Administrative Support for Financial Planning Firm

15 hours ago


London, Greater London, United Kingdom Recruit UK Ltd. Full time
Join a Reputable Financial Planning Firm as an Administrator

About the Opportunity:

We are seeking an ambitious individual to join our client's team as an Administrator. This role offers a chance to gain valuable experience and progress into a Paraplanning position within a well-established financial planning firm. The successful candidate will work closely with a seasoned Financial Adviser to provide administrative support and contribute to the success of the company.

Key Responsibilities:
  • Provide full administration support to the Financial Adviser
  • Prepare and package reports for clients
  • Maintain accurate client records and information
  • Assist with annual reviews and other tasks as required

Benefits:
  • Estimated Salary: £28,000 + Bonus (£3-4k)
  • Opportunity to progress into a Paraplanning role
  • Support with industry exams
  • Hybrid working arrangement

Requirements:
  • Some experience in Financial Planning
  • Understanding of the UK financial planning market and products
  • Ambitious individual with a willingness to learn and grow
  • Excellent communication and teamwork skills

About Recruit UK Ltd.:

At Recruit UK Ltd., we pride ourselves on providing expert recruitment services to the financial services sector. Our dedication to equality, diversity, and inclusion ensures that every candidate receives personalized guidance and support throughout the recruitment process.



  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    We are seeking to employ two experienced Financial Advisers with annual salaries starting at £50,000.Key responsibilities include maximising client wealth and providing expert financial guidance.Deliver high-quality advice to clients.Maintain strong relationships with clients.The ideal candidate will be an experienced Financial Adviser with a strong...


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

    About Financial DivisionsWe are a leading London based firm of financial planners committed to creating organic growth opportunities for our existing staff.Job OverviewWe are now in a position to offer an exciting opportunity for a talented individual interested in pursuing a career within wealth management.Key Responsibilities:Work closely and provide full...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    About the Role:We are seeking an experienced Financial Adviser to join our team at Quilter Financial Planning.About the Business:Our business is a financial planning business, with purpose-led financial planning at the heart of what we do.About the Team:You will be working closely with our clients, engaging with them on a personal level and encouraging them...


  • London, Greater London, United Kingdom Recruitment Rebellion Full time

    A highly sought-after Wealth Management Administrator is required to provide exceptional administrative support to our financial planners in the heart of London's financial district.About the RoleThis is an exciting opportunity to join a pioneering firm that delivers bespoke financial planning services to high-net-worth individuals, corporate executives, and...


  • London, Greater London, United Kingdom Fram Executive Search Limited Full time

    About the RoleFram Executive Search Limited is collaborating with a well-established, directly authorised financial planning firm in Norwich. They are seeking a Senior Financial Planning Administrator to join their growing team.This opportunity has arisen due to internal career progression and the addition of a seasoned financial advisor to the firm. The...


  • London, Greater London, United Kingdom Recruit UK Ltd. Full time

    Job Title: Financial Planning Administrator About the Job:The successful candidate will work alongside a highly experienced Financial Adviser to provide full administration support. The role involves preparing reports, client letters, and policy information, as well as maintaining accurate client records. This is an excellent opportunity to progress into a...


  • London, Greater London, United Kingdom Law Support Full time

    We are seeking a highly organized and detail-oriented Law Firm Administrator to join our team at a leading global law firm in London.Your primary responsibilities will include managing diaries, arranging travel, and preparing documents, all while ensuring that deadlines are met and expectations are exceeded.In order to succeed in this role, you will need to...


  • London, Greater London, United Kingdom Fleet Street Financial Ltd Full time

    Key ResponsibilitiesThis IFA firm support role will involve providing administrative assistance to our team, including data entry, document preparation, and communication with clients and providers. The ideal candidate will have a strong understanding of financial services regulations and compliance requirements and be able to work autonomously with minimal...


