Wealth Planning Support Specialist
5 days ago
Company Overview
Kingswood Group is a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by investment in people and innovation in technology.
The Group has a growing network of offices across the UK as well as offices in New York and Johannesburg, catering to a diverse range of clients from private individuals to some of the UK's largest universities.
Salary:
£30,000 - £40,000 per annum, depending on experience.
Job Description
We are seeking an experienced Client Liaison Administrator to provide support to our Advisors, monitoring diaries, opportunities, queries, and requests.
The successful candidate will process all sales-related paperwork from submission to completion and any ongoing administration for investments, pensions, and protection departments.
They will maintain an up-to-date awareness of company policies, practices, and procedures, gathering and obtaining information for annual reviews.
This role requires a high level of organisational skills, attention to detail, and excellent communication skills.
Required Skills and Qualifications
We are looking for an individual with an interest in working within Wealth Management/Planning, preferably with commercial experience in a similar role.
Benefits
We offer a competitive salary, 25 days annual leave, an extra day off for your birthday, cycle to work scheme, life assurance, private healthcare, and enhanced maternity and paternity pay.
Others
We value teamwork and collaboration, recognising others' contributions and empowering them to succeed. If you are a motivated and enthusiastic individual looking for a new challenge, please apply.
-
Senior Wealth Planning Coordinator
4 days ago
Sheffield, Sheffield, United Kingdom NJR Recruitment Full timeWe are excited to represent an expanding Independent Wealth Management Advisory firm in Sheffield, UK. This is an excellent opportunity for a long-term career in Financial Services through paraplanning and beyond.About the RoleThis experienced Financial Planning Administrator position has become available due to growth. The successful candidate will be...
-
Wealth Management Support Specialist
23 hours ago
Sheffield, Sheffield, United Kingdom NJR Recruitment Full timeNJR Recruitment is delighted to present a unique opportunity for an experienced IFA Administrator to join a highly regarded Independent Wealth Management organisation in the Sheffield area.The organisation provides a holistic approach to Whole of Market advice, catering to their well-established Client Bank. As a result of expansion, they are seeking a...
-
Wealth Management Coordinator
3 weeks ago
Sheffield, Sheffield, United Kingdom Recruit UK | Certified B Corp™ Full timeFinancial Planning Administrator RoleWe are working with a leading Financial Planning and Private Client Investment Management company based in Sheffield to fill a Financial Planning Administrator position.This award-winning integrated company provides planning and investment services to both professionals and individuals, with £1bn of assets under...
-
Financial Planning Support Specialist
4 weeks ago
Sheffield, Sheffield, United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit UK is working with a leading Financial Planning and Private Client Investment Management company in Sheffield to find a skilled Financial Planning Administrator.This role is a great opportunity for someone to join a dynamic and award-winning integrated company that provides planning and investment services to professionals and individuals.The company...
-
Financial Planning Support Specialist
3 weeks ago
Sheffield, Sheffield, United Kingdom Recruit UK | Certified B Corp™ Full timeJob DescriptionExperience a fulfilling career with our leading Financial Planning and Private Client Investment Management company based in Sheffield.Our award-winning team provides planning and investment services to both professionals and individuals.We have a strong commitment to supporting our clients and communities, and we're looking for...
-
Wealth Management Leader
2 weeks ago
Sheffield, Sheffield, United Kingdom deVere Group Full timeKey ResponsibilitiesLead, mentor, and grow a team of financial advisors, ensuring the highest standards of client service and professional development.Oversee and drive the growth of client portfolios by implementing effective advisory strategies.Provide expert financial advice in areas such as wealth management, retirement planning, insurance, tax, and...
-
Financial Services Administrator
4 weeks ago
Sheffield, Sheffield, United Kingdom Succession Wealth Full timeUnlock Your Potential in Financial Services AdministrationRemote working At Succession Wealth, we're committed to delivering exceptional financial advice and service to our clients. To achieve this, we're seeking an organised and competent Financial Services Administrator to join our team. The Role You will work closely with our Wealth Planners to ensure the...
-
Executive Wealth Management Consultant
1 week ago
Sheffield, Sheffield, United Kingdom HSBC Global Services Limited Full timeWealth and Personal Banking is a significant business area at HSBC Global Services Limited, supporting millions of individuals, families, business owners, investors, and entrepreneurs worldwide. Our team provides products and services such as current accounts, credit cards, personal loans, mortgages, savings, investments, insurance, and wealth management.As...
-
Wealth Management Administrator Role
1 week ago
Sheffield, Sheffield, United Kingdom NJR Recruitment Full timeDelighted to present a unique opportunity with a highly regarded national Independent Wealth Management organisation, based in the Sheffield area, seeking an experienced Administrator to join their client services team. With a strong focus on delivering exceptional service and support, this role is ideal for a skilled professional looking to make a...
