338 wealth management administrator jobs found

Wealth Management Administrator Derbyshire – DE7 (Our Ref AL1266) – hybrid (3 days office/2 days home, open to negotiation) Salary £25,000 - £28,000 depending on experience + benefits My client is part of an award-winning Wealth Management organisation and they now have a fabulous opportunity for an individual with experience of financial services / wealth management to join their friendly team, conveniently placed between Nottingham and Derby (DE7). The purpose of the role is to provide administrative support to the Practice Manager, a Paraplanner and to 2 Financial Advisers. Key duties and responsibilities: * Provide high level technical and administrative support to 2 Financial Advisers, a Paraplanner and the Practice Manager; * Deal effectively with queries from clients and other parties through effective communication; * Prepare files including compliance required documentation; research; illustrations and supporting documentation; *...

Role overview We are recruiting for a full time Client Services Support to support one Financial Adviser / Partner within a very successful Principal Partner Practice of St. James’s Place Wealth Management, based in Moorgate, London. The role will be an integral part of the team, supporting the Partner (Financial Advisers) at an operational level with a mix of PA support work, client servicing, business processing and general administration. It would be particularly suited to an individual seeking a long-term senior client servicing / administrative career. The successful candidate will ideally have previous experience of working either in a support role for financial adviser, or within financial services or pension environment in general or within a legal environment within an administrative capacity, however, this is not essential. The role is full time and based in the Moorgate office 3 days a week, with the option of one / two days working from home. During the initial...

We are recruiting for a Graduate level Wealth Management Administrator to join an established Principal Practice of St. James’s Place Wealth Management based in Moorgate, London supporting one Financial Adviser / Partner. This role is provided on a self-employed basis with guaranteed earnings. Role Overview You will be working with one Partner / Financial Adviser assisting them to deliver a first class professional client service level within an administrative capacity. The position requires strong attention to detail and accuracy due to the complex nature of the services we offer to our clients. A good understanding of Financial Services, or the desire to learn and build a career in Wealth Management, will be a major benefit to the successful applicant. Following initial training, the successful applicant will be the main liaison between the client and the Adviser, ensuring all meetings are prepared for, delivered and any agreed actions are followed up in a timely and...

Join Our Team as a Client Services Administrator in Edinburgh! Are you passionate about delivering exceptional service in the world of wealth management? We're seeking a dedicated Client Services Administrator to join our clients dynamic team based in Edinburgh. This is an opportunity to contribute your skills and expertise in a hybrid work environment, offering the flexibility of 2-3 days per week in the office. Key Responsibilities: Engage with clients professionally, handling inquiries and providing outstanding service to ensure client satisfaction. Collaborate with the wealth management team to support client portfolios and administrative tasks. Utilise your knowledge of financial services to assist in various operational aspects, ensuring compliance and efficiency. Requirements: Experience within wealth management or financial services is preferred. Alternatively, a degree in finance is highly valued. Strong organisational skills and attention to detail, crucial for...

We are currently recruiting for a Junior Paraplanner to join an organisation that has seen rapid growth over the past 5 years and who are now looking to add new talent to their team. The successful candidate will report into the Senior Paraplanner and will work accurately and efficiently to support the Financial Planning team to enable the achievement of targets and business growth. This will be a busy and varied position and there will be opportunities for progressions as the company grows. Applications are welcome from Wealth Management Administrators who may already be completing aspects of the paraplanner role. Salary: £25,000 - £35,000 dependent on experience Bonus scheme 20 days annual leave + 8 bank holidays Study support for CII Diploma in financial planning Pension Flexitime working On-site parking Please note that this is an office-based role. Duties and responsibilities: Identifying and obtaining necessary client information to prepare required...

Lloyd Recruitment Services are delighted to be recruiting for a well established and highly reputed Independent Financial Adviser that seeks an experienced Senior Administrator to join their small but friendly team. Supporting an adviser, the main duties will include: Provide comprehensive administrative support to financial planners and advisers Build relationships with a variety of stakeholders Maintain CRM systems, updating information regularly and adhering to all policies Preparation of ad-hoc client meeting packs and valuations Manage client documentation and data, ensuring accuracy and compliance with regulatory requirements Onboard new clients, following the firm's onboarding and account maintenance processes Prepare and process client applications, transactions, and paperwork accurately Coordinate and schedule client appointments, meetings, and annual reviews Prepare client annual review packs in accordance with the firm's processes and procedures Liaise with...

Our Client is a well established Douglas-based organisation that offers a comprehensive suite of accountancy and wealth management services to enable clients to grow, manage and preserve all facets of their financial affairs through cross-border resources and expertise-led solutions. As they undergo a growth phase, they are seeking a Business Control Administrator. Role Profile As a Business Control Administrator, you will provide administration assistance and dedicated support to the Business Control Team. Duties will include: * Assisting the team with the new client onboarding process, client closure requests and the trigger event process * Preparing periodic file reviews and risk assessments for existing clients * Deal with client due diligence on a risk-based approach * Review and matching potential screening hits * Assisting with collation of information for external banking reviews * Liaise directly with clients and the compliance team * Assist with the...

