Senior Wealth Planning Admin

My client is an independent, Chartered private wealth management firm with offices in Cambridge, London and Stansted.Clients are supported by a dedicated team of over 20 industry professionals. They assume the role of a collaborative financial partner. Guiding, advising and working with clients over the long-term. Building a relationship that permits both...

Client Relationship Manager Eden Rose – Award-winning Wealth Management Firm Hybrid. £30,000 – £40,000. Full-time or Part-time. An award‑winning and highly respected Wealth Management firm is seeking an Experienced Client Manager (Senior IFA Administrator / Technical Admin) to join our collaborative and forward‑thinking team. Known for delivering...

**IFA Administrator / Wealth Planning Administrator** **Location: Stansted Mountfitchet** **Hybrid Working - 3 x days office** **Salary: £26,000 - £32,000** **Are you an IFA Administrator looking for your next role?** - Do you feel that you are underpaid or undervalued working for a larger IFA? - Would you like to work in a boutique wholly independent...

Job Title : Senior Wealth Planning Administrator / Client Relationship ManagerLocation : Stansted Mountfitchet - With Monday and Fridays from homeSalary : £35,000 - £50000 DOEAbout the OpportunityWe’re working on behalf of a highly respected, whole-of-market financial planning firm to recruit a Client Relationship Manager. This is a fantastic opportunity...

Associate Financial Adviser Client Succession Role HNW Client Base Are you a highly skilled Paraplanning or Technical Financial Planning professional who has achieved (or is close to achieving) Chartered Status? Are you looking to step into a client facing Adviser role within an expanding, highly respected Wealth Management firm? A rare opportunity now...

A respected Wealth Management firm in Stansted Mountfitchet is seeking an Associate Financial Adviser who has achieved or is nearing Chartered Status. This is a unique opportunity to work closely with a senior Adviser, gradually taking over a HNW client base while providing innovative financial solutions. The role combines high-level technical work with...

Client Relationship ManagerAward-Winning Wealth Management FirmHybrid£30,000 – £40,000Full-time or Part-timeAn award-winning and highly respected Wealth Management firm, is seeking an Experienced Client Manager (Senior IFA Administrator / Technical Admin) to join their collaborative and forward-thinking team. Known for delivering tailored investment...

Client Relationship ManagerAward-Winning Wealth Management FirmHybrid£30,000 – £40,000Full-time or Part-timeAn award-winning and highly respected Wealth Management firm, is seeking an Experienced Client Manager (Senior IFA Administrator / Technical Admin) to join their collaborative and forward-thinking team. Known for delivering tailored investment...

Client Relationship Manager Award-Winning Wealth Management Firm Hybrid £Full-time or Part-time An award-winning and highly respected Wealth Management firm, is seeking an Experienced Client Manager (Senior IFA Administrator / Technical Admin) to join their collaborative and forward-thinking team. Known for delivering tailored investment management...

Client Relationship Manager Award-Winning Wealth Management Firm Hybrid £30,000 – £40,000 Full-time or Part-time An award-winning and highly respected Wealth Management firm, is seeking an Experienced Client Manager (Senior IFA Administrator / Technical Admin) to join their collaborative and forward-thinking team. Known for delivering tailored investment...