wealth planning / ifa administrator Jobs - 1672
Principal Planning Officer
Surrey County Council - GU227QQ
Employment Type : Full-Time
The starting salary for this full-time, fixed term role is 50,047 per annum based on a 36 hour working week. This is a 24-month fixed term contract or secondment opportunity. We currently have an exciting opportunity for a Principal Planning Officer to join our Planning Development Team within the Environment, Infrastructure and Growth directorate at Surrey County Council. The administrative work base is in Woking, however The Planning Group has...
Highways and Planning Lawyer
Surrey County Council - RH28EF
Employment Type : Full-Time
The starting salary for this role is 50,047 per annum depending on experience and based on a 36-hour working week. This role is part of our Lawyers Career Scheme providing the opportunity to progress to 55,125 per annum. At Surrey County Council, within the Highways and Planning legal team, an exciting opportunity has arisen for a qualified Solicitor or Lawyer . We are looking for a flexible and motivated colleague to join this friendly team. Ou...
Premier Wealth Relationship Manager - Guernsey Branch
HSBC - GY12LB
Employment Type : Full-Time
Description - External If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. At HSBC, we're a trusted international organization with a sophisticated, global customer base. What does this mean for you? It means we like a ch...
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 Adminsitrator
Cranleigh Personnel - SN11BA
Employment Type : Full-Time
Financial Services Administrator Location: Swindon outskirts Salary: 22,000 - 26,000 depending upon experience Hours: Full time, office based Are working for a smaller SJP practice i and are looking to join a larger practice with more career progression? Or are you feeling like your career is developing enough with your current SJP practice? Or maybe you have IFA experience and looking to transition to SJP? If so, then we may have the opportunit...
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...
Practice Manager (Wealth Planning)
Cranleigh Personnel - LN11AD
Employment Type : Full-Time
Practice Manager (Wealth Planning) Location: Lincoln Salary: 35,000 - 45,000 Are you a Wealth Planning Practice or Administration Manager who is now looking for their next challenge? Do you love mentoring and developing staff? Then this may be the role for you… Our client is an expanding wealth planning company who are now looking for a Practice Manager to join their team. Main Duties: You will be part of the recruitment process and then manage ...
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...
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...