Financial Planning Administrator

Quilter Full-Time Financial Adviser ProgrammeAre 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...

Recruit UK is working with a leading Financial Planning firm in Cardiff to find an experienced Financial Planning Administrator to join their dynamic team.This is an exciting opportunity for a skilled administrator to work in a fast-paced environment and contribute to the success of the firm.The ideal candidate will have experience working in the Financial...

We deliver bespoke financial planning solutions in the UK, part of Quilter Financial Planning. Our team of experts provides face-to-face service across the UK, Scotland, and Northern Ireland.The Role:Help clients make informed financial decisions to achieve their goals.Prepare customized financial plans tailored to individual needs.Advise clients on current...

Financial Planning Administrator OpportunityWe are working with a fantastic Financial Planning firm in Cardiff who are looking for a skilled Administrator to join their back office team. This is an exciting opportunity for a Financial Planning Admin to take their next steps in the industry and work for a firm that truly cares about their career and...

We are seeking an experienced Wealth Administrator to join our team at Recruit UK | Certified B Corp™ in Cardiff. As a Wealth Administrator, you will play a vital role in supporting our Financial Advisers in delivering high-quality services to our clients.Job SummaryThis is an exciting opportunity to work in the financial services industry, providing...

About the Employer:Our client is a respected wealth management firm offering tailored financial planning and investment strategies. They specialise in working with high-net-worth individuals and families, providing services such as retirement planning, estate planning, and investment management. Their client-focused approach ensures personalised solutions...

Apprentice administration assistant Job Title: Administration AssistantReporting to the Finance AdministratorThe business we are working alongside is looking to hire someone who is looking to complete a level 3 administration apprenticeship as well as working alongside them.Package:• A starting salary of £22k to be kept under review depending on progress...

Role Overview:We are working with a successful firm in the financial planning sector, seeking a skilled Paraplanning Professional to join their team.As a key member of the back office team, you will play a crucial role in delivering high-quality financial planning services to clients.Main Responsibilities:Producing Suitability Reports: Create comprehensive...

As a key member of our team, you will be responsible for delivering personalized financial planning services to clients in the UK, part of Quilter Financial Planning. Our team operates across the UK, Scotland, and Northern Ireland.The Job:You will work closely with clients to understand their financial goals and objectives.Develop comprehensive financial...

About the RoleWe are seeking a detail-oriented and analytical Senior Financial Planning Specialist to support our financial planning, analysis, and insights that drive strategic decision-making.Job SummaryThis is a permanent job opportunity for 37.5 hours per week, Monday to Friday.The salary for this role is circa £30,000 per annum.Location: Cardiff.Key...

Financial Planning ManagerWe are seeking a highly skilled Financial Planning Manager to join our Retail Division. As a key member of our team, you will be responsible for driving financial insight and promoting appropriate management actions to ensure the profitability of our Workplace Savings business.Key Responsibilities:Develop and maintain financial...

About the RoleWe are seeking a Financial Planning Specialist to provide exceptional financial support and business planning services to Care & Repair.The ideal candidate will have relevant experience in finance and accounting, with expertise in preparing management accounts, budgets, and financial business plans.This is an exciting opportunity for a highly...

Financial Planning ExpertCleverHR is seeking a highly skilled Financial Planning Expert to join our team. As a key member of our financial services team, you will be responsible for providing tailored financial advice to families and businesses across London, Southwest, and Wales.Key Responsibilities:Conduct in-depth reviews of clients' financial...

RME Consultants Limited is a dynamic organization undergoing exciting growth, and we are seeking an experienced Financial Administrator to join our team in Cardiff.Job DescriptionWe are looking for a highly skilled Financial Administrator to manage billing operations for our team of fee earners. The successful candidate will be responsible for handling...

We are seeking a highly motivated Financial Planning Specialist to join our team at Wealthlink Recruitment Ltd. The successful candidate will be responsible for supporting our Senior Financial Advisers in providing holistic advice to clients.Key Responsibilities:Support Senior Financial Advisers in client meetings and consultationsAssist in the preparation...

Job Title: Senior Financial AdministratorJob Description:We are seeking a highly skilled Senior Financial Administrator to join our team at Bowen Eldridge Recruitment. As a Senior Financial Administrator, you will be responsible for managing a portfolio of clients and providing a superior bookkeeping service.Key Responsibilities:Posting invoices, reconciling...

**Key Responsibilities**Maintain and reconcile local bank accounts, recording transactions and authorised payments.Provide and present reports to the branch committee and to SSAFA's central office.Maintain accurate records using our online finance management system.Prepare year-end accounts and financial statements, including arranging an independent...

Job SummaryAs a key member of the Sweet team, the Financial Administrator will be responsible for administering and overseeing all accounting functions up to and including month-end accounts and reporting. This role requires a high level of accuracy and attention to detail, as well as excellent organizational and communication skills.Key...

About the Role:Churchill Executive is seeking a highly skilled Financial Planning Manager to join their team in Cardiff. As a Senior Technical Manager and Paraplanner, you will play a crucial role in delivering comprehensive wealth management solutions to clients.Key Responsibilities:Monitor the quality of Para-planning work produced by Paraplanners/Trainee...

Teqniq Ltd is seeking a highly skilled Finance Manager to join our team.The successful candidate will provide financial information and reports to enable effective service delivery and planning.Key responsibilities include:Financial Reporting: To provide managers with financial information and reports to enable effective service delivery and...