Wealth Management Administrator

**Wealth Management Administrator** **Location: Cheltenham** **Salary: £24,000 - £30,000 + Bonus** **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...

We're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients. Investec Wealth & Investment seeks to deliver exceptional levels of customer service and...

We're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients. Investec Wealth & Investment seeks to deliver exceptional levels of customer service and...

Technical AdministratorLocation: CheltenhamSalary: Highly competitive with potential for 10% annual bonus, plus income protection, critical illness and death in service employee benefitsHours: Full timeWorking as part of the team at an Appointed Representative of St. James’s Place Plc.An excellent opportunity has arisen for a professional and adaptable...

This is an excellent opportunity for a person seeking a career in financial services, who is willing to work hard and be rewarded accordingly. The role is office based in Cheltenham. **Job Types**: Full-time, Permanent **Salary**: £24,000.00-£28,000.00 per year **Benefits**: - Company events - Company pension - Gym membership - On-site parking - Sick...

**Client Services Associate** This role will work closely with our existing Client Services Team across the business and will be based at our Cheltenham office. You will initially be learning the processes and procedures of how we manage our clients’ day-to-day administrative needs and support our Wealth Managers. We will support you in developing your...

**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...

**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....

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 presence and offices across the UK. They are now seeking to recruit an Administrator who can join one of their...

**About the Role** This is a pivotal role, supporting and working closely with one of our Directors who is also a Senior Financial Adviser ensuring that they can make the most of their time with clients, providing the best support possible. This is an office based role due to the nature of support. You will work together, providing invaluable support on a...

**Job Title: Senior IFA Administrator** **Salary: £26,000 - £32,000** **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...

**Job Title**: Administrator **Industry**: Financial Planning **Location**:Cheltenham **Salary**: £18,000 - £22,000 **Job Reference**:7602 Recruit UK is working on an excellent opportunity for an Administrator to join a Financial Planning firm. Our client is a successful financial planning firm who specialise in asset management, retirement planning...

**Job Title: Senior IFA Administrator** **Salary: £26,000 - £32,000** **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 Investment...

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...

**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...

Do you want to work for a reputable firm with a wealth of experience? Do you have experience as an IFA Administrator or Wealth Administrator but perhaps you're looking for progression? Do you feel you can add value and knowledge to a growing team whilst also learning from a team of Paraplanners and Advisors? Excellent, please do get in touch. Working...

Do you want to work for a reputable firm with a wealth of experience? Do you have experience as an IFA Administrator or Wealth Administrator but perhaps you're looking for progression? Do you feel you can add value and knowledge to a growing team whilst also learning from a team of Paraplanners and Advisors? Excellent, please do get in touch. Working...

**Job Title**: Administrator **Industry**: Financial Planning **Location**:Cheltenham **Salary**: £18,000 - £22,000 **Job Reference**:7602 Recruit UK is working on an excellent opportunity for an Administrator to join a Financial Planning firm. Our client is a successful financial planning firm who specialise in asset management, retirement planning...

Do you want to work for a reputable firm with a wealth of experience? Do you have experience as an IFA Administrator or Wealth Administrator but perhaps you're looking for progression? Do you feel you can add value and knowledge to a growing team whilst also learning from a team of Paraplanners and Advisors? Excellent, please do get in touch. Working in a...