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Team Secretary/Administrator

2 days ago by eFinancialCareers

What the Hiring Manager Says Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and f...

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IFA ADMINISTRATOR/FINANCIAL PLANNING ASSISTANT (progress to senior member of the team) - London+...

hybrid working To 38k, top benefits package, opportunity for career progression Excellent opportunity for an experienced IFA Administrator to join a top London firm where emphasis is placed on providing an individual tailored advice plan for their Cl...

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Bridging Loan Portfolio Assistant

13 May by KFS Recruitment

Bridging Loan Portfolio Assistant London We are pleased to be working with a leading bridging finance provider based in London, who fast and flexible bridging loans to their valued intermediaries and clients. The Loan Portfolio Assistant will support...

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Mortgage Administrator - City, London

Mortgage Administrator A fantastic opportunity is available for an experienced Mortgage Administrator to join our client, an award-winning financial services brokerage based in The City of London.This is a great fun, busy and fast paced environment o...

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Mortgage Administrator - City, London

Mortgage Administrator A fantastic opportunity is available for an experienced Mortgage Administrator to join our client, an award-winning financial services brokerage based in The City of London.This is a great fun, busy and fast paced environment o...

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Mortgage Administrator - City, London

Mortgage Administrator A fantastic opportunity is available for an experienced Mortgage Administrator to join our client, an award-winning financial services brokerage based in The City of London.This is a great fun, busy and fast paced environment o...

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Wealth Planning Administrator

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 ad...

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Paraplanner - Hillingdon

We are currently recruiting for a Financial Planning practice in Hillingdon who are looking to recruit a Paraplanner to join their team. A minimum of 1 year’s paraplanning experience and Diploma qualified. Nice to have’s would be experience with iO, ...

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Paraplanner - Hillingdon

We are currently recruiting for a Financial Planning practice in Hillingdon who are looking to recruit a Paraplanner to join their team. A minimum of 1 year’s paraplanning experience and Diploma qualified. Nice to have’s would be experience with iO, ...

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Financial Administrator (Xplan)

Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser. This will be a hybrid position, working 3 days in the office and 2 d...

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Assistant Insolvency Manager

Assistant Insolvency Manager opportunity: London Are you an ambitious Assistant Insolvency Manager or an experienced Senior Administrator seeking a challenging opportunity? Look no further An exceptional opening awaits you at our client’s esteemed Re...

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IFA administrator

7 June by Finlink Ltd

IFA Administrator, Borehamwood Hybrid Up to 40k This is for you if you’re an IFA administrator looking for a new challenge. You will benefit from joining a large team where you will receive support and exposure to an abundance of knowledge enabling y...

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Financial Planning Assistant - Central London (West End) - Up to £38k +bonus and excellent benefits

Financial Planning Assistant (Genuine route to Adviser/Planner) The Opportunity A genuine, progressive opportunity has arisen within our client, a highly regarded IFA and Investment Management practice offering Independent whole of market advice to p...

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Home Based Paraplanner

16 July by mbf.

We are currently working with a national Wealth Management organisation to recruit an experienced Home Based Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their s...

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PA to Chief Commercial Officer

About People’s Partnership: At the heart of our not-for-profit organisation is a commitment and a motivation to make the future-saving experience a simple one for our members. We champion fairness and simplicity, not profit-chasing. Imagine a financi...

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IFA Administrator

2 days ago by eFinancialCareers

Roles & Responsibilities Processing new business Servicing clients Managing TPA/TA/counterparty activities Undertaking all administrative duties e.g., opening and distributing post Monitoring receipt of stock and cash and associated reconciliations M...

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FINANCIAL PLANNING ASSISTANT (wealth management) - London-hybrid working - To £38k plus...

plus top benefits package, opportunity for career progression Excellent opportunity for an experienced IFA Administrator to join a top London firm where emphasis is placed on providing an individual tailored advice plan for their Clients throughout t...

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