wealth planning administrator jobs in Greater London

Job Description Your new company An exceptional opportunity has arisen for an experienced Financial Adviser / Chartered Financial Planner with a solid track record in management to step into a key role within a well-established accountancy practice. The company has ambitious plans for growth and is looking to invest significantly by appointing a Head of Financial Planning to expand the firm's...

You will have a demonstrable track record of building and growing a team of advisers, excellent leadership skills, experience of working within compliance oversight, the drive and ambition to take on a role which will be focused on continued growth, whilst also being prepared to be hands-on in advising an existing client portfolio in the short-term whilst building your advisory team.

You will be responsible for the leadership, coaching, development and T&C of a team of 8-10 Wealth Planners/Senior Wealth Planners in London. As a member of the senior leadership team you will play a pivotal role the development of this new, progressive, tech-enabled, proposition.

Job Description Up to £35,000 (pro rata), Benefits Are you an experienced IFA Administrator looking for a flexible part-time opportunity? We are working with a well-regarded financial planning firm in London who are looking to expand their support team with a professional and proactive administrator. This is a great opportunity for a detail-focused individual seeking work-life balance within a...

You will be able to manage multiple tasks and demonstrate in depth understanding of products and processes.

You will be highly IT literate with experience of Financial Services systems and Platforms.

You must have excellent written and verbal communication skills and be able to work using your own initiative.

You must have experience working in a financial planning administrator role and ideally have experience of IO / platforms and an understanding of model portfolios and DFM's alongside excellent communication and team working skills. Basic salary to £35,000 benefits

Job Description Associate / Senior Associate – Private Wealth (Trusts) Location: Relocation to the Cayman Islands Firm: Leading Offshore Law Firm About the Firm Our client is a top-tier offshore law firm with a strong global presence, known for advising high-net-worth individuals, trustees, financial institutions, and family offices on complex private wealth and fiduciary matters. The Cayman...

You will also support Human Capital activities and projects related to organisationals international offices. Key Responsibilities: - Policy & Procedures: Develop, implement and/or improve HC policies, procedures and processes covering all areas to ensure that all relevant organisations and legislative policy/procedural requirements are fulfilled.

You will also support Human Capital activities and projects related to organisationals international offices. Key Responsibilities: - Policy & Procedures: Develop, implement and/or improve HC policies, procedures and processes covering all areas to ensure that all relevant organisations and legislative policy/procedural requirements are fulfilled.

You will work closely with partners and senior lawyers advising on matters including: - UK tax planning for UK and non-UK domiciled individuals (including remittance basis and domicile reviews) - Establishment, restructuring, and administration of UK and offshore trusts, companies, and foundations

Job Description One of the most prestigious and highly respected names in the wealth management industry are seeking a Wealth Planner to their London team.Managing existing client relationships, and working closely with colleagues in Portfolio Management, the role will involve providing complex wealth planning solutions typically across retirement planning, estate planning and tax structuring...

Your new company An exceptional opportunity has arisen for an experienced Financial Adviser / Chartered Financial Planner with a solid track record in management to step into a key role within a well-established accountancy practice. The company has ambitious plans for growth and is looking to invest significantly by appointing a Head of Financial Planning to expand the firm's wealth planning...

Job Description Are you an experienced IFA Administrator looking to elevate your career in a dynamic, client-centric environment? Join a prestigious boutique IFA firm in the heart of The City, renowned for delivering bespoke financial solutions to Ultra High Net Worth (UHNW) professionals. About the Firm This is a rare opportunity to become part of a close-knit, collaborative team that truly...

You will also support Human Capital activities and projects related to organisationals international offices. Key Responsibilities: - Policy & Procedures: Develop, implement and/or improve HC policies, procedures and processes covering all areas to ensure that all relevant organisations and legislative policy/procedural requirements are fulfilled.

You will be able to manage new business processing and be highly IT literate.

You must have excellent written and verbal communication skills and be able to work using your own initiative.

You must be able to work alone and as part of a team and be able to use your skills and initiative to manage a varied workload.

Job Description Associate / Senior Associate – Private Wealth (Trusts) Location: Relocation to the Cayman Islands Firm: Leading Offshore Law Firm About the Firm Our client is a top-tier offshore law firm with a strong global presence, known for advising high-net-worth individuals, trustees, financial institutions, and family offices on complex private wealth and fiduciary matters. The Cayman...

Job Description +Study Support + Excellent Benefits, Supportive culture &Career Growth Join an award-winning financial planning firm near Harpenden as an IFA Administrator. This is a fantastic opportunity for a motivated, detail-oriented professional to thrive in a friendly, supportive, and high-performing team. You’ll play a key role in ensuring the smooth running of client processes — from...

You will manage internal referrals as well as establishing new client connections.

You will establish connections with external introducers and be responsible for growing the wealth management operation in the area.

You will receive full technical, administrative, paraplanning, compliance and business development support in order for you to succeed in the role.

Job Description We are working with , a respected London-based Independent Financial Adviser, who are seeking an IFA Administrator to join their centralised administration team. This is a fantastic opportunity for an organised, detail-driven individual looking to progress their career in financial services. The Role You’ll provide high-quality admin support to advisers and clients, ensuring...

You will report into an Team Leader/Manager, and you will work in a team of 4 other administrators.

You will be fully office based to begin with then you can WFH 2 days per week. If you are sitting any exams towards your level 4 diploma, then my client will support you with your studies.