Search Results: 181,001 vacancies
£25k - £30k per annum
...We are looking for an experienced Financial Administrator to join our client's SJP Practice based in Horsham. This position will involve... ...Maintaining and accurately updating the CRM - using it to effectively manage the business workflow
Deciphering policy information and...
Suggested
Work at office
Flexible hours
£26k - £35k per annumEstimated
Job Description:
Our client, a successful Financial Adviser, has an exciting opportunity for a Wealth Management Administrator to join their team on a permanent basis. The successful candidate will play a key role in providing support across multiple areas including investment...
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Permanent employment
Work at office
£20k - £28k per annum
...Our client is looking for a Wealth Management Administrator to join their team in Epsom, Surrey,
Administrator Key Responsibilities:
Prepare and package financial planning reports for the Financial Planners and their clients
Preparation of transactional templated...
Suggested
Work at office
Flexible hours
£30k - £41k per annumEstimated
...issues including investment, protection and pensions.
The Jobholder will also support the Commercial Director with his day to day management responsibilities, and oversee the smooth running of the Edinburgh office.
Key Responsibilities
Key client contact: phone calls...
Suggested
Work at office
IDEX Consulting
Glasgow
19 hours ago
£31k per annum
...Professional Recruitment are delighted to be working with our Glasgow based client who are looking to expand their team with a Wealth Management Administrator.
This opportunity would suit someone with a minimum of 2-3 year of experience within a wealth management administration...
Suggested
Full time
Immediate start
Flexible hours
Working Monday to Friday
...Service Level Agreements
Assist projects with key regulatory changes
Assist in producing Management Information (MI)
Knowledge and Experience:
Technical knowledge of wealth/trust products
Relevant knowledge in such systems as WGHSS, GHSS HUB, IMS, Phoenix, TLM,...
Suggested
Contract work
£21k - £29k per annumEstimated
...Location Salary Posted on Reference
Manchester £23000 - £28000 17/11/2023 NJR13708
DESCRIPTION
WEALTH MANAGEMENT ADMINISTRATOR LOCATION : MANCHESTER SALARY: UP TO 28,000 HOURS: 8am - 5pm MONDAY - FRIDAY NJR Recruitment are working in Partnership with an...
Suggested
Full time
Working Monday to Friday
NJR Recruitment
Manchester
more than 2 months ago
£21k - £25k per annumEstimated
...Success".
Azets is an award-winning leading firm of Accountants, Wealth Mangers and Business Advisers operating across the UK and the... ...and work across over 80 offices in the UK alone. Our Wealth Management team is growing in key locations across the UK and makes a fantastic...
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Azets Group
Newcastle upon Tyne
1 day ago
£30k - £40k per annumEstimated
...Type of Position: Operations Administrator (Wealth Management) - Fareham
Pay: £27k - £32k
Operations Administrator (Wealth Management) - Fareham
We have an opportunity for an Operations Administrator to join our clients team based in Whiteley, Fareham. You will report...
Suggested
Work from home
Flexible hours
3 days week
Artemis Recruitment Consultants Ltd
Fareham, Hampshire
2 days ago
£42k - £57k per annumEstimated
...Wealth Manager
Manchester or Leeds
This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority – Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications...
Suggested
Permanent employment
Part time
Work at office
Work from home
Hybrid work
2 days week
Barclays
Manchester
2 days ago
£22k - £30k per annumEstimated
...Tozers’ growing Wealth Management Team is looking for an Assistant to support them in the management of their busy and varied workloads in... ...on matters such as deputyship and attorneyship creation and administration.
What you’ll be doing
We are now seeking an assistant...
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Tozers LLP
Exeter, Devon
3 days ago
£16k per annum
...service to their clients
You will be providing technical and administrative support to the Partner and advisers
You will be a point of... ...a timely manner
Your role will involve day-to-day use and management of the Practice’s CRM database
You will need to keep the back...
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Apprenticeship
Work at office
£21k - £27k per annumEstimated
Wealth Management Assistant
Exeter, Devon
About Us
With offices in Exeter, Teignmouth and Newton Abbot, Tozers Solicitors LLP is... ...organised and to work efficiently and effectively, providing administrative legal support to the fee earners.
Your role will involve:...
Suggested
Permanent employment
Full time
Traineeship
Work at office
Hybrid work
Holiday work
Flexible hours
£25k - £34k per annumEstimated
...part or a wider group. Due to on-going success require a Wealth Planning Administrator on a part-time basis for their office in St Helen's. .... ...the successful onboarding of new clients and support in the management of existing clients. As a small team the role presents an...
Suggested
Part time
Work at office
Immediate start
Flexible hours
Workingmums
Liverpool
4 days ago
£44k - £59k per annumEstimated
...lines insurance, supported by a first class administration team.
Qatar is a fabulous growth... ...Financial Consultants operate in teams, managed by experienced Sales Managers who are there... ...only apply if you have the required wealth management and/or insurance experience....
Suggested
Visa sponsorship
Permanent employment
Temporary work
Work at office
Relocation
Flexible hours
Prestige IFA Jobs
London
14 days ago
£21k - £27k per annumEstimated
...About Our Client
My client is a high end Wealth Management business, with offices across the UK and with this role based at their Whiteley site (2 days in office).
Job Description
The role responsibilities include the following:
* To always have the customer at...
Work at office
Immediate start
Page Personnel Sales
Fareham, Hampshire
1 day ago
£33k per annum
Job Information
Our client is a very successful small firm of Wealth Planners based in Woking who require an IFA, Wealth Planning Administrator.
Purpose of the role
To support the advisers in their day to day duties. Liaising with clients, keying client information to...
Permanent employment
Full time
Contract work
Work at office
Flexible hours
Working Monday to Friday
£11.65k per annum
...will do in your working day
Main duties will include:
Data Management Basic Accounting Duties
Purchase and Sales Ledger
CRM... ...Hull College will deliver the Apprenticeship Standard Business Administrator Level 3. Plus Functional Skills in maths and English if...
Full time
Apprenticeship
£52k - £71k per annumEstimated
...to our clients and the communities we serve and creating a real sense of purpose for you.
Job Description
To assist Wealth managers to provide Wealth and Investment clients with full product agnostic relationship management and excellence of service within a responsive...
Full time
Offshore
£38k - £51k per annumEstimated
...career, apply today.
Due to continued success in delivering bespoke solutions to HNW clients, this Award Winning and expanding Wealth Management firm seeks a skilled Paraplanner and Client Manager to join their Private Client Division.
The role involves providing...
Traineeship
Flexible hours
Eden Resourcing
London
3 days ago