Job Title: Financial Planning Administrator Boston, UK Competitive salary dependent on experience Compensation and Benefits: * Enhanced Pension: We offer an employer contribution of 5%. * Holidays: You will start with 20 days of holiday, increasing to 25 after 3 years of service. * Study/Exam Support: Full support for your professional development, covering CII fees and offering exam days off. * On-Site Parking: Convenient on-site parking facilities for all team members.. * Team days out / social events, such as regular attendance at the local races! A well-established financial advisory firm is seeking experienced Financial Planning Administrators to join the team. As a key player in the financial planning industry, the business is dedicated to providing exceptional service to their clients and are looking for individuals who share their commitment. Key Responsibilities: As a Financial Planning Administrator, your primary responsibilities will include: *...

Our Client is a well established Douglas-based organisation that offers a comprehensive suite of accountancy and wealth management services to enable clients to grow, manage and preserve all facets of their financial affairs through cross-border resources and expertise-led solutions. As they undergo a growth phase, they are seeking a Senior Business Control Administrator. Role Profile As a Senior Business Control Administrator, you will provide administration assistance and dedicated support to the Business Control Team. Duties will include: * Assisting the team with the new client onboarding process * Prepare periodic file reviews and risk assessments for existing clients * Assist the team with the trigger event process * Deal with client due diligence on a risk-based approach * Reviewing and matching potential screening hits * Assist the team with client closure requests * Assist with collation of information for external banking reviews * Liaise directly...

Financial Planning Administrator , Wealth Management , IFA The Client A highly successful and expanding Wealth Management firm, widely recognised with an excellent reputation based in London. The Role The Financial Planning Administrator is a great opportunity to join a successful Wealth Planning team. There will also be opportunity for Financial Planning exams to be supported in time should the candidate be interested in pursuing the RO exams. The Financial Planning Administrator role will provide a high level of administrative support to Wealth Management teams, including Wealth Planners and Paraplanners. The Financial Planning Administrator will be responsible for Client Data Input and Client Record Maintenance, and will maintain the Intelligent Office database to include fund updates. The Financial Planning Administrator will issue and follow up information requests to pension providers and Life and Investment companies. The Financial Planning Administrator will be the...

Job Title: Financial Planning Administrator Location: Sutton Coldfield, West Midlands Salary: £25,000 - £30,000 dependent on experience plus an impressive benefits package Benefits * Death in Service, Income Protection and Private Medical Insurance after six months services. * 21 days holiday plus days between Christmas and New Year * Free on site car parking * Social events throughout the year The Company: A well-respected and long-standing Independent Financial Planning firm is seeking an experienced Administrator to join their small, close-knit team. This firm provides comprehensive advice across all aspects of personal finance, including Pensions, Investments, Protection, and Inheritance Tax. They take pride in their collective knowledge and unwavering commitment to delivering exceptional customer service. The Role: This exciting position is centred around providing vital support to the financial advisers, enabling them to deliver a first-class...

Recruit Wealth are delighted to be representing and recruiting for one of our very best Financial Planning clients in Hertfordshire for a Practice Supervisor to work closely with the Head of Operations. This newly created opportunity will see you manage the client services/administration team and support the day to day running of the offices whilst working closely with the senior management team. The role and responsibilities are detailed below: Supervisory: Subject expert for all administration queries Assisting staff with ad-hoc questions Assisting with client work when necessary Produce various monthly reports for leadership team Ensure pipeline is monitored and chased via the admin team Monitor work produced by admin team and feedback where necessary Collaborate with financial planners to provide seamless client support Drive continuous improvement initiatives within the team and implement efficient administrative processes. Be the main point of contact for key providers and...

Location: Sutton Coldfield Benefits: 4xDIS, 25 days + bank holidays, hybrid working, onsite parking A reputable wealth management business are seeking a dedicated and detail-oriented IFA Administrator to join the dynamic team as a Client Services Associate. You will play an integral role in ensuring exceptional client service and administrative support. Key Responsibilities include: * Offer administrative support to a dedicated pod within the firm, working closely with all pod members to ensure smooth operations and efficient and exceptional client service. * Process new business applications, documentation, and the first stage of trading, ensuring accuracy and adherence to regulatory requirements. * Assist with client onboarding and provider/wrapper opening procedures, ensuring a seamless and positive client experience. * Coordinate client meetings and appointments, including scheduling, preparing meeting materials, and organising necessary resources. Experience...

