wealth planning administrator Jobs - 495
Senior Team Administrator
Surrey County Council - GU227QQ
Employment Type : Full-Time
This role has a starting salary of 27,897 per annum based on a 36 hour working week. We are excited to be hiring a Senior Team Administrator to join our fantastic Children's Early Years, Education, Additional Needs & Disabilities Commissioning team. The role is offered as a 12-month fixed-term contract or secondment opportunity. The role is based at Quadrant Court in Woking and is open to hybrid working which means that although you aren't r...
Wealth Planning Administrator
Blakemore Recruitment - London
Employment Type : Full-Time
The Wealth Planning Assistant will work proactively and resourcefully, providing support to the Wealth Planning Team. The role holder will provide support to members of the Wealth Planning team, diary management and travel arrangements, as well as administrative support. KEY RESPONSIBILITIES Administration support, preparing presentations & meeting preparation Assisting in producing letters Assisting in producing Presentations for meetings F...
Wealth Planning Administrator
Cameron James - KT227ED
Employment Type : Full-Time
Our client is a very successful small firm of Wealth Planners based in Woking who require an IFA, Wealth Planning Administrator. Purpose of the role To support the advisers in their day to day duties. Liaising with clients, keying client information to the back office systems. Preparing client documents, including suitability reports and information for client appointments, and ongoing review appointments. Ensuring all new business requests are ...
Wealth Planning Administrator
Cameron James - CH53DT
Employment Type : Full-Time
Our client a firm of independent Chartered Financial Advisers with offices in Chester and Ewloe who are looking for an experience IFA Administrator. Receiving instructions during debriefings from advisers following client meetings. Interpreting data obtained by advisers during client meetings. Analysing data and using research tools to provide solutions to meet client needs and objectives. Providing records to support research undertaken. Consol...
IFA / Wealth Planning Administrator
Cranleigh Personnel - CV311AD
Employment Type : Full-Time
IFA / Wealth Planning Administrator Location: Leamington Spa Salary: 26,000 - 32,000 Are you an IFA / Wealth Planning Administrator who is now looking for their next move? Has your existing practice been recently bought out by a larger firm and the culture of the company changed? Do you want to work for a family feel business whilst retaining superb employee benefits and a company with established processes and procedures? Is the work you do not...
Data Administration Officer
Harris Federation - SE155DZ
Employment Type : Full-Time
Working With Us As part of Harris, you will join a community of staff dedicated to transforming education in London. With regular progression opportunities and outstanding CPD for support staff, there will be a wealth of opportunities for you to grow your career, whether at Harris Academy Peckham, in one of our other 50 academies, or in our central team. Our aim is to help you achieve your ambitions more quickly. Why work at Harris Academy Peckh...
Wealth Planning / IFA Administrator
Cranleigh Personnel - B458AS
Employment Type : Full-Time
Title: Wealth Planning / IFA Administrator Based: Lickey, Birmingham outskirts Salary - 23,000 - 26,000 Job Summary: If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company with a team of 15, is looking for a proactive administrator to join their team as their Client Review Administrator. As an administrator, you will play an...
Senior Wealth Planning Administrator
Cameron James - CH631JE
Employment Type : Full-Time
Our clients are a highly regarding firm of Wealth Planners based in modern offices who work across the Northwest and beyond, providing clear, bespoke and impartial financial planning. Due to progression require an addition Senior Wealth Planning Administrator to join a team of 12 Financial Advisors and approx. 15 other back-office personnel which consist of Paraplanners and support personnel to support you. You will be joining a focused and fun ...
IFA Administrator / Wealth Planning Administrator
Cranleigh Personnel - B357AZ
Employment Type : Full-Time
IFA Administrator / Wealth Planning Administrator Birmingham - Castle Vale 25,000 - 30,000 depending on experience Are you an IFA Administrator looking for your next role? Would you like to feel valued by working in a boutique wealth planning company instead of a corporate IFA firm? Are you looking to work for a company that offers growth and support for career development? If so, we can help Company/Role Information: You will be fully supported...
IFA Administrator / Wealth Planning Administrator
Cranleigh Personnel - LN21AF
Employment Type : Full-Time
IFA Administrator / Wealth Planning Administrator Location: Lincoln Hybrid Working available after probation Salary: 22,000 - 26,000 Are you an IFA Administrator looking for your next role? Are you currently working in the office full time and looking for more flexibility? Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank? If so, we can help Company/Role Information: Our client is a bouti...