Wealth Planning

Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for an experienced Administrator to join their regional Worthing offices. With over 40+ offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer genuine...

Recruit Wealth are representing one of the UK's fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for an experienced Administrator to join their regional Worthing offices.With over 40+ offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer genuine...

Recruit Wealth is representing a national Financial Planning & Wealth Management business with over 40+ offices. This business offers expert, regulated, independent advice to private clients, companies, and trustee's in all areas of Financial Planning & Wealth Management.The successful candidate will work in the regional Worthing offices and be responsible...

**Title: Wealth Planning / IFA Administrator** **Worthing Sussex - from £25,000 up to £32,000** **Job Summary**: If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company in Worthing, is looking for a talented and proactive...

**Title: Wealth Planning / IFA Administrator** **Worthing Sussex - from £25,000 up to £32,000** **Job Summary**: If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company in Worthing, is looking for a talented and proactive...

We are recruiting an experienced administrator to join our client's regional Worthing offices. The ideal candidate will be responsible for:Preparing correspondence including letters and emailsEnsuring documentation is scanned and attached to client recordsProcessing letters of authority and chasing providersMaintaining administration systems and updating...

We are seeking an experienced Financial Services Administration Specialist to join our regional Worthing offices.About Our Team:We are a leading Financial Planning & Wealth Management business with over 40+ offices nationally.We offer a modern, highly ethical, and rewarding employer to work for who can provide genuine career opportunities for Financial...

**Job Summary:** Wealth Management Team MemberWe are seeking a highly motivated and organized Wealth Management Team Member to join our team. As a key member of the wealth management team, you will be responsible for providing high-quality administrative support to our clients and ensuring that all financial planning client administration is carried out in...

We are recruiting for a dedicated and organized Administrative Support Officer to join our wealth management team in Worthing.About Our Company:We are a rapidly expanding, national Financial Planning & Wealth Management business with a strong presence across the UK.We pride ourselves on being a modern, highly ethical, and rewarding employer who offers...

Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for an experienced Administrator to join their regional Worthing offices. With over 40+ offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer...

Are you looking for a challenging role in financial services? We are currently seeking an experienced Administrator to join our regional Worthing offices.About Us:We are one of the UK's fastest growing, national Financial Planning & Wealth Management businesses with over 40+ offices nationally.We offer a modern, highly ethical and rewarding employer to work...

**Job Title: Financial Planning Administrator** **Location: West Sussex (Remote / Flexible Working)** **Salary: £26,000 - £30,000 + Bonus & Benefits** **The Company**: We are working on a brand-new position with an award-winning national Financial Planning business in West Sussex who are looking to add a new member to the financial planning support team...

Trainee IFA Administrator Location - Worthing **Salary**: £25,000 - £28,000 Are you a Pension Administrator or do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered wealth planning? For this role - Any transferable skills from working within pensions would...

**Trainee IFA Administrator** **Location - Worthing, West Sussex** **Salary Range: £24,000 to £26,000** Are you a Pension Administrator or do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered wealth planning? For this role - Any transferable skills from...

We are seeking a highly motivated and experienced Financial Administrator to join our team at a Market Leading Wealth Management Company. The successful candidate will provide high-quality administrative support, act as the point of contact for client queries, and liaise with product providers.Job RequirementsPrompt and accurate production of business...

We are currently recruiting for an experienced Administrator to join our team at one of the UK's leading Financial Planning & Wealth Management businesses. As a member of our regional Worthing offices, you will be responsible for preparing correspondence, processing letters of authority, and interacting with clients directly.Key Responsibilities:Preparation...

Austin Fraser has partnered with a UK-based Financial Planning & Wealth Management business to recruit an Administrative Support Professional for their regional office in Worthing.This role offers the ideal candidate an exciting opportunity to work with a respected employer in the financial services sector.Key Tasks:Correspondence preparation and...

About Perspective Financial Group LtdWe are a leading wealth management company dedicated to delivering exceptional financial planning services to our clients.Salary InformationA salary in the range of £25,000 - £35,000 per annum, depending on experience and qualifications, will be offered.Key ResponsibilitiesThe successful candidate will be responsible...

Are you a highly organized and efficient individual looking to start your career in financial services? We are seeking an experienced Administrator to join our regional Worthing offices, working for one of the UK's fastest growing national Financial Planning & Wealth Management businesses.About the Role:We require an individual to prepare correspondence...

We are seeking a skilled Charity Fundraiser to promote the work of prestigious charities. You will receive a basic salary of £23.8K, with the opportunity to earn £45K+ in OTE.Benefits:£23.8k guaranteed basic salary.Regular incentives and bonus (giving a realistic OTE £45k)Healthcare plan worth up to £900 per annum.28 days annual leave.Death in service...