Wealth Administration Specialist | Hybrid

About the firmA highly respected chartered financial planning firm based in Meriden is looking for an experienced Wealth Administrator to join their growing team. The business has an excellent reputation for internal progression, with many of their senior team, including Paraplanners and Managers, having been promoted from within. You’ll be joining a...

This Wealth Administrator job near Coventry is ideal for an individual with experience as an Administrator within financial planning firms. Our client is a values-based financial planning firm is motivated by achieving great client outcomes, rather than driven by sales. You will be providing full administrative support to Financial Advisors, including: -...

**Technical IFA / Wealth Planning Administrator** **Location: Outskirts Coventry** **Salary: £24,000 - £30,000** Are you an IFA Administrator with at least one year’s IFA Admin experience....? Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career? Are you stuck where you are...

Senior Wealth Administrator - Berkswell Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records, data gathering and application form preparation and submission....

A leading financial planning firm in the UK seeks a Senior IFA Administrator to join their support team. You will assist Paraplanners, ensure compliance paperwork is managed, and support Chartered Financial Planners in delivering quality advice. Ideal candidates will have a minimum of 3 years experience in financial planning or wealth management. This role...

LocationCOVENTRY Salary £26000 - £30000 TypePermanent WorkplaceHybrid Ref88949 Recruiter Managing This Role Financial planning administrator Meriden, Coventry Salary: £25,000 £30,000 Duration: Full time, Permanent, Flexible, Hybrid, Part time We are working with a well renowned financial planning firm who are looking for a new Financial Planning...

LocationCOVENTRY Salary £27000 - £34000 TypePermanent WorkplaceHybrid Ref89044 Recruiter Managing This Role Senior IFA Administrator Coventry Up to £34,000 Are you a motivated and detail-oriented individual with a passion for the financial services industry? We are currently seeking a skilled IFA Administrator to join a fantastic wealth management firm in...

A leading wealth management firm in Coventry is seeking a Senior IFA Administrator offering a salary of up to £34,000. This hybrid role focuses on enhancing client relationships and providing administrative support. The right candidate will have a passion for the financial services industry and the opportunity for career progression. Benefits include...

OverviewSenior IFA Administrator This is an excellent opportunity for an experienced Senior IFA Administrator to join a highly regarded Chartered Financial Planning firm known for delivering quality, client-focused advice. As part of a dedicated support team of Paraplanners and IFA Administrators, you will play a key role in ensuring the smooth running of...

**Technical IFA / Wealth Planning Administrator** **Location: Outskirts Coventry** **Salary: £24,000 - £28,000** Are you an IFA Administrator with at least one year’s IFA Admin experience....? Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career? Are you stuck where you are...