Wealth Management Administration Role

Job Description: Wealth Management AssociatePerspective (Gould Financial Planning) Ltd is a leading wealth management company based in Cardiff, seeking a highly skilled Wealth Management Associate to join our team.This role offers a fantastic opportunity to develop your expertise in financial administration and provide exceptional support to our clients and...

Redmore Recruitment Limited is seeking an experienced Wealth Management Assistant to join their team. As a Wealth Management Assistant, you will play a key role in supporting the team in achieving their goals and delivering exceptional client service.What We Offer:A supportive and close-knit team environment.Opportunities for professional growth and...

Senior Wealth Manager PositionFocused on delivering exceptional wealth management services to high net worth individuals, we are seeking a skilled Senior Wealth Manager to lead our client relationships in the Cardiff area.Key responsibilities include building strong relationships with clients, providing tailored financial solutions, and staying up-to-date...

Senior Wealth ManagerAustin Fraser is looking for a highly skilled Senior Wealth Manager to join our team in the Cardiff area. This role offers a unique opportunity to work with high net worth clients and help them achieve their financial objectives.The ideal candidate will have excellent communication skills, be able to analyze complex financial data, and...

A Private Client Partner is required to join TSR Legal's team in Brecon. This role involves advising clients on IHT planning, wills, LPAs, and trusts. You will also administer taxable estates with business, agricultural, and trust interests.Responsibilities and RequirementsExperience in non-contentious private client mattersAbility to draft IHT plans, wills,...

A Prestige Recruitment Group client in Flintshire, North Wales is looking for an experienced AML / Compliance Analyst to join their team.About the Role:The successful candidate will be responsible for monitoring file reviews, assisting the Compliance Manager with Business Diary and Compliance actions, training and competence for Financial Advisors, gathering...

Are you a motivated and experienced administrative professional looking to develop your skills in a dynamic Wealth Management company? We have an exciting opportunity for a Financial Administrator to join our successful administration team in Cardiff.The ideal candidate will have excellent communication skills, both written and verbal, and be confident in...

Are you an experienced pensions administrator ready to make a lasting impact in 2025? We're seeking talented professionals like you to join Yolk Recruitment's forward-thinking team. We offer a competitive salary of £45,000 - £55,000 per annum, depending on experience.About the Role:Pension Administrators play a vital role in managing pension schemes with...

Data Administrator Job OpportunityLocation: CardiffHired as a Part-Time Data Administrator, you will work 2-3 days per week with flexible hours (7 hours per day). The estimated salary for this role is £25,188 Pro Rata (£13.78/hour).This job involves assisting in the closure of NHS research sites. As a detail-oriented candidate, you will be responsible for...

HR and Payroll Administrator Job OpportunityWe are seeking an experienced HR, Payroll, and General Admin Support professional to join our team in Swansea. This key role involves supporting the smooth running of our HR and administrative functions, contributing to the success of our company.About the Role:Maintaining accurate employee recordsProviding...

Key Responsibilities and RequirementsWe are seeking a highly skilled and experienced Customer Service Coordinator to join our team. The ideal candidate will have previous experience working in a service advisor role, aftersales service, scheduling or works coordinator position, with excellent administration skills and a mechanical/technical flair in previous...

Company Overview:Academics Ltd is a prestigious secondary school in Cardiff, striving for excellence and high standards. The school seeks an individual with vast administrative experience to undertake a School Cover Manager role.Salary:The salary for this rewarding role is £91 - £105 per day, making it an attractive opportunity for those seeking a...

Job Description\IDEX Consulting seeks a passionate and skilled Wealth Guidance Specialist to join our team.\\Key Responsibilities:\\Provide expert guidance on financial planning topics, including goal setting, tax strategies, and investment options.\Create personalized plans tailored to each client's unique needs and goals.\Bullet\\\Requirements:\\Strong...

About the JobCV-Library is seeking an experienced Administrative professional to support our senior management team in Cardiff. As a key member of our team, you will be responsible for providing administrative assistance and ensuring the smooth operation of our office.Key Responsibilities Support senior management by arranging meetings, taking minutes and...

Vetro Recruitment are seeking an experienced and dedicated school administrator to work in a long term role in a Merthyr Tydfil school. The successful candidate will be part of the office team, welcoming students and staff alike.Job OverviewAs a School Administrator, you will be responsible for general school administration tasks, meeting and greeting...

Job Summary: As a Financial Analyst with the Veterans Health Administration, you will be responsible for analyzing and interpreting financial data to inform business decisions.Compensation: $65,000 - $90,000 per yearResponsibilities:Develop and maintain financial models to forecast future expenses and revenues.Prepare and present financial reports to...

As an Operations Administrator for Customer Services, you will play a vital role in ensuring the smooth operation of our customer service department at Forward Waste Management in Cardiff. This is an excellent opportunity to work in a fast-paced environment and develop your skills in customer service and administration.The estimated salary for this position...

We are seeking a highly skilled and experienced Compliance Administrator to join our team at Recruitment Solutions Workforce Ltd. This is a temp to perm role, offering a very competitive salary of £25,000 - £30,000 per annum.The successful candidate will be responsible for arranging and organizing training, meetings, and training staff on HR platforms....

We are looking for an Administration professional to join our team at Perspective Financial Group Ltd. The ideal candidate will have a strong understanding of financial planning and administration procedures.Benefits:25 days holiday plus Bank HolidaysLife assurance and pension schemeA salary of £24,000 per year is offered, with opportunities for career...

Pertemps Cardiff seeks an experienced Administrative Assistant - Reception Role. This temporary opportunity may lead to a permanent position. Our client focuses on mechanical, electrical, and public health engineering services.Duties:Greet visitors warmly and maintain a tidy reception space.Direct phone calls to the correct teams.Efficiently manage incoming...