wealth planning administrator jobs in United Kingdom

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 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...

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...

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...

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...

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,...

Title: Financial Planning Administrator (Bristol)Location: Bristol, Avon, South West, UKCompany: Cavendish MaineMy client are a well-established financial planning firm on the outskirts of Bristol that are looking to recruit an IFA Administrator to join their long-standing, friendly workforce.This is an office-based role that will involve providing administrative support to the Financial Advisors...

Plan Administration - Manager, Executive Compensation Services Location: United Kingdom (remote) Department: Executive Compensation Services (ECS) Vacancy Type: Permanent, remote Hours: Full time, 37.5 hours per week About the role: We're hiring a Manager within our ECS plan administration team. ECS provides bespoke solutions for employee incentive plans, including share schemes, fund deferrals,...

You will also have:Essential Knowledge- An understanding of the planning process and how local government operates. - A willingness to learn the legislation and regulations related to Section 106 and CIL. - Advance Excel SkillsSkills & Abilities- Strong written and verbal communication skills.

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...

A leading wealth management firm seeks a full-time Client Liaison Administrator in Glasgow. In this role, you'll support Advisors by managing diaries and queries, process sales-related paperwork, and ensure compliance with company standards. Ideal candidates will have experience in customer relationship management and an interest in financial planning. The firm offers a supportive work...

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...

You will be responsible for supporting Directors and Advisors, processing new business applications, managing compliance with AML regulations, and enhancing client interactions. The ideal candidate has over 5 years of experience in IFA Administration, with knowledge of investments, pensions, and personal tax.

A financial advisory service provider in Ipswich is seeking an experienced IFA Administrator or Wealth Planning Administrator to join its growing team. This role involves providing administrative support to Financial Planners, liaising with insurers for quotations, and maintaining client records. Ideal candidates should have experience in financial services and possess strong technical knowledge...

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...

Job Description 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...

A leading UK financial planning firm is seeking an IFA Client Administrator to support Financial Planners with comprehensive administrative tasks. The role offers a hybrid working model, starting with office-based probation. Responsibilities include providing end-to-end support, managing client documentation, and building strong client relationships. The firm promotes professional development...

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...