Administrative Support Specialist for Financial Planners

We are seeking an experienced Financial Planner to join Quilter Financial Advisers. As a leading advisory business in the UK, we provide face-to-face service to individuals across the country.Job Role:Develop and implement tailored financial plans to meet clients' goals and objectivesProvide expert advice on current financial issues and make recommendations...

Unlock Your Financial PotentialAs a seasoned Financial Planner, you will have the opportunity to excel in a dynamic and entrepreneurial environment. Our client, a reputable Chartered firm, offers a unique self-employed role with a financial draw/support for 12-18 months. This innovative solution allows you to build a viable book of business or bring your...

Job Opportunity:We are seeking a skilled Paraplanner to strengthen our Financial Planning team in our London office.Prepare high-quality reports and annual reviews for clients.Develop cashflow forecasts to help clients meet their long-term financial goals.Accompany Financial Planners to client meetings, prepare meeting notes, and conduct research.The ideal...

About the RoleWe are seeking an experienced Executive Financial Planner Support Specialist to join our team in London. This is a fantastic opportunity to work with a leading financial planning firm and take your career to new heights.

Job Title: Financial Divisions Chartered Financial PlannerWe are seeking a skilled and experienced Chartered Financial Planner to join our team at Financial Divisions. As a Senior Wealth Manager, you will be responsible for managing an existing book of clients generating £150,000 in ongoing advice fees. The ideal candidate will have 3 years of experience in...

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...

Job OverviewWealth management and employee benefits consultancy requires an experienced administrator to support financial planners. The successful candidate will provide technical administration services, including valuations, processing new business, and preparing client files.Candidates should have proven financial services experience with a strong...

About the OpportunityFinancial Divisions is seeking a highly skilled Paraplanning Specialist to join its team in Central London.The ideal candidate will have a Level 4 Diploma qualification in Financial Planning and excellent communication skills.Key ResponsibilitiesSupport experienced advisers in providing whole-of-market financial advice to high net worth...

Senior Financial Planner (Tax)cera Financial Ltd is seeking a Senior Financial Planner (Tax) to collaborate with the Head of Accounting for Tax in driving business growth.This role plays a pivotal part in advancing our Finance team's technical expertise.Core Responsibilities:Tax Planning Expertise:Develop and implement comprehensive tax strategies aligned...

Job Description:We are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at Reed Specialist Recruitment. The successful candidate will be responsible for providing exceptional administrative support and managing a wide range of tasks related to project coordination, invoicing, and financial...

As a Technical Financial Planner Leader at Financial Divisions, you will play a crucial role in imparting your knowledge across the business, creating a culture of excellence and driving growth.You will work closely with clients to develop comprehensive financial plans, utilizing your expertise to navigate complex technical cases and deliver high-quality...

Job Title:Financial Administrator Apprentice SpecialistCompany Overview:Financial Staffing Solutions is a leading provider of financial services, seeking a highly skilled Financial Administrator Apprentice to join our team.Salary:We are offering a competitive salary of £28,000 - £32,000 per annum, depending on experience.Job Description:Provide exceptional...

We 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...

About the RoleWe are seeking a highly skilled Financial Planning Administrator to join our team at Recruitment Rebellion, a City of London business specializing in financial planning services for corporate executives, small business owners, and professionals.As a key member of our team, you will work closely with our Managing Director and senior financial...

About the JobWe are seeking an experienced Financial Planning Assistant to join our client's growing team. As a key member of the team, you will provide essential support to financial planners, helping to maintain accurate records, respond to client queries, and ensure a high standard of service. This role requires strong communication skills, attention to...

About the OpportunityWe are seeking a skilled Financial Planner Regulatory Support professional to join our Supervision and Competency Oversight team. In this role, you will be responsible for providing supervision support to our financial planning population, ensuring they adhere to the firm's Training and Competency scheme.Key Responsibilities:Form part of...

About the RoleWe are seeking a highly skilled Administrative Support Specialist to join our team. As an integral part of our Senior Leadership Team, you will provide exceptional administrative support to our Chief Executive Officer (CEO).Your key responsibilities will include:Managing the CEO's diary and ensuring seamless coordination of meetings,...

Are you a successful IFA seeking a professional environment where you can provide bespoke wealth management services to HNW clients? Our client, Eden Resourcing, is looking for an accomplished Financial Planner to join their team. Your role will involve managing and developing a portfolio of high net worth clients, providing holistic wealth management...

Role Overview:We are seeking a highly skilled Financial Planner Specialist to join our team in the UK New Business department. The successful candidate will provide regulated advice on various financial areas, including pension transfers, bond surrenders, investment taxation, and structure suitability.The ideal candidate will be responsible for assessing...

Job OverviewWe are seeking a highly skilled Senior Paraplanner to join our team in London. This is an excellent opportunity for a near-Chartered professional to work closely with a Financial Adviser and support high-net-worth clients.This part-time role, ideal for 30 hours per week, offers a competitive salary up to £65,000 and a hybrid or home-based...