Job Title: Financial Planning Administrator Location: Leicester (LE2) Are you a diligent and highly organised professional seeking a rewarding career in the financial planning industry? If so, an exciting opportunity awaits you at an established wealth management firm in Leicester. We are looking for a Financial Planning Administrator to join the team and provide essential administrative support. Situated in a charming retail area on a pleasant road with estate agents, surveyors, and accountants as neighbours, the office is conveniently accessible via a bus route that connects both Leicester and Market Harborough. There is nearby parking for your convenience and they operate from a shop-front office, making it easy for walk-in clients to access services. Position Details: * Full-Time Role: This is a full-time office-based position, with a salary of £25,000. Additional Incentives: * £500 salary increase for every relevant professional qualification (RO exam)...

We are working with a prominent financial advisory firm, renowned for delivering expert financial solutions. They are seeking an IFA Administrator to join their expanding Chelmsford office. Working Arrangements: * Hybrid position (2 days at home, mandatory office presence on Mondays) Benefits: * 30 days holiday + Bank Holidays. * Wellbeing day, birthday off, and volunteering day. * Matched pension contribution up to 5%. * Death in Service (DIS) x4. * Private Medical Insurance (PMI) after probation (6 months). * Exam fees covered. * Onsite parking available As an IFA Administrator at your responsibilities will include: * Processing new business, transactions, fund switches, withdrawals, income, and managing death cases. * Utilising various platforms for efficient administrative tasks. * Playing a crucial role in a dynamic and busy administrative environment. Requirements: To be successful in this role: * Ideally 2 years' experience in IFA...

Job Title: Independent Financial Advisor (IFA) Administrator Key Benefits: * Work-Life Balance: Flexibility for one day working from home once established and flexibility with school runs etc. * Exam Support: Support for professional exams, including coverage for the first sitting. * Employee Benefits: Private medical insurance and 32 days of annual leave, including bank holidays. Introduction of a buy/sell scheme for additional flexibility. * Onsite Parking: Available for all employees in our unique office location * Company Culture: We pride ourselves on our unique and supportive culture, promoting internal growth and career development. Job Overview: We are currently seeking dynamic and motivated individuals to join our team as IFA Administrators. The successful candidates will play a crucial role in supporting our Independent Financial Advisors and contributing to the overall success of our organisation. We are open to considering candidates with or without...

Administrator £22k - £24k Fixed Term Contract, Full time Liverpool (hybrid-working) Administrator required to join a dynamic and high-calibre organisation with endless opportunities. My client is looking for an individual looking to make the next step in their career with a leading Wealth and Investment Management organisation. Key responsibilities of the Administrator: Responsibility for the accurate input of market/manual contracts, making any necessary amendments when required. Ensuring broker confirmations are checked for Overseas transactions Ensuring client contracts are dispatched in an accurate and timely manner Resolving any unmatched settlement instructions Addressing any queries that may arise with relevant Fund Managers and/or Assistants in a timely manner Balance the Contract nominals on a daily basis Run the negative holdings report on a daily basis Instruct trades to correct any dealing errors generated by Investment Managers, Dealers and Operations...

Location: Meriden, Coventry Salary: £25,000 - £30,000 Duration: Full time, Permanent, Flexible, Hybrid, Part time We are working with a well renowned financial planning firm who are looking for a new Financial Planning Administrator to join their busy Meriden office and assist in providing a highly personalised financial planning and investment management service. The role can offer a competitive salary, flexible and home working as well as opportunity to take exams and continue in your career development. Financial Planning Administrator Key Responsibilities * Processing new business: investments, pensions * Liaising with third party providers * Administrative Support: Provide comprehensive administrative support to the financial advisors * Client Servicing: Respond to client inquiries, address general service requests, and provide information on account balances, transactions, and administrative procedures. * Document Preparation: Prepare and review...

Client Servicing Administrator Location: West Bridgford, NG2 Salary: Up to £28k (depending on experience) with excellent benefits and profit-sharing bonus Working as part of the team at an Appointed Representative of St. James’s Place Plc. An excellent opportunity has arisen for a professional Client Servicing Administrator to work within our existing team. You will be part of a fast-paced team managing the work generated by the Partner and offering support as required. This business is well established and highly successful. You will be employed by the Practice. The Role: Client Servicing Administrator * You will be providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice * You will be a point of contact for clients and third parties dealing with general enquiries * Deal with a wide variety of administrative tasks and office management tasks supporting clients and the...

IFA Administrator £22,000 - £26,000 + Training + Progression + Supported Study + Company Benefits Manchester Do you have a background working within wealth management and are looking to take the next step into a Client Review role within one of the top wealth management firms in the Northwest who will provide you with ample training and study support to assist in the rapid progression of your career? On offer is the exciting opportunity to join a rapidly expanding yet tight knit Chartered Financial planners and wealth managers who are known for providing a premium service to a range of clients. On a daily basis you will be responsible for producing and sending annual review packs for clients. You will be required to upload client data and perform administrative duties to maintain back-office systems. This is an office based position. This role would suit someone with an understanding of pensions looking to advance your career into a Technical Advisor Support role...