Hybrid Wealth Planning Client Services Specialist

_**Quintet Private Bank is a leading private bank in the wealth management sector; we are committed to our clients and their families and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others, we are small (< 2,000 employees across 50 European and UK locations) with an ambition to stay...

**Pensions and Investment Administrator / Wealth Planning Administrator** **Based West Bridgford** **Salary up to £30,000 depending upon experience** **Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?** Then we have the role for you **The role/company** Our Client is a well established fully...

**Administrator**: **Balance: Wealth Planning** is a Chartered Financial Planning firm that exists to **educate**, **enrich**, and **empower** all through our **goal-based holistic financial planning**. Our reason for being is to provide clients with **security**, **peace of mind**, and the ability to **focus** on what truly matters in life. We strive to...

About us: Lync Wealth Management is a nationwide group of financial advice practices. We combine the expertise of highly experienced financial advisers, with the regulatory support of our advice network Lyncombe Consultants. At the core of our approach is a deep commitment to truly getting to know our clients – their aspirations, fears, and the unique...

A nationwide financial services firm in Nottingham is seeking an experienced Financial Adviser to deliver holistic advice to clients, develop personalized financial strategies, and build strong client relationships in compliance with FCA regulations. Ideal candidates should have a minimum Level 4 Diploma and wealth management experience in the IFA market....

A financial services recruitment firm is seeking a Client Administrator for their Financial Planning team in Nottingham. This hybrid role involves providing essential administrative support, maintaining client records, and building client relationships to ensure satisfaction. The successful candidate will work closely with Financial Planners and collaborate...

**Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment?** Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial...

A leading global financial services provider in Nottingham is seeking an experienced Wealth Manager. In this role, you will manage a portfolio of high-value clients, providing them with tailored financial advice across key life events. This position promises growth opportunities and a flexible benefits package. The ideal candidate will hold relevant Level 4...

If youre looking for a career that will help you stand out join HSBC and fulfil your potential. Whether you want a career that could take you to the top or simply take you in an exciting new direction HSBC offers opportunities support and rewards that will take you further. Our Wealth and Personal Banking business supports millions of individuals families...

**Administrator**: **About you** To thrive as an Administrator in the Balance team you will need specific experience and skills. You should be able to tick these boxes: - Administration experience in a financial planning company for at least two years. - Experience in processing authority letters and gathering data about a client’s investments, pensions...