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...

You will play a key role in supporting financial advisers and paraplanners, ensuring client meetings are prepared and all administrative tasks are completed to a high standard. This position requires strong organisational skills, attention to detail, and a proactive approach.

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...

You will be an integral part of a great team managing the business generated by the Advisers using your administrative expertise.

You will have the opportunity to progress your career, gaining knowledge and skills to help you develop an interesting and meaningful career path.

Title: Wealth Management Administrator (Liverpool)Location: Liverpool, Merseyside, North West, L3 4AF, UKCompany: ADAPTABLE RECRUITMENT LTDWealth Management AdministratorLocation: Liverpool (Hybrid) Hours: Flexible - Full time or minimum 25 hours per week Salary: £26,000 - £28,000 (DOE) Job Type: PermanentAn established and highly regarded wealth management practice based in Liverpool is looking...

Job Title:Financial Planning Administrator / Client Relationship Manager Salary: £28,000£30,000 (DOE) + discretionary bonus Location: Witney, Oxfordshire (Hybrid) About Us Expert Wealth Management is an award-winning, family-orientated firm known for delivering exceptional client service and building long-term relationships. We are now looking for a proactive and organised Financial Planning...

Are you an experienced Administrator with a background in financial services? Are you looking for a role where your organisational skills and client focus can truly make a difference? If so, we have an exciting opportunity for you to join our dynamic Financial Planning Team. We're on the lookout for someone who brings not only strong administrative expertise but also knowledge of financial...

Senior Financial Planning Administrator Full Time, Permanent Negotiable depending on experience - (£35K+) approximately, plus excellent benefits and bonus - contact us to discuss Office based - potential for some flexibility I'm working with a well-established UK wealth management business that's looking for a confident and organised Senior Financial Planning Administrator. If you enjoy being...

You will work alongside our knowledgeable Paraplanners and Financial Planners to manage clients with significant portfolios through the provision of specialised administration and handling complex transactional work.

You will also assume the role as a subject matter expert within the team and support others with their learning.

My client are a well established Financial Planning practice based in North Bristol and are currently looking to recruit a Financial Services Administrator to join their long-standing workforce. The Role: To support the Financial Planners and Paraplanners with day-to-day administrative tasks including: - Processing letters of authority. - Compile enclosures for reports such as illustrations,...

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,...

Are you an experienced Administrator with a background in financial services? Are you looking for a role where your organisational skills and client focus can truly make a difference? If so, we have an exciting opportunity for you to join our dynamic Financial Planning Team. We're on the lookout for someone who brings not only strong administrative expertise but also knowledge of financial...

Wealth Management Administrator Provide high-quality administrative and operational support to Wealth Planners in delivering excellent client outcomes. Work efficiently within established compliance and regulatory frameworks, ensuring processes are followed accurately and consistently. Act as a key point of contact between Wealth Planners, internal teams, and external providers to ensure a...

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...

Wealth Management Admin – Liverpool (Hybrid) Job Type: Full-time or Part-time (min. 25 hours per week) Salary: £26,000 – £28,000 per year Location: Liverpool (Hybrid working available) A well‐established and growing Wealth Management Practice is seeking a motivated Wealth Management Assistant to join its supportive and professional team. This is an excellent opportunity for an experienced...