Financial Planning Administrator

Recruit Wealth are delighted to be representing a well established, Chartered Status Financial Planning business who provide a wide range of advisory services to high net worth individuals on pension & investment matters. Our client, due to expansion, is now seeking to hire an experienced Administrator to join their highly capable team. The business is...

_Job Title: Financial Planning Administrator_ - Location: Newbury_ - Salary: £25,000 - £32,000 DOE_ **About the firm** **The role** The role would suit someone who has previous experience within an IFA firm in an Administrator role, responsibilities will include but will not be limited to; - Managing and maintaining the ongoing correspondence and...

**Financial Services Technical Administrator** **Location**: Newbury (work from home Fridays) **Salary**:Up to £40k plus bonus, depending on experience **An excellent opportunity has arisen for a professional and experienced Financial Services Technical Administrator to join a highly successful St. James’s Place Partner Practice.** You will be a key...

Job OverviewWe are seeking an experienced Financial Planning Specialist to join our team. As a Financial Planning Administrator, you will be responsible for delivering high-quality financial advice to clients.You will work closely with our clients to understand their financial goals and objectives, and design tailored strategies to achieve them.With a strong...

**Job Title**: Financial Administrator **Industry**: Financial Planning **Location**:Newbury **Salary**:Up to £35,000 (negotiable depending on experience) **Job reference**:8881 Recruit UK is working with a highly-regarded financial planning firm in Newbury, looking for a passionate administrator to join their dynamic team. Duties will include...

**Job Title**: Financial Planning Assistant **Industry**: Financial Services **Location**: Newbury, Berkshire **Salary**: £35,000 - £45,000 **Job Reference**: 7490 Recruit UK is working on an excellent opportunity for a Financial Planning Assistant in Newbury to join a thriving Financial Advice Company. Our client leaders in the industry specialising...

About the Role:We are seeking a Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice to join our team. You will deliver advice to clients through a mixture of in-person, virtually by Microsoft Teams, or in one of our regional offices.You should have a proven track record in converting business opportunities and be close...

Company OverviewAt Heat Recruitment Ltd, we believe that our success is down to our people and processes. Our team of administrators and paraplanners are the backbone of this approach, and we're looking for someone exceptional to join us.As an IFA Administrator, you will be a problem solver with excellent communication skills and attention to detail. You'll...

**Financial Services Technical Administrator Location**: Newbury (work from home Fridays) **Salary: **Up to £40k plus bonus, depending on experience **An excellent opportunity has arisen for a professional and experienced Financial Services Technical Administrator to join a highly successful St. James’s Place Partner Practice.** You will be a key part of...

As a Financial Planning Support Specialist at Heat Recruitment Ltd, you will have the opportunity to work with a talented team in an exciting and dynamic environment. This role involves supporting independent financial advisers in their daily operations, ensuring that clients receive exceptional service.About the RoleThe salary for this position is...

**Job Description:**We are looking for an Administrator for Financial Services Firm to join our team at Heat Recruitment Ltd.The successful candidate will have previous experience within a financial planning practice and good communication skills.About the Role:Assist financial advisers with administrative tasksManage client information and maintain accurate...

**Unlock Your Potential as a Financial Advisor**Premier Jobs UK Limited invites experienced Financial Advisors to apply for a challenging yet rewarding role that offers a great balance between work and personal life.This opportunity allows you to work from home while being part of a well-established company with a strong presence in the industry.As a...

Job OverviewWe are seeking an experienced Financial Planning Coordinator to join our team at Heat Recruitment Ltd. This is a fantastic opportunity for someone looking to progress their career in the financial sector.

Education Financial Administrator OpportunityNew Barn School in Newbury is seeking a highly organized and detail-oriented Financial Administrator to join their team. The successful candidate will be responsible for managing the school's finances, including budgeting, financial reporting, and accounts payable/receivable.The ideal candidate will have...

Do you only want to go into the office once a week? At this company, they owe their success to their people and processes. The administrator and paraplanners are the supportive force behind both, and they are currently seeking someone exceptional to join. The ideal IFA Administrator for the job will be a problem solver with excellent communication skills...

Do you only want to go into the office once a week?At this company, they owe their success to their people and processes. The administrator and paraplanners are the supportive force behind both, and they are currently seeking someone exceptional to join.The ideal IFA Administrator for the job will be a problem solver with excellent communication skills and...

Do you only want to go into the office once a week? At this company, they owe their success to their people and processes. The administrator and paraplanners are the supportive force behind both, and they are currently seeking someone exceptional to join. The ideal IFA Administrator for the job will be a problem solver with excellent communication skills...

Are you a Paraplanner with an extensive background in private client wealth management supporting Advisers on clients’ financial affairs? My client, based in Wokingham have been operating for over 20 years. They have an excellent reputation providing the highest levels of financial advice to HNW private clients who are family professionals, retirees,...

We are looking for an organized and proactive IFA Administrator to support our financial planning team. The successful candidate will have excellent communication skills, attention to detail, and previous experience within a Financial Planning environment.About the RoleThis is a unique opportunity to work with a reputable company in the financial services...

This Financial Planning Specialist role requires a newly Qualified Accountant to join our team at Focus Resourcing Group Careers. You will be responsible for supporting advisory projects across all Service Lines, working with businesses to provide high-quality advice. This is an exciting opportunity to work across the firm and gain experience in various...