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Planning Associate

Planning Associate

14 July by Pontoon

Job title: Planning Associate Location: London Duration: 31/07/2025 330 per day My high-profile Banking client are recruiting for a Planning Associate. The role is a Hybrid position on site 3 days a week and 2 days from home, working normal office ho...

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Financial Planning Administrator

Financial Planning Administrator

18 July by mbf.

Financial Planning Administrator Location: London (Hybrid: 3 days in the office, 2 days from home) We are partnering with a highly regarded professional services firm based in London to recruit a Financial Planning Administrator. About the Firm: This...

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Wealth Planning Director

Wealth Planning Director

One of the most prestigious and highly respected names in the wealth management industry are seeking two Wealth Planning Directors to their London team. Working closely with colleagues in Portfolio Management, the role will involve developing and man...

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Financial Planning Administrator

Financial Planning Administrator

1 week ago by IDEX Consulting Ltd

An opportunity has become available for a Financial Planning Administrator in London to join a growing Independent Financial Advisory business. This organisation offers a vibrant working environment, lots of training and development, and full exam su...

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Financial Planning Administrator

Financial Planning Administrator

Yesterday by Switch Recruitment

Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking a competent IFA Administrator to join their growing team. Responsib...

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Financial Planning Director - London

Financial Planning Director - London

A mid-sized Wealth Management firm, who are at the start of a period of significant growth are seeking an experienced Financial Planner to their City office. The firm is an optimum size - established, stable and well-funded, but small enough to retai...

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IFA Administrator/Wealth Planning Administrator

IFA Administrator/Wealth Planning Administrator

IFA Administrator/Wealth Planning Administrator Based London - Bank Salary 28000 - 35000 depending upon experience Bonus Are you at the beginning of your IFA Administration career, and looking for invaluable exposure to all aspects of wealth planning...

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Sales Support Administrator - Financial Planning

Sales Support Administrator - Financial Planning

24 June by Brevere Group

Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a professional environme...

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Financial Planning Administrator - Hybrid Working

Financial Planning Administrator - Hybrid Working

Yesterday by Brevere Group

Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams, with a hybrid working pattern. Due to continued success in providing fee-based advice to HNW clients, this succ...

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Independent Financial Planning Advisor - City - To £100,000 + Bonus

Independent Financial Planning Advisor - City - To £100,000 + Bonus

Due to a significant period of growth and a major injection of capital this market leading provider of financial planning advice is now seeking to recruit a number of individuals to help move their business forward. Provided with a market leading par...

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Financial Planning Administrator - Central London - £35,000-40,000 + £Bonus + Study Support

Financial Planning Administrator - Central London - £35,000-40,000 + £Bonus + Study Support

We are delighted to be working in partnership with one of the leading Financial Planning businesses in Central London. They are based in plush modern offices based in the heart of a vibrant part of London, and are looking to recruit an experienced Fi...

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Financial Planning Administrator to Paraplanner - London -Hybrid-£30,000-£32,000+excellent benefits

Financial Planning Administrator to Paraplanner - London -Hybrid-£30,000-£32,000+excellent benefits

Join a thriving London-based Financial Planning firm renowned for its dynamic team and outstanding reputation. We are seeking a motivated Financial Administrator with 1 to 2 years of IFA administration experience who is eager to advance their career ...

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

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

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

5 days ago by Financial Divisions

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

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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Liquidity Risk Manager

Liquidity Risk Manager

4 hrs ago by CMC Markets

We are looking to high an experienced Liquidity Risk Manager. Within this role you will be responsible assisting with the implementation of an effective Liquidity Risk framework. As the Liquidity Risk Manager, you will assist in ensuring that mandate...

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Lead Analyst

Lead Analyst

16 July by Equiniti

Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ's vision is to be the leading global share registrar, offering comp...

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Shareholder Analyst

Shareholder Analyst

5 hrs ago by Equiniti

Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ's vision is to be the leading global share registrar, offering comp...

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Independent Financial Advisor

Independent Financial Advisor

1 July by mbf.

About the Firm Our Client is a well-established firm of experienced Chartered Financial Planners and Independent Financial Advisers (IFAs) located in the London area. They offer extensive market knowledge and provide independent financial advice, pla...

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Wealth Planner

Wealth Planner

11 March by mbf.

The wealth planning arm of a leading global investment managers is seeking to recruit a high quality wealth planner within a background in provide complex advice to UHNW private clients. Their Wealth Planning team provides comprehensive financial adv...

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