Financial Planning Assistant

2 weeks ago


London, United Kingdom mbf. Full time

A client of ours with offices in Farringdon currently seeks to recruit for a Financial Planning Administrator to join their team. This business was established in 2000 and quickly gained notoriety as one of London's most reputable advisory businesses witha specialism in the entertainment industry.

Our client provide financial advice to a portfolio of HNW private clients, mainly from within the music, film and tv industries. Typically, their client's portfolio size ranges from between £200,000 and £20 million.

They are currently looking for an administrator to join their technical team and work alongside their Senior Administrator.

The role will include;
- Submitting business to various investment providers and processing cases to completion.
- You will also handle client withdrawals, phased investing and client data maintenance on investment platforms as well as client documentation management.

Who are they looking for?
- You will have the chance to enhance your technical knowledge and skills.
- You will join a young and dynamic team whereby your focus will be working alongside their Senior Administrator with the following duties:

- Submission of business to providers and the CRM system.
- Processing submitted business to completion.
- Submitting and processing client withdrawals.
- Handling trades, rebalances and phased investing cases.
- Client information maintenance on the investment platforms we use as well as the CRM system.
- Assisting with preparation of paperwork for client meetings and submission of cases.
- Closing cases (including CRM updating and final checks).
- Managing client documentation, including tax packs and certificates.

Experience with Intelligent Office, Abrdn (formerly Standard Life), Novia and Transact would be advantageous.

Package will be £28,000 to £35,000

Annual discretionary bonus

Private medical insurance, enhanced maternity pay, pension with 3% employer's contribution and 21 days holiday (increasing with service)


  • Financial Advisor

    2 weeks ago


    London, United Kingdom Quilter Financial Planning Full time

    Summary We are currently recruiting for one of our leading Appointed Representative firms. David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Financial Advisor

    4 weeks ago


    London, United Kingdom Quilter Financial Planning Full time

    Summary We are currently recruiting for one of our leading Appointed Representative firms. David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Financial Advisor

    5 hours ago


    London, United Kingdom Quilter Financial Planning Full time

    Job Description Summary We are currently recruiting for one of our leading Appointed Representative firms. David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented...

  • Financial Advisor

    3 weeks ago


    Greater London, United Kingdom Quilter Financial Planning Full time

    SummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Financial Advisor

    3 weeks ago


    Greater London, United Kingdom Quilter Financial Planning Full time

    Summary We are currently recruiting for one of our leading Appointed Representative firms. David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Financial Advisor

    4 weeks ago


    Greater London, United Kingdom Quilter Financial Planning Full time

    SummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Financial Advisor

    3 weeks ago


    Greater London, United Kingdom Quilter Financial Planning Full time

    SummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Financial Advisor

    4 weeks ago


    Greater London, United Kingdom Quilter Financial Planning Full time

    SummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Financial Advisor

    5 hours ago


    London, United Kingdom Quilter Financial Planning Full time

    Job Description If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that...


  • London, United Kingdom Financial Divisions Full time

    **Work From Home option: Yes**: My client is a dynamic and forward-thinking Independent IFA Firm in London, who due to expansion are looking to take on a Junior/Graduate Financial Planning Assistant to support the Advisers and Paraplanners. You will be supporting the advisers in the Company with administration across pensions, investments, and protection....

  • Finance Manager

    4 weeks ago


    London, United Kingdom GM Financial Full time

    GM Financial is the wholly owned captive finance subsidiary of General Motors and is headquartered in Fort Worth, U.We are a global provider of auto finance solutions, with operations in North America, South America and the Asia Pacific region. Through our long-standing relationships with auto dealers, we offer attractive retail financing and lease programs...

  • Desk Based Adviser

    2 weeks ago


    London, United Kingdom Financial Planning Firm Full time

    We are Independent Financial Planners, and are seeking a desk based adviser to service an existing client bank, advising clients virtually. Paraplanning and administration support will be provided. This is an employed role offering a basic salary of circa £35K - £40K dependent on experience, and a bonus scheme. It will be providing a full suite of...

  • Financial Planning

    3 weeks ago


    London, United Kingdom Vitae Financial Recruitment Limited Full time

    Financial Planning & Analysis Manager, London (Hybrid working) £50- £60kpa Plus Benefits Vitae are delighted to be partnering with a fast moving, global business recruit an FP&A Manager, which is newly created. The individual will manage the delivery of accurate and timely management reporting including monthly financial reporting and provide adhoc...


  • London, United Kingdom King's College London Full time

    Financial Planning Assistant Management Accountant Job description King's College London is seeking an experienced Management Accountant for a new role in the Financial Planning & Performance team. Working alongside the Senior Management Accountant (Reporting), this varied and interesting role will include: Support and development of the recently...


  • London, United Kingdom Vitae Financial Recruitment Full time

    Finance Director - Hotels Central London (Leadership role requiring 5 days a week in the office) Circa £120K We are interested in speaking with ambitious Heads of Finance, Financial Controllers, Finance Directors or similar with previous HOTEL / Leisure Sector experience, seeking an exciting fast-paced growth opportunity within a well-funded group....


  • London, United Kingdom Vitae Financial Recruitment Full time

    Finance Director - Hotels Central London (Leadership role requiring 5 days a week in the office) Circa £120K We are interested in speaking with ambitious Heads of Finance, Financial Controllers, Finance Directors or similar with previous HOTEL / Leisure Sector experience, seeking an exciting fast-paced growth opportunity within a well-funded group. This is...


  • London, United Kingdom McGregor Boyall Full time

    We seek a Financial Planning Assistant to join one of our top accounting clients in the City.You will provide efficient administrative support to the team, ensuring smooth running on the private client side.This is an exciting opportunity to join a growing and friendly organisation.Duties include: Provide admin support on all client queries.Be the first...


  • London, Greater London, United Kingdom Robertson Bell Full time

    Are you seeking a role focused on financial planning and analysis within a dynamic team? Do you have proven experience of grant accounting? Want to work closely with a high performing Head of Financial Planning and Analysis? Continue reading if soRobertson Bell are partnering with one of the UK's largest charities to lead on their search for this newly...


  • London, United Kingdom Financial Divisions Full time

    My client is a dynamic and forward-thinking Independent IFA Firm in London, who due to expansion are looking to take on a versatile and experienced IFA Administrator who is passionate about what they do. This role will offer full career progression and supportyou in becoming a Paraplanner, alternatively if you are happy in a Career IFA Administration role,...


  • London, Greater London, United Kingdom cer Financial Full time

    Financial Reporting Officer London, CityPermanent £35, ,000 pa plus benefitsOur client an international bank based in London, urgently require a Financial Reporting Officer to join their finance team and produce daily, monthly management reports and performance review reports. Please only apply for this role if you have strong Financial Reporting background...