Wealth management administrator jobs

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Strabens Hall - London, London (22 hours ago)
Job Title: Financial Planning Support Location: Soho, London Salary: Commensurate with experience Job Type: Full Time, Permanent Established in 2007, the firm employs circa 20 people and provides financial planning, wealth structuring and investment advice to high net worth and ultra-high net worth individuals. The firm requires a bright and articulate individual with relevant financial services e...
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Clark James - Fareham, South East/Southern, PO15 7AW(6 days ago)
Clark James are pleased to be representing an Independently owned Investment Management and Financial Planning Company, who are seeking an experienced Financial Planning Administrator. Our client currently manages and advise assets of £930m, via discretionary portfolios and funds, either directly or through intermediaries. The company’s object is to preserve and grow wealth for their clients, thro...
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Working on behalf of an award-winning Chartered firm of financial planning experts who offer tailored advice in the fields of Employee Benefits, Wealth Management, Pensions and Auto Enrolment, we are seeking a Senior Administrator to join the Pension team. The Company Their senior management team have worked together for many years, providing cohesive leadership and direction and have a team of hi...
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Clark James - BS32 8BS(6 days ago)
Clark James Recruitment are seeking an experienced IFA Administrator to join a well-established and successful Financial Planning practice near Bristol. Our client are a wholly Independent Wealth Management and Financial Advisory firm that specialise in providing straight forward solutions to help their clients take control of their financial future. Working as IFA Administrator, you will be respo...
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Clark James - Fareham, South East/Southern, PO15 7AW(6 days ago)
Due to our clients’ unprecedented growth, Clark James are pleased to be representing an Independently owned Investment Management and Financial Planning Company, who are seeking Client Services Administrator’. Our client currently manages and advise assets of £930m, via discretionary portfolios and funds, either directly or through intermediaries. The company’s object is to preserve and grow wealt...
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Clark James Recruitment are delighted to be working with an Independent Financial Planning practice based in Essex who are seeking a Financial Planning Administrator for new and existing business. The Role Working as Financial Planning Administrator, you will be reporting to the Director being the principle point of contact for clients and the Business’s Wealth Consultant(s). In the role, you will...
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Clark James - Horsham, South East/Southern, rh12 4qp(6 days ago)
Working on behalf of a highly reputable and award-winning Chartered Business who offer centralised, integrated support for financial planners and wealth managers, we are seeking a Complaints Administrator to join their head office in West Sussex. Our client, now 15 years’ old, offer a bespoke, multi-award-winning service with a tailored blend of products and can help with compliance, regulatory ad...
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Clark James Recruitment are delighted to be working with a highly professional, client focused Financial Planning practice in Leighton Buzzard, assisting them with the recruitment for a Senior Financial Planning Assistant, whom will become an integral part of the Client Servicing team. Our client provides holistic advice to a wide range of corporate and private clients, including media clients and...
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Senior IT Support Engineer - Horsforth Cathcart Associates are recruiting on behalf of a client based in Leeds . You will be responsible for providing support multiple sites based throughout the UK . You will report into the Network Manager and work alongside him to build and maintain the internal infrastructure as well as supporting employees with any IT issues that arise and act as an escalation...
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Job Description: The role of Oversight & Controls Analyst works as part of a dedicated team who are responsible for oversight and service level agreements form service providers for critical outsourced activities, ensuring full compliance. The Oversight & Controls Analyst provides first line monitoring of all trade transactions and the handling of day to day broking / trading queries. Further resp...
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Client Relationship Paraplanner A key role, working closely with a long term established Principal Partner and handling all aspects of Principal’s clients. This role would suit an Adviser wishing to pursue an administrative rather than selling function, or perhaps a Paraplanner looking for a wider, more varied role. Key Duties and Responsibilities Communicating with clients, handling queries, assi...
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Employer description: True Potential is an award winning Company that provides products and technology to over 1.4 million private clients. As one of the most innovative financial services group in the UK today, currently working with over 20% of the IFA market, True Potential believe that what we are doing has great value and will help revolutionise the way wealth management is delivered to custo...
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