Financial Planning Administrator

2 weeks ago


London, United Kingdom Switch Recruitment Services Ltd Full time
Job Description

Our client, a leading national wealth management and employee benefits consultancy, are currently looking for an experienced Wealth Administrator / Financial Planning Administrator to support one of their highest producing Financial Planners.


Candidates will be responsible for providing a technical administration service to the financial planner and paraplanner providing valuations, processing new business, obtaining valuations and preparing new business quotations, preparing and maintaining client files, undertaking product research, preparing recommendations and constructing accurate reports.


Candidates need to have proven financial services / wealth management administration experience ideally with a strong technical knowledge of investments, pensions, protection, pension transfers and general financial planning. Experience across a range of platforms is preferred. You will ideally be qualified to Level 4 / Diploma, or working towards (although this is not essential) and have good planning and organisational skills.


In return our client is looking to offer a competitive basic salary as well as an excellent benefits package and plenty of opportunities for career progression, potentially into a Paraplanning / Advisory role, within this growing organisation.



  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    We 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...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    About 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...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    Opportunity OverviewWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we operate a strong network of advisors based across the UK.This role offers a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis. You will be responsible...

  • Financial Adviser

    6 days ago


    London, United Kingdom Quilter Financial Planning Full time

    *** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE *** If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...


  • London, United Kingdom Recruitment Rebellion Full time

    IFA Financial Planning Administrator required. We're looking for someone with at least a couple of years financial services administration sales support experience. Hybrid working available. Starting salary from £30,000 Are you an experienced financial planning administrator? Do you love working in administration and wish to take your career in sales...

  • Financial Advisor

    6 months ago


    London, United Kingdom Quilter Financial Planning Full time

    SummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...


  • London, United Kingdom Switch Recruitment Services Ltd Full time

    Our client, a leading national wealth management and employee benefits consultancy, are currently looking for an experienced Wealth Administrator / Financial Planning Administrator to support one of their highest producing Financial Planners.Candidates will be responsible for providing a technical administration service to the financial planner and...


  • London,, UK, United Kingdom Switch Recruitment Services Ltd Full time

    Our client, a leading national wealth management and employee benefits consultancy, are currently looking for an experienced Wealth Administrator / Financial Planning Administrator to support one of their highest producing Financial Planners.Candidates will be responsible for providing a technical administration service to the financial planner and...

  • Hays Financial Group

    6 months ago


    London, United Kingdom Quilter Financial Planning Full time

    One of our highly successful and leading businesses, Hays Financial Group are currently seeking Mortgage & Protection Advisers to join their team on an employed or self-employed basis. The company provides a range of services including Mortgage Planning, Investment & Pension Planning, Protection Advice and Insurance to numerous clients. The company...

  • Financial Advisor

    6 months ago


    Greater London, United Kingdom Quilter Financial Planning Full time

    SummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Financial Advisor

    6 months ago


    Greater London, United Kingdom Quilter Financial Planning Full time

    SummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Financial Advisor

    6 months ago


    London, UK, UK, United Kingdom Quilter Financial Planning Full time

    SummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...


  • London Area, United Kingdom Switch Recruitment Services Ltd Full time

    Our client, a leading national wealth management and employee benefits consultancy, are currently looking for an experienced Wealth Administrator / Financial Planning Administrator to support one of their highest producing Financial Planners.Candidates will be responsible for providing a technical administration service to the financial planner and...


  • London Area, United Kingdom Switch Recruitment Services Ltd Full time

    Our client, a leading national wealth management and employee benefits consultancy, are currently looking for an experienced Wealth Administrator / Financial Planning Administrator to support one of their highest producing Financial Planners.Candidates will be responsible for providing a technical administration service to the financial planner and...

  • Financial Advisor

    3 weeks ago


    Greater London, United Kingdom Quilter Financial Planning Full time

    Job Description Summary We are currently recruiting for one of our leading Appointed Representative firms. David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented...


  • London, United Kingdom Recruitment Rebellion Full time

    Are you the safe and dependable pair of hands we are looking for to take a key role at our successful financial planning firm? - We're busy, we're growing, and we need your expert help._ _Bring us your experience in financial planning administration, and we'll reward you with a competitive salary and the chance to develop your career._ This is a fantastic...


  • London, United Kingdom CV-Library Full time

    The Client A prestigious boutique Wealth Management firm servicing Financial Planning needs of HNW clients. The Role The Senior Financial Planning Administrator / Practice Manager will play an integral role within thIS prestigious Wealth Management firm, being responsible for all client and team support activities providing administrative support to 4...


  • London, Greater London, United Kingdom Recruit UK Ltd. Full time

    Job Opportunity for Financial Planning AdministratorRecruit UK Ltd. is seeking an ambitious individual to fill the role of Financial Planning Administrator in a thriving Financial Planning firm based in London. This role presents a unique opportunity for a motivated professional to join a successful team and progress into a Paraplanning position.About the...


  • London, United Kingdom Recruitment Rebellion Full time

    Experienced financial planning administrator required. Hybrid working 2 days in the office/3 days at home. Join a busy firm of City financial planners and take your career to new heights. Are you the steady, reliable, experienced, and safe pair of hands we are looking for? Are you happy working in administration and support or would you like to progress your...


  • London, Greater London, United Kingdom Financial Times Full time

    Job SummaryWe are seeking a Financial Planning Manager to lead day-to-day financial management, producing insightful financial reporting, analysis, planning, and forecasting for two departments: the Consumer Revenue Group (CRG) and Strategic Partnerships.This is a great opportunity for a finance professional to drive business success in a world-renowned...