Financial Planning Administrator
2 days ago
LocationLondon Salary £35000 - £38000 TypePermanent WorkplaceOn-Site Ref88657 Recruiter Managing This Role This is an exciting opportunity for an experienced Financial Planning Administrator to join a successful Advisory practice based out of their City of London office. Focusing on providing a high quality financial planning and investment management service, this firm has built a sound reputation within the industry with longstanding clients. You will be responsible for providing a first-class compliant support service to the busy financial advisers of the practice. Working within a friendly, and close-knit team this is a fantastic opportunity for a Financial Planning Administrator to come on board and share their knowledge with the existing team, helping them grow and develop. This will be a complex technical role, with exposure to more than the typical Financial Planning Administrator position. The firm allows the flexibility to work from home on Fridays. Whats needed to be considered? Previous experience within a Financial Planning Administrator role Confident with Administration tasks such as processing new business, client communications, chasing providers, dealing with platforms, utilising FE Analytics Knowledge of financial products, particularly Pensions and Investments Experience working in an Openwork Partnership firm would be ideal Team player, eager to share knowledge previously obtained as well as learn on the job
-
Financial Planning Administrator
2 weeks ago
London, United Kingdom Financial Divisions Full timeFinancial Administrator VacancySW London offices with hybrid working£30k - £35k basic salary plus benefits packageMy client is a boutique wealth planning business with offices in South West London who have been operating for many years with significant financial backing. They have an excellent reputation providing very solid whole of market advice to...
-
Financial Planning Administrator Progressive
1 week ago
London, United Kingdom Financial Divisions Full timeAre you a Financial Planning Administrator that feels undervalued or underpaid? Do you see a progression route through to Paraplanner and Adviser with your current firm? Financial Divisions are working with a City based Wealth Management firm that is seeking a Financial Planning Administrator to join their City based team. The firm have a strong track...
-
Financial Planning Administrator
6 days ago
London, United Kingdom Financial Divisions Full timeAs a Key Team Payer with the ability to multitask, your day will be based around the following tasks-- Providing dedicated administrative support to 2 Financial Advisors and their paraplanners - Processing new Business - Assist with development of the financial planning process - Liaising with providers and clients - Basic report writing - Demonstrating an...
-
Remote IFA: Holistic Financial Planning
1 week ago
Greater London, United Kingdom Financial Planning Firm Full timeA financial services company in the Greater London area is seeking an experienced Independent Financial Advisor to deliver high-quality financial planning and investment advice. The role involves building client relationships, conducting assessments, and providing tailored financial solutions. Competitive salary of £75,000 and additional benefits include...
-
Independent Financial Advisor
1 week ago
Greater London, United Kingdom Financial Planning Firm Full timeA well-established and growing financial planning business are seeking an experienced Independent Financial Advisor (IFA) to join their team covering the London and Surrey Borders. This is an excellent opportunity for a motivated, client-focused advisor who is committed to providing high-quality, holistic financial planning and investment advice....
-
Employed Financial Adviser UK Wide
1 week ago
London, Greater London, United Kingdom Quilter Financial Planning Full time £40,000 - £50,000 per yearARE YOU AN EXPERIENCED FINANCIAL PLANNER WHO'S LOOKING FOR A NEW CHALLENGE? ARE YOU LOOKING FOR AN ENVIRONMENT THAT CAN PROVIDE YOU WITH DEDICATED FIELD SUPPORT AND ACCESS TO HNW CLIENTS? If you've answered 'yes' to any or all of the above, then you are EXACTLY who I am looking forRequirementsResponsibilities:Provide Financial Planning support to clients...
-
Graduate Ifa Administrator
1 week ago
City of London, United Kingdom Augustine Financial Planning Full timeGraduate Trainee required. Start your career in Wealth Management and build your future career with an established and forward-thinking City firm. Are you ready to launch your career in the challenging world of financial planning? The opportunities and prospects in this industry are second to none join us and take your career all the way to the top! Do you...
-
Senior Financial Administrator
5 hours ago
London, United Kingdom Financial Divisions Full timeGet AI-powered advice on this job and more exclusive features.This range is provided by Financial Divisions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeDirect message the job poster from Financial DivisionsSenior Partner | Specialised Recruitment in Financial ServicesLocation: Central...
-
Financial Planning Administrator
3 days ago
London, United Kingdom Recruitment Rebellion Full timeFinancial Planning Administrator London £25,000 - £30,000 Looking to take your financial services career further? My client, a respected and well-established Financial Planning and Wealth Management firm based in London, are offering a genuine career-building opportunity for a Financial Services Administrator who's ready to grow. If you've already spent...
-
Graduate Ifa Administrator
1 week ago
London, United Kingdom Financial Divisions Full time**plus definite career progression, benefits listed below** My client a boutique financial planning and wealth management firm is creating an amazing opportunity for a progressive graduate to join them. This truly is a golden ticket to start your career within this sector and progress into paraplanning with fullstudy support, mentoring and...