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One of the UK’s leading Wealth Management firms is currently seeking to recruit high quality Wealth Planning Administrators (with previous knowledge of Xplan) to join their London team. Role offers hybrid working with 3 days in the office and 2 from home...

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...

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,...

We are currently recruiting for an award winning Financial Planning practice based in London, Mayfair who are looking to recruit a Paraplanner. They also hybrid working 2 days a week from home. They require a Paraplanner to assist Wealth Planners with...

Ideas | People | Trust We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world. We work with the companies that are Britain’s economic engine – ambitious...

Are you an experienced administrator looking for a new challenge in the financial services sector? Arkenstone Wealth Management, a well-established IFA practice in Wimbledon, is seeking a talented and motivated individual to join our growing team. This...

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 environment...

Financial Administrator/ Trainee Paraplanner Vacancy - 33k - 35k bonus, Full study support - Chartered IFA firm My client are a Chartered independent wealth planning firm in Central London who offer whole of market financial advice to HNW private clients...

My client is a well - established and highly successful IFA based in London, who due to expansion are looking to take on a versatile Senior IFA Administrator who is looking for a new opportunity in Wealth Management. Company offers a hybrid working pattern...

Due to growth, our client, a vibrant and progressive independent investment advisory firm in London, is seeking an experienced IFA Administrator with a minimum of two years of wealth management experience. You will be assisting the company's advisors with...

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 environment...

My client is a dynamic and forward-thinking Independent, Chartered IFA Firm in London, who due to expansion are looking to take on an experienced IFA Administrator who has gained at least 6 months experience working in Wealth Management. You will be working...

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 private...

Senior Financial Administrator/Manager (Wealth Management) Remote/1 Day In office The Opportunity A highly responsible and visible role has arisen with our client, a boutique, private client Wealth Management firm, a well established business with a loyal...

Location - City of London Salary - 35,000 - 40,000 Role - Wealth Management Administrator Well established wealth management practice based in the City of London require an additional administrator to complement their existing team. The Role; To support...

My client is a dynamic, boutique and forward-thinking Independent, IFA Firm in London, who due to expansion are looking to take on a versatile Senior IFA Administrator who is looking for a new opportunity in Wealth Management. Company offers a hybrid working...

Location - City of London Salary - 32,000- 35,000 Role - Wealth Management Administrator Well established wealth management practice based in the City of London require an additional administrator to complement their existing team. Hybrid working 3 days...

IFA ADMINISTRATION MANAGER (full involvement with additional project work and process/systems improvement) London- 1 to 2 days in the office - To c 40/45k Exceptional opportunity for an experienced IFA Administrator to join this successful boutique Financial...

Wealth Management - 1 Day In office The Opportunity A highly responsible and visible role has arisen with our client, a boutique, private client Wealth Management firm, a well established business with a loyal client base and a well-deserved high reputation...

Due to continued success in delivering innovative Wealth Management solutions to their clients, a new opportunity exists for a positive and proactive Sales Support Administrator to join their expanding Financial Planning team. If you are able to utilise...

My client are a Chartered Financial Planning firm renowned for its commitment to excellence. Winning the City Wealth Magic Circle award for Financial Advisory Firm of the Year consecutively for two years, they pride themselves on being an industry leader...

Technical Administrator / Paraplanner Location - City Office, Lombard Street, London Salary - Highly Competitive Discretionary Bonus Benefits We are an SJP Principal Partner Practice in Lombard Street looking to appoint an experienced Technical Administrator...

plus Excellent comprehensive benefits package ( bonus, hybrid working, superb pension, generous holiday allowance, individual career plan) Are you an experienced IFA Administrator looking for an opportunity to join a most professional business which is...

Job Title: Paraplanner role - Junior paraplanners, IFA Admin or Diploma qualified considered Location: London, City Salary: DOE - ranging between 36000 and 44000 plus up to 12% bonus Are you an IFA Administrator looking for your next step into Paraplanning...

My client is a boutique Wealth Management firm based in London who are looking for an experienced IFA Admin Manager to take ownership of their day to day processes, improve efficiencies and be a senior support system to the Directors/Advisers. Key responsibilities...