Financial Planning and Administration Position
3 weeks ago
Artemis Recruitment Consultants Ltd are looking for a Wealth Management Administrator:
To join our team and take on this exciting role as a Wealth Management Administrator. We are seeking a highly organised and motivated individual who is able to provide administrative support to our Financial Planners and their clients.
The successful candidate will have experience of working with Microsoft Office products, including Word, Excel, Outlook and PowerPoint, or similar tools. They will also possess excellent organisational skills, a flexible and proactive approach to getting the job done.
About the Role:
This is an exciting opportunity to join Artemis Recruitment Consultants Ltd as a Wealth Management Administrator. The successful candidate will be responsible for preparing and packaging financial planning reports for Financial Planners and their clients.
Key Responsibilities:
- Prepare and package financial planning reports for Financial Planners and their clients.
- Obtain policy information, documents, factsheets, illustrations and product comparison quotes through appropriate sources.
- Maintain accurate client information and record client interaction on the back office system.
- Assist with the annual review process of existing clients.
- Provide administrative support on company projects as and when required.
Salary: £45,000 - £65,000 per annum
Requirements:
- Previous experience of working within financial services.
- Experience of working in a small to medium sized financial services environment.
- Knowledge of Financial Services Industry.
- Excellent organisational skills and ability to work under pressure.
-
Financial Planning Specialist
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeWe are seeking an experienced Financial Planner to join our team at Quilter Financial Planning, offering an exciting opportunity for a professional looking to develop and grow. This role will involve working on both employed and self-employed basis, providing financial planning services to clients across the UK.Key Responsibilities:Developing and...
-
Financial Planning Consultant
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAt Quilter Financial Planning, we are seeking a highly motivated and driven Financial Planning Consultant to join our team. As a key member of our advisory team, you will be responsible for providing exceptional financial planning services to our clients.The ideal candidate will have excellent communication skills, strong math skills, and the ability to...
-
Financial Planning Professional
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob DescriptionA highly rewarding career as a full-time financial adviser awaits you at Quilter Financial Planning. This role offers excellent opportunities for personal and professional growth, with a competitive salary of £35,000 per annum.We are seeking bright, ambitious individuals who share our passion for delivering exceptional customer service and...
-
Financial Planning Professional
2 weeks ago
London, Greater London, United Kingdom Financial Planning Firm Full timeWe are working with a leading Financial Planning Firm to find an experienced Paraplanner for a new role in London.Job OverviewThis is an exciting opportunity for a skilled Paraplanner to join our team and work closely with Senior Financial Advisers. You will be responsible for supporting clients through various stages of financial planning, including...
-
Financial Planning Specialist
1 week ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeRole SummaryQuilter Financial Planning is seeking a Financial Planning Specialist to join our team of experienced financial advisors. As a Financial Planning Specialist, you will be responsible for evaluating clients' financial situations, developing sound financial plans, and advising clients on current financial matters.The ideal candidate will have proven...
-
Financial Planning Expert
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeCompany OverviewDavid James Wealth is a financial planning business with purpose-led financial planning at its core. Our business is experiencing strong growth across three divisions: wealth, sport, and music.
-
Financial Planning Consultant
1 month ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeWe 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...
-
Financial Planning Advisor
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeRole Overview:Quilter Financial Planning is seeking bright, ambitious individuals to join our team as self-employed financial advisers. This role offers flexibility, excellent financial benefits, and personal satisfaction.Key Responsibilities:Generating new client opportunitiesEnsuring clients make wise and profitable decisionsPreparing sound financial...
-
Financial Planning Specialist
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced financial advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a unique opportunity for advisors to work on both employed and self-employed basis.Our strong network of advisors spans across the UK, providing office and field-based roles for those looking to...
-
Financial Planning Professional
4 days ago
London, Greater London, United Kingdom Financial Planning Firm Full timeRecruit UK presents an excellent opportunity for a skilled Paraplanner to join a leading Financial Advice Company in London. This role offers a chance to collaborate with Senior Financial Advisers, supporting clients through all stages of financial planning, from advice preparation to recommendations.Responsibilities:Conduct thorough research and analysis to...
-
Financial Planning Career Development
1 week ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob DescriptionAs a financial adviser, your primary responsibility will be to provide expert advice to clients on their financial goals and objectives. This will involve generating new client opportunities, ensuring clients make wise and profitable decisions, preparing sound financial plans, and advising clients on current financial issues.You will also be...
-
Senior Financial Planning Professional
1 month ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout 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...
-
Career Opportunities in Financial Planning
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeCompany Overview:Quilter Financial Planning is a leading provider of financial services, committed to delivering exceptional results for our clients.We are seeking ambitious individuals with a Level 4 qualification to embark on a rewarding career as self-employed financial advisers.
-
Senior Financial Planning Professional
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob SummaryWe are currently seeking an ambitious Financial Adviser to join our team at Quilter Financial Planning in London.This is an excellent opportunity for someone looking to develop their career in the financial sector, with a basic salary starting at £60,000 and possibilities for increased earnings.Main ResponsibilitiesOffer bespoke financial advice...
-
Financial Planning Career Transition Programme
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeUnlock a fulfilling career as a financial adviser with Quilter Financial Planning's Bridging Programme.Job Description:A great opportunity has arisen for ambitious individuals looking to transition into a rewarding role as a self-employed financial adviser. As part of our Bridging Programme, you will gain the necessary skills and knowledge to succeed in this...
-
Quilter Financial Planning Academy Programme
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeBecome a Financial Adviser with Quilter Financial PlanningOur Bridging Programme provides a comprehensive training experience, covering business development, Quilter's induction, and adviser skills training over the first 7 weeks. The final 6 weeks focus on consolidating your knowledge and preparing you to start building your financial advice business and...
-
Financial Administrator Position
4 weeks ago
London, Greater London, United Kingdom Fleet Street Financial Ltd Full timeJob 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 Planning Career Starter
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full time**Unlock a Rewarding Career as a Financial Adviser**We are seeking ambitious individuals who wish to transition into a career as a financial adviser. If you have already completed your Level 4 qualification and are eager to start a new chapter, we can offer you the ideal opportunity.This is an excellent chance for those looking to switch industries, return...
-
Financial Planning Specialist
1 week ago
London, Greater London, United Kingdom Financial Divisions Full timeAbout the PositionThis is an excellent opportunity to work with a leading financial planning firm in Central London. The company offers a unique blend of traditional values and modern approach, making it an ideal place for experienced professionals to grow and develop.Key ResponsibilitiesProvide whole-of-market financial advice to high net worth individuals,...
-
Senior Financial Consultant
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob OverviewAs a Senior Financial Consultant at Quilter Financial Planning, you will have the opportunity to work with experienced financial advisors seeking a more supported position. This role is ideal for individuals who are passionate about delivering exceptional client service and have a strong understanding of financial services.The key...