wealth planning administrator jobs in United Kingdom

A law firm in Gloucestershire seeks a Private Client Solicitor for a 12-month fixed-term contract. Find out if this opportunity is a good fit by reading all of the information that follows below. The role involves advising clients on private wealth matters, managing a varied caseload, and drafting legal documents. Candidates must be qualified solicitors in England and Wales with over 4 years...

A leading financial services company is seeking a Director of Financial Planning in Birmingham, responsible for developing trusted client relationships and providing tailored financial and wealth management advice. Ideal candidates should possess a relevant level 4 qualification, strong client service skills, and proven ability to manage client interactions effectively. The role offers a...

A prestigious law firm in London is seeking a Private Client Partner to enhance their HNW/UHNW wealth preservation and succession planning services. Do you have the right skills and experience for this role Read on to find out, and make your application. The successful candidate will provide sophisticated advice to high-net-worth clients and lead the private wealth team while nurturing...

A global investment management firm in Greater London is seeking a Wealth Planning Director to lead and manage client relationships, delivering tailored wealth planning strategies for high-net-worth clients. The role requires at least 6 years of experience in wealth planning within a regulated environment, proven skills in business development, and a Chartered Financial Planner qualification. The...

A leading financial services firm in Bath is seeking a Private Client Tax Director to provide tailored tax consultancy services to high net worth individuals. This role involves managing a diverse portfolio and delivering high-level compliance and advisory services while leading a team and mentoring junior staff. The ideal candidate will have extensive knowledge in private tax and be adept at...

This is a great opportunity to work for a fantastic financial services organisation where you will have the opportunity to develop a worthwhile career. The Role The role of the Client Services Administrator is to provide first class client care for clients of the business. Key Responsibilities and Outputs Processing of new business following all company procedures and processes Maintaining...

Artemis Human Capital are pleased to be exclusively partnering with a dynamic & growing IFA. This is a newly created position with the team due to continued business success & growth. This is an exciting & career defining opportunity for a junior financial planning professional to join a reputable & experienced local team, this role will provide genuine opportunity for progression & development,...

Production Planning Administrator Below covers everything you need to know about what this opportunity entails, as well as what is expected from applicants. Location: Hilsea, Portsmouth Full time: Monday – Friday, 09:00– 17:30 Permanent Office Based Salary: Competitive ​ About Us: QVIS Lighting and Security is an independently owned business based in Hilsea, Portsmouth, and is an industry...

IFA Administrator / Wealth Planning AdministratorGuildfordUp to £35,000 a yearHybrid working optionsFree on site parkingLooking for a role where you can thrive in a collaborative team, gain valuable technical experience, and be supported in your professional development?About the Company:Our client is a well-respected, wealth planning company with a strong reputation for delivering exceptional...

Salary: £35,000 - £45,000 + £2,000 Bonus + Excellent Pension + Private Health + Study Support A highly respected, family-run boutique Wealth Planning firm in Guildford is seeking an experienced Wealth Management Administrator to join their growing team. Established for over 25 years, this firm has built a first-class reputation for delivering high-quality financial advice to High Net Worth...

A growing wealth management firm in Manchester is seeking a Financial Planning Administrator to provide end-to-end support for client review meetings and ongoing administration. This role offers hybrid working arrangements, salary up to £32,000, and opportunities for career development. Applicants should have prior experience in financial administration, strong communication skills, and a...

A leading financial services firm in Maidstone seeks a Client Administrator to join its Financial Planning team. The role focuses on providing client service administration, scheduling meetings, and building relationships with clients. Candidates should have experience in supporting Financial Planners and knowledge of financial products. The position offers a competitive salary, hybrid working...

We're working with a respected and well established, growing Financial Planning business in East Anglia looking to recruit an experienced Financial Adviser to join their Wealth Advisory team. You'll inherit a loyal client base and be fully supported by strong paraplanning and administration, giving you the space to focus on advice and client relationships. What you'll be doing as Financial...

You must have the legal right to work in the UK to apply for this role as Atom is unable to support Visa Applications/Sponsorship. Atom is an equal opportunities employer. We value you as an individual and therefore disregard race, religion/belief, gender, sexual orientation, maternity/pregnancy, age, gender reassignment, marriage/civil partnership and disability in any hiring decisions we make.

You will coordinate with internal departments, prepare onboarding paperwork, help create sales deliverables, build new processes, and much more.

You will report to your Team Leader who will aid in your job training and ongoing professional development.

You will be responsible for supporting the team in growing SEI's UK Asset Management business with IFAs and Wealth Managers.

You will play an integral role in providing pre and post sales support to SEI's UK IFA and Wealth Management clients.

You will help to build on SEI's reputation for enhancing IFA and client experience.

You will be instrumental in managing wealth through estate planning and administration while developing strong relationships with high-net-worth clients.

Location: Cheam, Surrey (office-based with some flexibility) About the Opportunity A forward-thinking wealth management firm is seeking an experienced IFA Administrator to join its support team. This is not a typical administrator role – it combines the traditional responsibilities of financial services administration with the exciting opportunity to utilise artificial intelligence (AI) as part...

Overview Job Title: Wealth Planning Director and Team Manager, Wealth Management Business Group: Schroder & Co. Ltd About Cazenove Capital At Cazenove Capital we look after private individuals, families and charities. We are the wealth management business of the FTSE-listed global investment manager Schroders. We help our clients around the world invest money to meet their goals, fulfil their...

Location: Cheam, Surrey (office-based with some flexibility) About the Opportunity A forward-thinking wealth management firm is seeking an experienced IFA Administrator to join its support team. This is not a typical administrator role – it combines the traditional responsibilities of financial services administration with the exciting opportunity to utilise artificial intelligence (AI) as part...