Financial Planning Administrator

Job Title: Wealth Management AssistantA career in financial planning is an exciting opportunity for those who want to make a lasting impact. At Recruit UK Ltd., we are seeking a talented individual to join our team as a Wealth Management Assistant in one of our offices in the South West region. As a key member of our team, you will be responsible for...

Hybrid - 2/3 days from home * Structured progression route * Study towards Regulated Diploma Level 4 in Financial Planning The Burford Recruitment Company are working with an Independent Specialist Financial Planning firm located in the heart of Cheltenham. We are looking for an experienced, efficient, and conscientious administrator to provide...

About Attivo:Attivo are Independent Lifestyle Financial Planners. Our work is focused on our clients, and we pride ourselves on being transparent and honest, building trust and inspiring financial confidence. Our experienced Financial Planners and expert support teams are committed to delivering more for our clients.About the role:The Operations Manager will...

**Financial Administrator** **Do you want to work for one of Cheltenham's most respected Wealth Management firms? Are you studying for your DipFA qualifications or perhaps you are already fully qualified and want to work with or learn from the absolute best? Great - My role may be perfect for you!** My client offers unbiased advice, and understands clients...

Job Title: IFA Administration Team LeaderJob Reference: BEBE1_DEWe are working with a leading financial planning organisation to recruit an IFA Administration Team Leader. Our client is a well-known name in the industry, providing exceptional financial planning services to clients across the UK.Key Responsibilities:Help to lead/manage a team of IFA...

Administrative Role in Financial Planning FirmThe Burford Recruitment Company Ltd is collaborating with an Independent Specialist Financial Planning firm based in Cheltenham. We are seeking an experienced, efficient, and meticulous administrator to provide support to independent financial advisers in ensuring clients receive a high level of ongoing...

**More about the role**: Administration support for existing and new clients. Working closely with the financial advisers to ensure client records are updated and maintained. Liaising with product providers to obtain client information and dealing with client queries.**Alice Halford****: Senior Recruitment Consultant **Responsibilities**: - Liaising with...

**Job Title**: Entry Level Financial Administrator **Industry**: Financial Services **Location**: Bath/ Cheltenham/ Chelmsford **Salary**: Up to £23,000 **Job Ref**: 8663 Looking to kickstart your Financial Planning career? Recruit UK is working with a leading Wealth Management firm who are looking to bring on an Administrator to join their team in...

**Job Title**: Entry Level Financial Administrator **Industry**:Financial Services **Location**:Cheltenham **Salary**:Up to £22,000 **Job Ref**:8663 Administrator Looking to kickstart your career? Recruit UK are working with a wealth management firm in Cheltenham who are looking to bring on an Administrator. If you are looking for a long-term career...

**Technical Administrator** **Location: Cheltenham (GL50)** **Salary: Highly competitive with potential for 10% annual bonus, plus income protection, critical illness and death in service employee benefits** **Hours: Full time** Working as part of the team at an Appointed Representative of St. James’s Place Plc. An excellent opportunity has arisen for...

Technical AdministratorLocation: Cheltenham (GL50)Salary: Highly competitive with potential for 10% annual bonus, plus income protection, critical illness and death in service employee benefitsHours: Full time Working as part of the team at an Appointed Representative of St. James’s Place Plc. An excellent opportunity has arisen for a professional and...

**Financial Planning Associate - Academy Opportunity** **About Attivo**: Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest -...

As a Financial Services Administrator in our Operations Team, you will be an integral part of our high performing team based out of our Cheltenham office. Your role as a Financial Services Administrator will involve providing efficient, effective and expert administrative support to the Technical Team and Broking Divisions, in line with compliance, FCA and...

The role of Financial Planning Presenter at Resource Matters Ltd.Deliver financial education programmes to employees of corporate and public sector companies across the UK, engaging with employees during the delivery of online and face-to-face seminars, webinars, and webcasts.Represent the company in a helpful, friendly, and professional manner with all...

An ambitious individual is sought by i2i Recruitment to join their team as a financial administrator trainee. This role involves preparing and managing financial documents, entering and updating data using internal systems, reconciling accounts and managing cash allocation, and supporting report updates to ensure deadlines are met.Key...

Role OverviewCore 3 Ltd is seeking a highly skilled Senior Financial Planning Expert to join their growing private equity business in Cheltenham.Salary and BenefitsThe successful candidate can expect a competitive salary of £55,000-£65,000 plus an attractive bonus of up to 16%.Job ResponsibilitiesThis senior role will be accountable for overseeing core...

We are seeking an experienced IFA Administrator to join our dynamic team at IDEX Consulting, a highly respected financial advisory group with offices in Cheltenham and Bath. Our company has built a solid reputation for not only its expertise in financial planning but also its commitment to employee growth and satisfaction.This is an excellent opportunity to...

About the RoleISBA Enterprises Limited is seeking an experienced Finance Controller to join its team during an exciting period of growth. The successful candidate will play a key role in shaping the company's financial strategy and ensuring accurate financial planning.Key Responsibilities:Develop and implement financial plans to support business...

Job OverviewThis is a highly competitive opportunity for a Technical Administrator to join a St. James's Place Partner Practice based in Cheltenham town centre. The successful candidate will work closely with the Partner to manage office administration, provide support as required, and ensure seamless day-to-day operations.The RoleYou will be responsible for...

Company OverviewWe are working in close partnership with a highly regarded Wealth Management outfit to add a number of new members to the Client Servicing team in Cheltenham.This business boasts a fantastic supportive working culture, creating a highly productive office environment. As a business, they believe in flexible working for staff to help motivate...