Wealth Planning Client Support Administrator

About the RoleWe are seeking an experienced administrator to join our team as a Client Support Administrator for Wealth Planning. This is a 12-month maternity cover position.In this role, you will provide administrative support to our financial planning advisers in all aspects of their advice process.Key Responsibilities:Prepare meeting packs and...

We are seeking an experienced Administrator to join our award-winning firm of Chartered Financial Planners as part of a 12-month maternity cover position. Our proprietary solutions cover regulatory, platform and investment services, designed to support financial advisers at every step of their journey.As a key member of our client-facing teams, your primary...

We are seeking an experienced Administrator to support our Financial Planners in their role, as a key member of our client-facing teams. This is an exciting opportunity to join our award-winning firm of Chartered Financial Planners.About the RoleAs a Wealth Planning Support Assistant, your primary responsibility will be to provide administrative support to...

We are seeking a skilled Administrator to support our Financial Planners in their role. This 12-month maternity cover position involves providing administrative support to our team, ensuring the smooth delivery of our award-winning solutions to financial advisers. Our solutions cover regulatory, platform, and investment services, designed to support advisers...

Financial Planning AdministratorAbout the Role:We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team. As a key member of our client-facing team, you will provide administrative support to our financial planning advisers in all aspects of their advice process.Key Responsibilities:Prepare meeting packs and...

Role OverviewWe are seeking a skilled Administrator to support our Financial Planners in their role. This is a 12-month FTC position.About BenchmarkBenchmark is an award-winning firm of Chartered Financial Planners. Our proprietary solutions cover regulatory, platform, and investment services, designed to support advisers at every step of their journey.Key...

Wealth Planning Client Support AdministratorAre you a detail-oriented individual with excellent communication skills? Do you have experience in administration within the financial services sector?We are looking for an administrator to join our successful and award-winning firm of Chartered Financial Planners to support our financial planners in their...

**Pensions and Investment Administrator / Wealth Planning Administrator** **Based Horsham** **Salary up to £30,000** **Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?** Then we have the role for you **The role/company** Our client is a highly successful wealth planning company with purpose built...

**Pensions and Investment Administrator / Wealth Planning Administrator** **Based Horsham** **Salary up to £35,000 depending upon experience** **Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?** Then we have the role for you **The role/company** Our client is a highly successful wealth planning...

**IFA / Wealth Planning Administrator** **Based Horsham** **Salary up to £32,000 + bonus** **Do you love organising, planning and thinking ahead?** Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge? Then we have the role for you **The role/company** Our client is a boutique wealth planning company...

Overall purpose of the job We are looking for an Administrator to join our successful and award-winning firm of Chartered Financial Planners and to support the Financial Planners in their role.  About Benchmark Our award-winning, proprietary solutions cover regulatory, platform and investment services, and are designed to support advisers at every...

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Story of Redwood Nick Tasquier started his career in financial services in 1991 with Pearl Assurance. As his career progressed and the needs of his client changed he saw the need to offer a broader level of advice and set up his first partnership. Redwood Financial Services was set up in 2013 by Nick. Dan joined the business soon after managing our new and...

Recruitment Consultant - Wealth Management **Horsham | Permanent | £27,000 - £30,000 (DOE)**: **Plus, great commission, a warm desk and annual business** My client is a successful independent recruitment company specialising in the lucrative financial services market. We are looking for a recruiter to join their Wealth Management team. You will work on...

**Job Title: Mortgage Administrator** **Location: Horsham Office** **Salary - depending on experience. £22,000 - £34,000** - Are you a skilled administrator looking for your next challenge? - Do you have previous experience within mortgage administration, or a sales support role. - Perhaps you have a transferable skill set within another area of...

About the RoleWe are seeking a highly organized and detail-oriented Administrative Support Specialist to provide administrative support to our Chartered Financial Planners in all aspects of their advice process.Key ResponsibilitiesProvide administrative support to financial planning advisers in all aspects of their advice process.Be the clients' point of...

Job OverviewPremier Work Support is seeking a highly skilled and motivated Administrator to join our dynamic team in Horsham. This is a temporary position, with the potential to lead to permanent employment for the right candidate.

**Job Title**:Receptionist **Industry**:Financial Services **Location**:Horsham **Salary**:Between £20- £23k **Ref**: 8257 Recruit UK is working on an excellent opportunity for a Financial Administrator to join a rapidly expanding Wealth Management Company. This company is one of the Horsham’s leading Wealth Management firms. They are always...

Premier Work Support are excited to be recruiting for a **General Administrator** for a prestigious manufacturing client based in Horsham. **Duties & Responsibilities**: - Inputting data to allocate stock to new sales orders. - Inputting data to produce Customer Delivery notes. - Allocate stock to new orders. - Book new material to stock on bespoke...

An opportunity has arisen for a professional and adaptable Administrator to work within a highly successful Senior Partner Practice of the St. James’s Place Wealth Management Group. You will be based in a busy office ensuring the business generated by the Practice is processed correctly and in a timely manner while also making and receiving telephone calls...