PA / Practice Administrator - Wealth Management

PA / Practice Administrator - Wealth ManagementLocation: RemoteHours: Full Time Salary: Up to £35,000 depending on experienceAre you an experienced and adaptable PA / Administrator and a self-motivated multi-tasker, who works best when taking responsibility for their own workload?You will be working as part of the team at a highly respected Appointed...

Franklyn Wealth Management, one of SJP's most successful Partners, are looking to grow their team with a new Wealth Manager.Job Title: AdviserLocation: Manchester AreaMinimum Requirements: A candidate with experience in Wealth Management or a relevant financial services field. This individual must be fully qualified (DipFA, IAD, CISI or equivalent QCF...

Wealth Manager - Senior Wealth Manager - Wealth AdvisorAbout usWe empower our advisers to go deeper with clients.Our unique client proposition allows us to enable clients, carefully and professionally, to have a more rewarding relationship with their adviser. A relationship that focusses on helping clients to be not just financially but also legally...

Handle has partnered with a leading hospitality business who are looking for an organised PA & HR Assistant to come on board and support them on a permanent basis. This role will be providing full PA support to the HR Director as well as completing any HR administrative tasks for the wider people team. You will be responsible for the HRD's diary...

Head of Wealth | Strategic Leadership OpportunityAbout the RoleWe are partnering with an award-winning, nationally recognised financial planning firm that looks to grow by £500m AUM p.a. As Head of Wealth, you will play a pivotal leadership role in driving operational excellence, team performance, and client outcomes. Reporting directly to the CEO, you will...

Private PALocation: London-based with international travelSalary: Up to £85,000 DOE We are looking for an exceptional Private PA with experience in the fashion industry to support a busy individual with both personal and professional tasks. This role offers an exciting opportunity to travel internationally and work closely in a dynamic and fast-paced...

About the Client:Our client is a respected wealth management firm specialising in discretionary investment management and model portfolio services (MPS) for high-net-worth (HNW) individuals. The firm partners with Financial Advisers to provide high-quality investment solutions tailored to their HNW clients’ needs.Role Overview:We are recruiting an...

The Company: A highly regarded boutique Investment ManagementThe Role:The Paraplanner will support a team of Wealth Managers / Wealth Planners in the administrative management of client portfolios as well as assisting in the growth of the business whilst providing a high level of client service and support.The Paraplanner will prepare and implement...

About the Company:We are representing a well-established and prestigious wealth management firm based in the City of London known for its commitment to delivering bespoke financial solutions to UHNW private clients. With a history spanning over a century, this company has a strong reputation for professionalism and integrity in the industry.Job...

Junior PA, Engineering firm, Permanent, City, £27,000A renowned and progressive design-led engineering firm based in Central London, requires a PA to support key directors with both day to day tasks and to work front of house, to start ASAP.The main duties of the PA role are:Reception, meeting and greeting clientsDiary management and scheduling of...

Are you looking for an opportunity to kick start a career as a legal PA?Do you have 6 months administration experience from a professional services environment?Have you recently completed studies within legal secretary subject - CILEX/ILSPA/Pitmans or a BTEC in business administration with legal modules.Do you want to work for a global law firm?If so - read...

Do you have great EA, PA or Receptionist experience within private equity and alternative investment, and are also looking for flexibility in your career? Joining our temp community could be an amazing option! Our clients make up 85% of the world's leading global private equity, alternative investment and financial consultancy firms, and many are looking...

We are seeking a highly organized and proactive Personal Assistant & Trade Sales Support Manager to provide administrative and personal support to the Trade Sales Director and surrounding sales team. The ideal candidate will handle a variety of tasks such as managing schedules, coordinating appointments, handling correspondence, organising travel...

The Client Our client is a growing Asset Management firm based in London and has a proven record of Investment capabilities covering a broad range of Investment Products.The Role THIS ROLE IS A 6 MONTH FTC with high potential to go Permanent.The successful Business Development Administrator is to confidently provide support and conduct administrative...

This leading law firm based in Birmingham is looking for a Billing Administration Assistant to step into their friendly and supportive environment to support the Accounts Receivable team and liaise with Partners, Fee Earners and PAs to complete accurate client account billing. Your duties will include; ensuring fees and disbursements are accurate, entries...

We are working with a growing FinTech firm in London who deliver institutional solutions to highly sophisticated private investors. They are looking to hire at analyst and associate level into their growing client facing financial planning and investment solutions team. This is one of the most exciting and impressive FinTechs that have launched in recent...

Financial Planning AdministratorLocation: Remote/UK Salary: Up to £27,000Reports To: Planning & Advice Manager Role Overview:This role is ideal for individuals starting or in the early stages of their career in Financial Advice or Advice Operations. As a Financial Planning Administrator for a purpose-led wealth manager serving high-net-worth business...

My client is a growing and highly reputable, stable wealth management practice. Due to expansion, a new job vacancy has become available for an experienced IFA in their team. A client base with recurring income is available.In the job you will be servicing your book of business along with dealing with new business due to their reputation, ties and referrals....

Diligent and conscientious Dealing Administrator sought to work in a professional office environment at an investment management company, delivering high quality work against tight timescales.This is predominantly a data entry role which requires critical thinking. Initiative is required in checking for mistakes / issues and communicating effectively with...

About the role:Chartered Management Institute are seeking a Senior Quality Manager on a full-time, fixed term contract until 31st March 2026. The role is predominantly home-based but there is a requirement to travel on occasions within the UK and internationally.The primary purpose of this role is to ensure that CMI meets all regulatory requirements, adheres...