Financial Planning Administrator

We are one of the UK’s leading financial planning and wealth management firms with over 20 local offices nationwide. Founded in 2008, we employ over 300 people including over 120 highly qualified financial planners and paraplanners. We are very client-centric and regarded as the firm that regularly sets the standard of excellence in this sector. For us,...

About the RoleWe are seeking a highly organized and detail-oriented Client Administrator to join our Financial Planning team in Cambridge. As a Client Administrator, you will provide administrative support to our Financial Planners and build relationships with clients to deliver a positive and sleek client experience.Key ResponsibilitiesProvide full...

About Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with a rich history of helping individuals and businesses thrive. Our mission is to provide exceptional advice and services to our clients, empowering them to achieve their financial goals.Job DescriptionWe are seeking an ambitious and organized...

About Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with a rich history of helping individuals and businesses thrive. Our mission is to provide exceptional advice and services to our clients, empowering them to achieve their financial goals.Job DescriptionWe are seeking an ambitious and organized...

**Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment, with a great package, holiday and benefits?** Due to continued success in providing fee based advice to HNW clients, this successful financial planning practice requires a professional and proactive Financial Services Administrator to...

About the RoleWe are seeking a highly organized and detail-oriented Client Administrator to join our Financial Planning team in Cambridge. As a Client Administrator, you will provide administrative support to our Financial Planners and build relationships with clients to deliver a positive and sleek client experience.Key ResponsibilitiesProvide full...

About the RoleWe are seeking an ambitious individual to join our Financial Planning team in Cambridge. As a Client Administrator, you will be responsible for providing full administrative support to Financial Planners and building relationships with clients to deliver a positive and sleek client experience.Key ResponsibilitiesProvide administrative support...

About the RoleWe are seeking an ambitious individual to join our Financial Planning team in Cambridge. As a Client Administrator, you will provide full administrative support to Financial Planners and build relationships with clients to deliver a positive and sleek client experience.Key ResponsibilitiesProvide administrative support to Financial...

About Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group, with over 186 years of experience in helping individuals and businesses thrive.We offer a range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.Our MissionWe believe that...

About Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group, with over 186 years of experience in helping individuals and businesses thrive.We offer a range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.Our MissionWe believe that...

Blakemore Recruitment is seeking a skilled Financial Planning Professional to join an award-winning Independent Financial Advisory firm in Cambridge. The ideal candidate will be part of a dynamic team that prioritizes customer experience and drives success.As a Financial Planning Professional, you will work closely with Advisers and Financial Planning...

Role OverviewThe University of Cambridge is seeking a highly skilled and organized individual to support the Executive Director's Office in its mission to conserve and restore life on Earth. As a key member of the team, you will assist with finance planning, donor grant set-up, contracting and management, and financial administration.Key...

Job Title: Finance CoordinatorWe are seeking a highly motivated and innovative Finance Coordinator to support financial administration in the Leverhulme Centre for Life in the University of Cambridge.Key Responsibilities:Support financial aspects of day-to-day operations of multiple projectsLiaise with Physics Accounts Team and Research Office Grants team to...

Job Title: Finance CoordinatorWe are seeking a highly motivated and innovative Finance Coordinator to support financial administration in the Leverhulme Centre for Life in the University of Cambridge.Key Responsibilities:Support financial aspects of day-to-day operations of multiple projectsLiaise with Physics Accounts Team and Research Office Grants team to...

About This RoleEvelyn Partners is seeking an ambitious individual to join our Financial Planning team in Cambridge. As a Client Administrator, you will provide full administrative support to Financial Planners and build relationships with clients to deliver a positive and sleek client experience.Key ResponsibilitiesProvide administrative support to Financial...

Job SummaryWe are seeking a highly motivated and innovative Finance Coordinator to support financial administration in the Leverhulme Centre for Life in the University of Cambridge.This role will contribute to the financial administrations in a highly trained, efficient and flexible manner to the centre manager and PI's affiliated with the Centre.The post...

Join us in Financial Planning - For a client focused financial professional, this is an opportunity to take on a key role with great exposure in Financial Planning - We’ll look to you to provide specialist, regulated banking advice to our private banking clients - Our customers need their money to be well managed, and in Financial Planning, we provide the...

Job Summary: We are seeking a highly organized and detail-oriented Financial Administrator to join our team at the University of Cambridge. The successful candidate will be responsible for managing accounts payable and receivable, processing purchase orders, and maintaining accurate financial records.Key Responsibilities:Manage accounts payable and...

Job Title: Finance ClerkWe are seeking a highly organized and detail-oriented Finance Clerk to join our team at the University of Cambridge. The successful candidate will provide administrative support to the Finance Manager and Finance Co-ordinator, assisting in the administration of accounts and maintaining financial records within the Institute of...

Job Title: Finance ClerkWe are seeking a highly organized and detail-oriented Finance Clerk to join our team at the University of Cambridge. The successful candidate will provide administrative support to the Finance Manager and Finance Co-ordinator, assisting in the administration of accounts and maintaining financial records within the Institute of...