All jobs near England
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- London
- £40000 - £50000 per annum
- Posted 2 days ago
An exciting opportunity has become for an EA/PA with a leading national financial planning firm looking to expand their support team in London. This role would suit someone who has direct financial planning administration experience or an understanding of how a financial planning firm operates. Y...
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- Leicester
- £32000 - £35000 per annum + benefits package
- Posted 2 days ago
Are you an experienced IFA Administrator or Client Relationship Manager (CRM) looking for a role where you can combine strong client-facing skills with financial services expertise? What's on Offer Competitive salary of upto £35k and benefits. Hybrid working flexibility and a supportive, collabor...
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- Leeds
- £30000 - £32000 per annum
- Posted 6 days ago
IDEX Consulting are working with a leading wealth management business who require a Financial Planning Administrator to join their growing team. Recently moved in to brand new offices, just a short walk from the city center train station, the business continues to be an exciting place to work for...
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- Birmingham
- £35000 - £39000 per annum
- Posted 6 days ago
The Opportunity An established and highly respected wealth management firm is looking to recruit a Senior Wealth Planning Assistant to provide high-quality administrative and client support to Wealth Planners. This is a key role within the business, focused on delivering excellent client outcomes...
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- Newcastle upon Tyne
- £28000 - £32000 per annum
- Posted 8 days ago
IDEX Consulting are working with a leading Financial Advisory group, demonstrating significant growth across the UK. Currently, they require an IFA Administrator to join their team due to an internal progression of an existing team member who has recently joined the Paraplanning team. Duties incl...
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- West Yorkshire
- £28000 - £32000 per annum
- Posted 13 days ago
A long-established and award winning financial advisory business with offices in Huddersfield are seeking a Client Services Administrator to join their team. Free parking Supportive environment Study support available, should you wish to complete your level 4 diploma in Financial Advice Friendly ...
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- Manchester
- £30000 - £33000 per annum
- Posted 14 days ago
My client is currently looking for an experienced IFA Administrator to join their team in Manchester. The Role: To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regula...
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- Liverpool
- £25000 - £30000 per annum
- Posted 27 days ago
My client is based in Liverpool city centre and they are currently looking for and experienced IFA Administrator to join their team. Gathering information - liaising with product providers, human resources, other third parties and also the client to obtain detailed information about their persona...
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- Berkshire
- £25000 - £30000 per annum
- Posted about 2 months ago
One of the top Wealth Management organisations in the UK are looking to add to their successful support team in central London with an additional Business Support Administrator. This team provide an important function in supporting the Financial Planning division and some of the key responsibilit...
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- Knutsford
- £30000 - £33000 per annum
- Posted 2 months ago
My client is currently looking for an experienced IFA Administrator to join their team in Knutsford. The role: To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients and other operational colleagues, while adhering to regulato...
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- West Midlands
- £32000 - £35000 per annum
- Posted 2 months ago
We're supporting a long-established, Chartered firm of Independent Financial Advisers in Henley in their search for an experienced IFA Administrator to join their growing team. Known for delivering truly independent and client-focused advice, this highly regarded firm has been helping clients ach...
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- Blackpool
- £25000 - £27500 per annum
- Posted 2 months ago
My client is currently looking for a Financial Services Administrator to join their team in Blackpool. This role sits within their transfers and settlements team. Duties: Review daily stock reconciliations for all custodians Chase all outstanding transfers on a weekly basis Complete Fund Applicat...
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- Bristol
- Negotiable
- Posted 2 months ago
My client is currently looking for a level 4 qualified individual to join an IFA technical helpdesk as a Technical Consultant. The Technical Consultant will join a dedicated team who answer both telephone and email queries from Advisers and Paraplanners across the UK. Technical queries cover a ra...
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- Nottingham
- Negotiable
- Posted 2 months ago
My client is currently looking for a level 4 qualified individual to join an IFA technical helpdesk as a Technical Consultant. The Technical Consultant will join a dedicated team who answer both telephone and email queries from Advisers and Paraplanners across the UK. Technical queries cover a ra...
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- London
- Negotiable
- Posted 2 months ago
My client is currently looking for a level 4 qualified individual to join an IFA technical helpdesk as a Technical Consultant. The Technical Consultant will join a dedicated team who answer both telephone and email queries from Advisers and Paraplanners across the UK. Technical queries cover a ra...
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- Leeds
- Negotiable
- Posted 2 months ago
My client is currently looking for a level 4 qualified individual to join an IFA technical helpdesk as a Technical Consultant. The Technical Consultant will join a dedicated team who answer both telephone and email queries from Advisers and Paraplanners across the UK. Technical queries cover a ra...
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- Birmingham
- Negotiable
- Posted 2 months ago
My client is currently looking for a level 4 qualified individual to join an IFA technical helpdesk as a Technical Consultant. The Technical Consultant will join a dedicated team who answer both telephone and email queries from Advisers and Paraplanners across the UK. Technical queries cover a ra...
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- Manchester
- Negotiable
- Posted 2 months ago
My client is currently looking for a level 4 qualified individual to join an IFA technical helpdesk as a Technical Consultant. The Technical Consultant will join a dedicated team who answer both telephone and email queries from Advisers and Paraplanners across the UK. Technical queries cover a ra...
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- Manchester
- £29000 - £35000 per annum
- Posted 3 months ago
My client is currently looking for a Senior IFA Administrator to join their team in Manchester due to an internal promotion. Responsibilities: Acting as a trusted point of contact for clients, ensuring they receive exceptional service and support Processing new business Ensuring the appropriate s...
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- Bromsgrove
- £28000 - £30000 per annum
- Posted 3 months ago
An excellent opportunity has arisen for an experienced Senior IFA Administrator to join a well-established and highly reputable financial planning firm based in Bromsgrove. This is a key support role working closely with the Office Manager and Financial Planners, ensuring the delivery of a high-q...