Financial Planning Administrator

**Brewin Dolphin is one of the UK's leading independent providers of discretionary wealth management. We offer award-winning personalised wealth management services that meet the varied needs of over 100,000 account holders, including individuals, charities, and pension funds.** **We specialise in helping clients protect and grow their wealth by creating...

**Trainee Financial Planning Administrator** **Location: Cardiff** **Salary: £18,000 - £22,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto...

A financial planning firm in Cardiff seeks a Paraplanner to assist with administrative and technical support in financial planning. Responsibilities include preparing reports, ensuring compliance with FCA regulations, and maintaining client records. Ideal candidates will have a Diploma in Financial Planning, strong analytical skills, and at least two years...

A leading financial advisory firm in Cardiff seeks a Senior Paraplanner to support financial advisers in delivering outstanding client services. You will be responsible for market analysis and overseeing a team of paraplanners, ensuring effective workload management. The ideal candidate should possess a Level 4 Diploma in Regulated Financial Planning and...

**Templegate Recruitment** **Financial Services Specialist Recruiters** **Job Title**: Financial Services Administrator **Location**: Cardiff **Benefits**: Great Holiday allowance, Progression, Pension, Birthday Off. Office hours are Mon to Friday 9am to 5pm **Salary**: £20,000 - £25,000 Depending on experience **What Your Day to Day Duties Will...

**Great opportunity for a commercially focused accoutant to join this ambitious fast growth organisation. This is a key role on the senior management team and your input highly valued in a key area of the operations.** **Role Purpose**: This is a key role working directly to the Head of Finance and Business Support to support the implementation of the...

Are you currently working in a management position within financial planning but looking for a new challenge?Perhaps you're working as a successful Financial Adviser but looking to take that step into a management role?Our client is a UK wide Independent Financial Planning company, who are specialists in the field of wealth management, Retirement planning,...

**Our Core Values** - Clients’ Needs 1st - Always - Communication is Key - At Penguin we Commit to our Words, Actions & Results - Have Penguin Positivity **The Opportunity** At Penguin we believe that life is for living! We only get one chance to make our mark and to do all the things we are passionate about. At Penguin we help people understand if they...

Mbf are working with a very successful Chartered Financial Planning practice who are seeking to recruit an experienced Financial Adviser. The business provides holistic advice to HNW & UHNW clients across Cardiff and South Wales - they only work with clientswith upwards of £500K AUM and the average client portfolio is £5M. This is a medium sized business...

We are working closely with an independent financial planning business on the outskirts of Cardiff in one of the City's affluent areas! Due to recent expansion they are now looking for a financial services administrator to join the growing team. Duties will include but will not be limited to: - Contact and database management - Task Management Liaising...