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...

** CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE **One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser on an employed basis to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client...

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...

We are central London based financial planners, running £150m in income portfolios mainly for drawdown clients. We are fiercely independent, conduct our own research inhouse, and need experienced administrators to deal directly with clients within our small team. Responsibility and reliability are key requisites.The salary for the role is from £47,500, and...

One of our highly successful and leading businesses, Asset Wealth Advisory are currently seeking a Mortgage & Protection Adviser to join their team on Self-Employed basis. The company provides a range of services including Mortgage Planning, Investment & Pension Planning, Protection Advice and Insurance to numerous clients. The company takes great pride in...

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...

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...

Regional Development ManagerMilecross FinancialLocation coverage: South-East England / Midlands / WestReports to: Chief Commercial OfficerMilecross Financial is one of the leading financial advice firms in the UK, providing investment, pensions, mortgage and protection advice across multiple locations in Northern Ireland, Scotland and England. We a business...

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...

Job Advertisement: Financial Planning Director / Head of UK Financial Planning Location: Flexible, UK based with occasional travel to London & Yorkshire officesSalary: Negotiable, dependent on experience and qualificationsBenefits: Pension, Private Medical Insurance (PMI), Death in Service (DIS), and moreAre you ready to take the reins of a growing business...

BRAND NEW ROLE - Financial Adviser Manage book of clients - £150k of recurring revenue City of London offices - hybrid role Whole of market Chartered IFA firm £60k - £65k - 1.2 x validation to earn bonuses A key client of mine who I have placed 10 staff with are a national Chartered IFA firm with over £10bn AUM across the UK. They have grown...

Iconic Resourcing are delighted to be partnering with a firm in the service sector to support their search for an FP&A Accountant. As a key member of the Finance team, you will play a pivotal role in shaping the financial strategy, delivering accurate forecasts, and supporting decision-making that drives growth and efficiency. We are seeking qualified...

Head of Complaints - Financial Planning & Wealth ManagementHybrid roleReporting into any of the following offices: Birmingham | Carlisle l Chester l Exeter l Leeds l LondonIDEX Consulting are working in partnership with a leading Financial Planning Group who are in the process of bolstering their compliance team and have numerous newly created opportunities...

Are you an experienced IFA Administrator looking to play a pivotal role in a growing financial services business?We are recruiting for a highly successful and expanding financial services company, known for its expertise and reputation across multiple sectors. As part of its continued growth, the business is looking to enhance its financial planning division...

Our client, a leading leading global consulting firm, are seeking a Planful Consultant to join their expanding practice in the UK. You will be instrumental in delivering and optimising Planful solutions and will focus on improving clients’ financial planning, budgeting, forecasting, and reporting capabilities. This position is perfect for an individual...

Financial Planning and Analysis Expert: FP&A, Finance, ControllingA world renowned financial services organisation based in London are seeking an FP&A Expert with 10+ years experience in FP&A, accounting, project accounting, management consultancy or similar.He / she will support the organization with knowledge, models and tools to fulfill the needs for...

FP&A Manager – CommercialContract: 14-Month ContractLocation: Hybrid – Paddington, London (3 days on-site, 2 days remote)IR35: InsideAre you a strategic finance professional ready to lead and influence at an international level?Do you thrive in fast-paced, collaborative environments where your insights drive key business decisions?Our client, a dynamic...

IFA AdministratorAre you an experienced administrator looking for a dynamic role within an Independent Financial Advisory (IFA) firm? We are seeking a highly organized and detail-oriented IFA Admin to join our team. This position offers a flexible working schedule: in-office Tuesday to Thursday and remote on Monday and Friday.Key Responsibilities:Support...

Contract Type: PermanentLocation: Remote (UK-Based)Salary: Up to £80,000 per annumAbout the Role:We are seeking a skilled and experienced Adaptive Insights Architect to join our client’s dynamic team. This is a pivotal role where you will design, implement, and optimise Adaptive Insights solutions, enabling clients to streamline their financial planning...