our team in Glasgow City Centre working directly with a Chartered Financial Planner. This is a full-time, permanent position, 35 hours a week. **Duties of the role include**: - Liaising between the CFP and clients - Ensuring tasks agreed with clients are achieved on time - Providing full...

**Paraplanner Administrator** **Glasgow** **Up to £20,000 plus benefits** We are seeking an individual to join an excellent Financial Planning firm and work with their small and friendly team in Glasgow. This role is a perfect opportunity to join a small firm and make a big impact. This role will teach you everything you need to know from the ground up...

**Financial Planning Administrator - Glasgow - Salary Negotiable depending on experience, plus Benefits** MB Fitzgerald Recruitment are currently working with one of Scotland's leading firms of Financial Planners who are looking to recruit an experienced IFA Administrator. The business are well established in the area and are known for providing high...

**Financial Planning Administrator - Glasgow - Salary Negotiable depending on experience, plus Benefits** MB Fitzgerald Recruitment are currently working with one of Scotland's leading firms of Financial Planners who are looking to recruit an experienced IFA Administrator. The business are well established in the area and are known for providing high...

**Financial Planning Administrator - Glasgow - Salary Negotiable depending on experience, plus Benefits** MB Fitzgerald Recruitment are currently working with one of Scotland's leading firms of Financial Planners who are looking to recruit an experienced IFA Administrator. The business are well established in the area and are known for providing high...

Financial Planning Support Glasgow Up to £30,000 + market leading benefits package, bonus, flexible working Award winning Financial Planning organisation in Glasgow are hiring. I require an enthusiastic and experienced Financial Planning Administrator to join this successful office. Experience in a Financial Services environment is essential and in return...

Financial Planning Administrator / Glasgow / Permanent / £28,000 - £36,000 basic salary + excellent benefits package (including pension and bonus) + study support / Hybrid working An opportunity has arisen for an administrator to join our highly regarded wealth management client based in Glasgow. In addition to administrative tasks, role holders can also...

Financial Planning Administrator £22,000 to £26,000 plus benefits IFA Supporequired by this top-quality firm of Independent Financial Advisors that provides advice to professionals and other HNW individuals. Initially working in administration the firm will look to move you into paraplanning. - servicing existing business - liaison with Providers -...

IFA Administrator £22,000 to £26,000 plus benefits IFA Administrator required by this prominent wealth manager that provides advice to HNW private individuals across Investments and Retirement Planning. The team continues to grow they now require an Administrator to deal with technical and administrationduties for a senior Advisor. You can choose your...

Job DescriptionWe are seeking a skilled Financial Planning Consultant to join our team at Quilter Financial Advisers. As a key member of our advisory business, you will play a crucial role in helping individuals achieve their financial goals.The ideal candidate will have proven experience as a financial planner, with the ability to analyse complex financial...

About the RoleAs a Financial Planning Specialist with Quilter Financial Advisers, your primary goal is to empower clients in making informed financial decisions that align with their goals. This involves crafting tailored financial plans to ensure they meet their objectives.Your responsibilities will include advising clients on current financial matters,...

Quilter Financial Advisers is a UK-based advisory business dedicated to providing expert financial planning services. Our team of experienced advisers works closely with clients to understand their unique needs and goals, offering tailored solutions to help them achieve financial stability.We pride ourselves on delivering exceptional service, ensuring that...

As a leading UK advisory business, Quilter Financial Advisers is committed to helping individuals achieve their financial goals. We pride ourselves on providing exceptional service and aim to be recognised as one of the best advisory businesses in the industry.We believe in delivering face-to-face service, with a large team of Advisers spread across the UK,...

About the RoleAs a Financial Advisor with Quilter Financial Advisers, you will have the opportunity to work with clients to help them achieve their financial goals. With a proven track record of success in the industry, you will be responsible for providing expert advice on investment strategies and creating tailored financial plans that meet the needs of...

**Senior Financial Planning Administrator - Technical Administrator - Glasgow (flexible home working available) - Salary negotiable to £27K** MB Fitzgerald recruitment are currently working with a top 100 firm of IFA's to recruit a Technical Administrator for their Glasgow office. You will be supporting the firm's Financial Adviser's in providing Advice to...

Quilter Financial Advisers offers a unique opportunity for ambitious individuals to excel in the field of financial planning. As a key member of our team, you will play a crucial role in helping clients achieve their financial goals.We are seeking a highly skilled and motivated individual to join our dynamic team. Your main objective will be to provide...

**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.** **We specialise in helping clients protect and grow their wealth by...

Job OverviewWe are seeking an experienced Financial Planning Consultant to join our team at Quilter Financial Advisers.This is a fantastic opportunity for a skilled professional to take on a challenging role and make a real impact in the lives of our clients.

Welcome to Evelyn PartnersWe are a leading force in UK wealth management and professional services, dedicated to making expert financial guidance accessible to all. Our legacy spans over 180 years, built on a commitment to helping individuals and businesses achieve their financial aspirations.About the RoleWe are seeking an experienced individual to join our...

Company OverviewWe are a leading provider of financial services, dedicated to delivering exceptional support to our clients and their advisors. Our team is passionate about providing high-quality administrative and analytical services to enable our financial planners to excel in their roles.