  • London, Greater London, United Kingdom Recruit UK Ltd. Full time

    Job Opportunity for Financial Planning AdministratorRecruit UK Ltd. is seeking an ambitious individual to fill the role of Financial Planning Administrator in a thriving Financial Planning firm based in London. This role presents a unique opportunity for a motivated professional to join a successful team and progress into a Paraplanning position.About the...


  • London, Greater London, United Kingdom McKinlay Law Full time

    About McKinlay LawMcKinlay Law is a growing firm based in Oxted, Surrey, seeking a skilled Law Firm Administrator to support our finance team.Job DescriptionThis role requires a highly organized individual with excellent administrative skills, who can provide exceptional support to our finance team.ResponsibilitiesManage and process invoices and financial...


  • London, Greater London, United Kingdom Global Financial Firm Full time

    Senior Financial Software EngineerWe are seeking a highly skilled Senior Financial Software Engineer to join our team at Global Financial Firm. This is an exciting opportunity to work on critical financial and regulatory reporting systems.Estimated Salary: $150,000 - $180,000 per year, depending on experience and location.About the RoleThis is a high-impact...


  • London, Greater London, United Kingdom Recruitment Rebellion Full time

    Job Title: Financial Planning Support SpecialistWe are seeking a highly skilled and experienced Financial Planning Support Specialist to join our team in London.About the Role:This is an excellent opportunity to work closely with our senior financial planners and provide administrative and paraplanning support.You will be responsible for booking client...


  • London, Greater London, United Kingdom Fleet Street Financial Ltd Full time

    Job SummaryFleet Street Financial Ltd is seeking an experienced IFA administration professional to join their team. This role will involve performing a range of administrative tasks, including data entry, document preparation, and communication with clients and providers.The ideal candidate will have a strong understanding of financial services regulations...

  • Financial Planner

    2 days ago


    London, Greater London, United Kingdom Quilter Financial Planning Full time

    Are you a detail-oriented individual with excellent communication skills? We are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning.Job Description:We provide high-quality advice services to support our clients in achieving their financial goals. As a Financial Advisor, you will be responsible for working closely with our...


  • London, Greater London, United Kingdom Fram Executive Search Limited Full time

    Job OverviewA prestigious financial planning firm in Dorset seeks an organized and detail-oriented Financial Planning Administrator to provide administrative support to their team. This is a fantastic opportunity for someone looking to grow and develop their skills in a fast-paced environment.


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    Opportunity OverviewWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we operate a strong network of advisors based across the UK.This role offers a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis. You will be responsible...


  • London, Greater London, United Kingdom Lime Search & Select Ltd Full time

    Mortgage & Protection Administrator Job OpportunityJoin us at Lime Search & Select Ltd as we seek an experienced Mortgage & Protection Administrator to support our team in London. You will work closely with our mortgage adviser, assisting with client onboarding, mortgage application processing, and data management.We require a candidate with strong...


  • London, Greater London, United Kingdom Fleet Street Financial Ltd Full time

    Fleet Street Financial Ltd is a dynamic wealth management firm offering bespoke advice. We are seeking an experienced IFA administrator to join our operations department.Responsibilities will include:Performing general back-office dutiesLearning all firm processes and our 'client journey', as well as all compliance requirementsKeeping our back-office system...


  • London, Greater London, United Kingdom Hays Business Support Full time

    Administrative Support RoleHays Business Support is seeking a highly organised and detail-oriented individual to fill the role of Case Support Administrator. As a key member of the team, you will provide administrative support to the legal and case management teams.Key ResponsibilitiesThe successful candidate will be responsible for:Supporting the legal and...


  • London, Greater London, United Kingdom Financial Staffing Solutions Full time

    We are seeking a highly experienced Financial Director to join our team at Financial Staffing Solutions. As a key member of our management team, you will play a crucial role in driving the finance function of our client, a leading law firm based in London.About the RoleThe successful candidate will have extensive experience in managing finance teams,...