-
Financial Planning Coordinator
4 weeks ago
Sheffield, Sheffield, United Kingdom CB3 Associates Ltd Full timeThe Company: A highly regarded advisory firm based in Sheffield is seeking an experienced Financial Services Co-ordinator to join the private wealth focused wealth management arm of their financial planning team.Location: Central SheffieldWorking Arrangement: Hybrid, with flexibility to work from home up to 3 days a weekPackage: A competitive salary of...
-
Learning Support Specialist
4 days ago
Sheffield, Sheffield, United Kingdom Randstad Student Support Full timeAt Randstad Student Support, we are seeking an experienced and dedicated individual to fill the role of Learning Support Specialist. The successful candidate will be working with students who have specific learning difficulties (SpLDs) at Universities and/or Colleges in Sheffield.About the Role:We offer a competitive salary of £25,000 per annum for this...
-
Financial Planning Professional Sheffield
4 days ago
Sheffield, Sheffield, United Kingdom NJR Recruitment Full timeAn exciting opportunity has arisen for an experienced Financial Planning Administrator to join a rapidly expanding Independent Wealth Management Advisory firm in the UK.Key benefits include:A highly competitive salary of £25,000 - £35,000 per annum, depending on experienceThe successful candidate will be responsible for providing high-quality...
-
Financial Services Administrator
2 weeks ago
Sheffield, Sheffield, United Kingdom Succession Wealth Full timeUnlock your career in financial services administration with Succession WealthA leading financial advisory firm, we're seeking an organised and competent Financial Services Administrator to join our team.Liaising with policy providers for policy details and obtaining policy illustrations.Processing new business applications, tracking to completion.Preparing...
-
Financial Administrator
1 month ago
Sheffield, Sheffield, United Kingdom Perspective Financial Group Ltd Full timeJob DescriptionWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Perspective Financial Group Ltd. As a key member of our administration team, you will provide exceptional support to our clients and colleagues, ensuring a first-class service is delivered at all times.Your primary responsibilities will...
-
Financial Planning Administrator Role
4 weeks ago
Sheffield, Sheffield, United Kingdom Recruit UK | Certified B Corp™ Full timeFinancial Planning Administrator RoleAt Recruit UK, we are working with a leading Financial Planning and Private Client Investment Management company based in Sheffield on a Financial Planning Administrator role.This is an excellent opportunity for a skilled individual to join their team and contribute to their success.Key Responsibilities:Participate in all...
-
Financial Planning Expert
1 week ago
Sheffield, Sheffield, United Kingdom NJR Recruitment Full timeAbout the RoleNJR Recruitment is delighted to represent an expanding Independent Wealth Management Advisory firm based in Sheffield, seeking an experienced Financial Planning Administrator.This opportunity offers a long-term career path within the Financial Services industry through paraplanning and beyond to advisory roles.We are looking for someone who can...
-
Financial Planning Specialist
2 weeks ago
Sheffield, Sheffield, United Kingdom NJR Recruitment Full timeNJR Recruitment is pleased to present a career opportunity with a renowned national Independent Wealth Management organisation, based in the Sheffield area, seeking to expand their team.Why this role?Competitive annual leave package with 25 days + Bank HolidaysFlexible hybrid working arrangementA dedicated day off for your birthdayComprehensive contributory...
-
Siphonic Support Operative
3 weeks ago
Sheffield, Sheffield, United Kingdom Nationwide Specialist Services Full timeAbout the JobNationwide Specialist Services is seeking a highly skilled Siphonic Support Operative to join our Maintenance Division.The successful candidate will be working in teams on reactive and planned maintenance jobs, leading by a Siphonic Supervisor, daily at height safety.Key ResponsibilitiesCarry out repairs to existing siphonic systems, including...
-
Estate Planning Solicitor
2 weeks ago
Sheffield, Sheffield, United Kingdom Irwin Mitchell Full timeOur Wills and Probate team at Irwin Mitchell is currently recruiting for a talented Solicitor or Legal Executive to join our estate planning division in Sheffield. The successful candidate will be part of a team that ensures our clients' wealth is protected for them and their families by structuring assets in a tax-efficient way. We offer a full range of...
-
Town Planning Specialist
5 days ago
Sheffield, Sheffield, United Kingdom Zodiac Recruitment Full timeTown Planning SpecialistZodiac Recruitment is currently recruiting for a Town Planning Specialist to join our team. In this role, you will be responsible for conducting research and analysis on planning policies, regulations, and best practices. You will also assist in the preparation and submission of planning applications, appeals, and supporting...