Financial Planning Administrator

If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...

Quilter Full-Time Financial Adviser Programme Are you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for progression.Personal...

SummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

Harris Begley Financial Planning are one of Quilter Financial Planning’s leading Mortgage, Protection and Wealth advice businesses based in the South West.They have been in business for over 20 years and have offices in Truro and Penzance with multiple Financial Planners, Mortgage & Protection Advisers and Administration support.They are offering an...

The RoleThe FP&A and Performance Reporting Analyst will report directly to the BU Head of Finance and support the delivery of weekly/monthly performance reporting, quarterly forecasting, annual planning & ad-hoc business analysis. This role offers lots of variety, breadth of exposure and significant scope for personal and professional development.The...

About Us:Sapphire Financial Planning is a well-established Partner Practice of St. James Place, dedicated to providing comprehensive and bespoke financial advice to our valued clients. We pride ourselves on our commitment to excellence and our client-centric approach.Role Overview:We are seeking a highly skilled and motivated Paraplanner to join our dynamic...

AFS Financial Management is long established and experienced group of financial professionals looking to expand our team. We are seeking an experienced Paraplanner or Adviser to provide technical and administrative support and engage in all aspects of the financial planning process.Subject to experience and knowledge duties will include;- assisting with and...

Looking for a new challenge, feed up of no leads, sick of working on your own (or feeling like you are), the fun has gone out of the job? OFS is an organization that works with you to build and develop your business, embraces enterpunrial spirt, looks for ways to develop and support its most important asset the advisers whilst having some fun! 2024 is a...

Our client, a very well established and respected firm of Independent Financial Advisers in Devon are currently looking to recruit an Administrator to work closely and to support the Director. The successful candidate will have good interpersonal skills, be a good listener and have a good sense of humour.Working in the office initially, the successful...

Are you an experienced administrator with a strong background in financial services? If you're seeking a role in a well-established local company, this could be perfect for you.Based in the charming area of Wimborne Minster, Dorset, this Mortgage Administrator position offers the chance to stay close to home, avoiding a hectic commute.In this role,...

Head of Financial Planning & Analysis London, UK - £100,000 per annum + Bonus & BenefitsCompany Overview:Join a rapidly growing technology business with a turnover of approximately £20 million. Backed by a highly regarded PE fund, the company is poised for significant expansion both domestically and internationally. We are committed to innovation,...

Four Oaks Financial Services is an award-winning, proud member of the Quilter Financial Planning network with a vast, loyal client base. Working alongside their dedicated back-office support staff, Mortgage, Protection and Wealth Advisers offer valued clients a holistic approach to financial services, priding themselves on having a family feel, building...

Planning AdministratorRole DescriptionThe Planning Administrator will support the business unit to ensure it stays in line with regulations and Guidance, promoting a positive image of the company. Your key tasks will be to support the Operational and Planning Teams in their roles by providing administrative support across the team, primarily producing the...

IDEX Consulting are working with a leading Financial Advisory business, demonstrating significant growth across the UK.Currently, they require a Financial Services Administrator to join their Newcastle-based team due to an internal progression of an existing team member who has recently joined the Paraplanning team.Duties include:Working closely with...

Our client is currently seeking a Director to join their London based Financial Planning division.Our client is the UK’s leading integrated wealth management and professional services group, with over 100 years of experience in helping generations of people and businesses to thrive. They offer an extensive range of financial and professional services to...

Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and Northern...

Senior FP&A Analyst (12 months)Central London£400-500 per day through an umbrella companyHalliday Marx are excited to partner with a Multi-National Consultancy to recruit a Senior FP&A Analyst to cover maternity for 12 months. This is a Hybrid working role allowing the successful candidate the flexibility of both office and remote working. This is a key...

Role Nigel James Associates is thrilled to partner with a prestigious global financial services company to secure a Director-level appointment within their financial planning team. This rare opportunity offers the chance to take over a significant client portfolio, consisting of HNW and UHNW clients. It’s an exceptional role for an experienced and...

We’re the world’s leading sports technology company, at the intersection between sports, media, and betting. More than 1,700 sports federations, media outlets, betting operators, and consumer platforms across 120 countries rely on our know-how and technology to boost their business.Job DescriptionPosition Title: Senior Vice President (SVP) Financial...

Employee Benefits Specialist - £35k - £38k depending on experience plus benefits – Full study support – Weybridge office My client is an independent financial advice business who have built a lasting reputation for providing the highest levels of advice with private clients across Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts,...