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,...

The opportunity for a IFA Administrator to join a well-established Chartered Financial Services Practice which provides a highly personalised financial planning service. The Opportunity During a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of...

Are you a financial services support professional, looking for a new role in a close-knit environment, with opportunities to develop within the IFA administration role or towards paraplanning. Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial...

We are working with our client on a rare opportunity that is offering a pathway into the Wealth management sector for Graduates or someone who has a small amount of financial services experience but seeking something with a clear development path. The Wealth Assistant role is an ideal opportunity for someone looking to work in a well-established and highly...

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

Our people work differently depending on their jobs and needs. From hybrid working to flexible hours, we have plenty of options that help our people to thrive. This role is based in the United Kingdom and as such all normal working days must be carried out in the United Kingdom. Join us in Financial Planning - For a client focused financial professional,...

Specialist Advice, Customer Financial Planning - Cambridge, United Kingdom- Permanent- Full Time#R-00229687

This Payroller/Payroll Administrator role will appeal to you if you have the knowledge to answer payroll queries and also enjoy the administrative aspects of payroll. The company is large with several hundred employees and continues to grow due to theinnovation of its work. You will be valued for the work you do helping a very busy Financial Controller....

Are you interested in developing within financial services, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities? Due to continued success in providing fee-based advice to HNW clients, this successful practice requires a professional and proactive Financial Services Administrator to provide support to...

Company Description Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

Company DescriptionEvelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

Evelyn Partners is the UK’s leading integrated wealth management and professional services group,with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses. We provide an...

This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board. Company Description Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of...

Evelyn Partners is the UK’s leading integrated wealth management and professional services group,with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses. Join us on our...

Evelyn Partners is the UK’s leading integrated wealth management and professional services group,with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses. We provide an...

Evelyn Partners is the UK’s leading integrated wealth management and professional services group,with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses. We provide an...

Our client, a leading national wealth management and employee benefits consultancy, are currently looking for an experienced Wealth Management Administrator / IFA Administrator to support their team of Financial Planners. Providing administration and planning support to Financial Planners and a professional service to new and existing clients - Liaising...

Our client, a leading national wealth management and employee benefits consultancy, are currently looking for an experienced Wealth Management Administrator / IFA Administrator to support their team of Financial Planners. Providing administration and planning support to Financial Planners and a professional service to new and existing clients - Liaising...

This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board. Company Description Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial...

This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board. Company Description Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial...