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As a Client Administrator you will be supported to grow personally and professionally, you will have access to a structured training programme offering Training & Competency oversight to excel personal development. As a Client Administrator, your responsibilities will include among others:.

Financial Planning Administrator – Financial Services Location: Knutsford (Hybrid Working Available) Salary: Competitive, dependent on experience - to around £32,000 plus bonus and benefits Job Type: Full-time, Permanent A highly respected and growing, National wealth and investment management firm in Knutsford is seeking a skilled Financial Planning Administrator to join their collaborative and client-focused team. This role is ideal for someone with experience in financial planning administration who is ready to take the next step in their career, into a National firm who operate with the best resources and a high level clientele. About the Role: As a Financial Planning Administrator, you’ll play a key role in supporting Financial Planners to deliver outstanding service to a varied client base. You’ll manage client documentation, liaise with third-party providers, prepare for client meetings, and ensure all administrative processes are accurate and compliant. Key Responsibilities: • Provide administrative support to Financial Planners, • Maintain accurate client records and update internal systems, • Liaise with clients and third-party providers to gather and process information, • Prepare valuations, meeting packs, and documentation, • Assist with new business onboarding, including AML and account setup, • Promote and support use of digital tools with clients, • Identify and report any risks or breaches in line with company policy About You: • 2+ years’ experience in a financial services administrative role, • Excellent organisational and communication skills, • Client-focused and detail-oriented, • Comfortable managing multiple tasks and meeting deadlines, • Proficient in Microsoft Office and back-office systems, • Degree educated preferred, but not essential, • Keen to pursue further qualifications – full study support provided toward the Diploma in Financial Planning Benefits Include: • Private Medical Insurance, • Group Life Assurance (4x salary), • Group Income Protection, • Pension scheme with employer contributions, • Generous holiday allowance with option to purchase additional days, • Fully funded professional development, including exams, memberships, and study materials, • Cycle to Work Scheme & Season Ticket Loan, • Health Cash Plan, Gym Discounts, Will Writing, and more, • Annual discretionary bonus This is a fantastic opportunity to join a forward-thinking firm that values its people and offers clear career progression. If you’re ready to grow your career in a dynamic and supportive environment, apply today with your CV or get in touch to find out more.

Our client is redefining what it means to be a leader in wealth management and financial advice.Since their founding in 2016, they have been on a mission to help individuals across the UK navigate their financial futures with confidence, advising on over £1 billion of pensions and amassing over £

Our client is redefining what it means to be a leader in wealth management and financial advice.Since their founding in 2016, they have been on a mission to help individuals across the UK navigate their financial futures with confidence, advising on over £1 billion of pensions and amassing over £2

Complaints Manager – Wealth Management. Strong operational management experience, ideally within financial services or a regulated industry. A track record of line management and coaching teams for performance and development.

EY's Private Capital Team has a segment which focusses on advising the Wealth and Asset Management sector (with people based in both London, Manchester and Newcastle), and includes specialists who work across multiple alternative asset classes including hedge funds, private equity funds, credit fund

Senior Administrator – Westminster Wealth Management LLP. Trusted to work independently – no micromanagement. Take ownership of adviser diary management and wider team admin.

In order to maintain their position as an innovative and well respected IFA, our client is keen to attract a skilled and experienced Paraplanner to join their wealth management operation. Paraplanner, Wealth Management, Financial Advice, IFA, Pensions, Investments, Financial Services, Private Client

Part-time shifts are from 5:30 AM to 10:30 AM or 5:00 PM to 10:00 PM.At Avery Healthcare, we are all about supporting the people who care for our residents.We know how hard our teams work, and we're here to celebrate and support you every step of the way.When you join us, you'll be making a positive

Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team.This is for the role of Financial Services Administrator supporting a successful Financial Adviser.We are looking for

Maintenance Assistant - Bank - Care Home - Horndean.As a Bank Maintenance Assistant at a Barchester care home, you'll help to create the safe and attractive surroundings that will enable us to give our patients the quality care and support they deserve.It's important that our homes give the right fi

Performativ is reshaping the wealth management ecosystem across Europe, transforming how financial institutions deliver advice, onboard clients, and meet regulatory demands. Europe’s modern wealth platform. Experience in fintech, wealthtech, or regulated domains.

Kitchen Assistant - Care Home - Burwash.As a Kitchen Assistant at a Barchester care home, you'll help to provide the first-class food and hospitality that enable us to give our residents exceptional all-round care and support.A healthy, nutritious diet is vital to ensuring our residents' wellbeing a

Proven experience working in wealth management industry.

Activities Assistant - Bank - Care Home - East Hoathly.As a Bank Activities Coordinator at a Barchester care home, you'll help to create a stimulating environment that enables us to deliver exceptional all-round care and support for our residents.Our ethos is all about celebrating life, so you'll he

Are you an experienced Paraplanner looking to work within a high-quality, client-focused wealth management firm? Our client, a well-established and highly respected financial planning business near Hemel Hempstead, is looking to expand their team with two key hires:Technical Paraplanner - a senior,

Housekeeping Assistant - Care Home - Melbourn.As a Housekeeping Assistant at a Barchester care home, you'll help to create a warm and homely environment that enables us to meet each resident's unique needs.Keeping the home clean and safe is no small task, which is why the role of Housekeeping Assist

Risk & Compliance experience, working within a similar Wealth Management business. Head of Risk & Compliance – Wealth Management Platform. We are retained by a continually evolving wealth management business that seeks a Head of Risk & Compliance to join the business and continue the evolution of

Apply Today and Become Our Delivery Associate! Full-time self-employed driver positions with us delivering packages and great customer experiences! We are specialists in the contract courier industry and we are looking for self-employed Parcel Delivery Drivers to join our team.Easy and fast a

We are looking for a Senior Tax Specialist with substantial experience of working in a Wealth management environment or with Wealth management experts, advising clients on how to structure their Wealth to meet financial, personal and taxation objectives. Significant wealth management industry experi

Children's Residential Team LeaderWhen registering to this job board you will be redirected to the online application form.Please ensure that this is completed in full in order that your application can be reviewed.Are you an experienced and passionate Childrens Residential Team Leader and are you r

Are you looking for a hands-on role in a fast-paced food manufacturing environment? We have an exciting opportunity for.Competitive pay starting at £11.Overtime available at time and a half.Various shifts available to suit your schedule.A seasonal role with potential for temp-to-perm progression.Tr

As a Receptionist at a Barchester care home, you'll provide the warm welcome that helps to make sure every resident and visitor feels at home with us.As the first point of contact for almost everyone who comes to the home, you'll have a vitally important part to play in creating a positive and frien

The firm offers an extensive range of services, including cross-border advisory and planning expertise, institutional-quality investment management, and comprehensive global tax and consolidated portfolio reporting, designed to meet the evolving complexities of wealth and investment management, incl

Data Analyst Course Programme Job Guarantee Included.Do you have the right skills and experience for this role Read on to find out, and make your application.Complete online training designed to take you from zero experience to your first data analyst role.Study part-time, build fundamental skills,

We're working with a large, privately owned, and fast-growing wealth management firm that’s has built a model that allows you to concentrate on client acquisition, without being weighed down by the operational headaches of running your own practice or servicing a legacy book. An IFA or Wealth Mana

Are you a passionate and caring individual looking for a rewarding career with excellent training and opportunities for development? Join Care UK, a multi award winning care provider as a Care Team Leader.Apply promptly! A high volume of applicants is expected for the role as detailed below, do not

Bachelor’s degree and 1-3 years of experience within a risk management context and a solid understanding of the Asset & Wealth Management franchise. Develop an in-depth knowledge of the risk and control profile across Asset & Wealth Management. Asset & Wealth Management – Control Office – Moni

Self-employed Core Delivery Driver.As one of our Self-Employed Core Delivery Drivers you'll enjoy freedom, flexibility and better financial rewards, plus all the support and benefits of being part of our wider Yodel team.You don't need any experience, and the more you deliver, the more you earn.Comp

Direct message the job poster from Castlegate Financial Management. Supporting the growth of Castlegate Financial Management and the wider Duncan & Toplis Group. Advise management of changes in respect of regulatory issues and any other related issues.

Our client is hiring a Data Analyst to join a fast-paced finance team within a leading organisation.This role is ideal for a second-jobber with strong technical skills and a commercial mindset, looking to deepen their experience in a finance-focused data environment.All the relevant skills, qualific

Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team.This is for the role of Financial Services Administrator supporting a successful Financial Adviser.We are looking for

Qualifications, skills, and all relevant experience needed for this role can be found in the full description below.Hours: 8am -8pm on a rolling rota of 3 shift on 3 shifts off.Choose to live life in Colour by working at Borough Care where we believe that everyone should be encouraged and supported

Bachelor’s degree and 1-3 years of experience within a risk management context and a solid understanding of the Asset & Wealth Management franchise. Asset & Wealth Management - Control Office - Analyst - Birmingham. The Asset & Wealth Management Control Office is a recently established group in th

Do you have the following skills, experience and drive to succeed in this role Find out below.Hours: 8am -8pm on a rolling rota of 3 shift on 3 shifts off at Meadway Court.Choose to live life in Colour by working at Borough Care where we believe that everyone should be encouraged and supported to li

Our client is a successful and established Financial Advice firm based in Sussex, currently seeking an experienced Financial Services Administrator to join their team.This role involves supporting a successful Financial Adviser and requires prior IFA Administrator experience.The client offers a base

Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered.To help those we care for to live the most rewarding, engaging and fulfilling lifestyle that they are able to whilst meeting their needs in terms of the Mind, Body and Soul.To support the pla

An established and highly respected independent wealth management business is on the lookout for an exceptional. A track record of line management and coaching teams for performance and development. Strong operational management experience, ideally within financial services or a regulated industry.

Data Analyst Course Programme Job Guarantee Included.Do you have the right skills and experience for this role Read on to find out, and make your application.Complete online training designed to take you from zero experience to your first data analyst role.Study part-time, build fundamental skills,

Sign in to set job alerts for “Wealth Management Associate” roles. Trainee Wealth Management Opportunity - Mauritius. Trainee Wealth Associate - Portugal Based.

Are you a passionate and caring individual looking for a rewarding career with excellent training and opportunities for development? Join Care UK, a multi award winning care provider as a Care Team Leader.Apply promptly! A high volume of applicants is expected for the role as detailed below, do not

Join Our Clients Vibrant Wealth Management Team!. Are you a proactive, detail-oriented professional with a passion for financial services? We're looking for a Wealth Administrator to support our clients Financial Advisers in delivering top-notch client service. Wealth Administrator Opportunity - Gla

Are you an experienced Team Leader with a background in facilities or compliance management? Do you thrive in a fast-paced environment where attention to detail and process improvement are key? If so, this is a fantastic opportunity to take your career to the next level!.

Recruitment Consultant at deVere Group for Europe, Africa & Latin America.Vere Investment Ltd is one of the largest private investment banking companies in Mauritius, offering a unique opportunity for ambitious individuals to launch their careers in international finance.We are selecting a small gro

New opportunities available!!! Immediate start!!! Start earning now!!!.No CV or delivery experience needed!!!.DTT DELIVERIES LTD have exciting opportunities with a number of industry leading clients in the online retail sector delivering parcels from our Leicester depot.What our delivery drivers c

Lubbock Fine Wealth Management. Lubbock Fine Wealth Management is a thriving financial services business providing Independent financial advice to private clients and businesses. Through our holistic financial planning process, we help our clients to preserve their wealth for the future.

Team Leader (Northwest London).Want to apply Read all the information about this position below, then hit the apply button.Are you passionate about supporting people in their recovery journey and leading a team that makes a real impact in the community? Were looking for a Team Leader to join our Dep

ServiceNow is seeking an Advisory Presales Solution Consultant to provide technical sales partnership and guidance to customers in the Wealth & Asset Management sector. Experience in Wealth & Asset Management, Banking, or Financial Services is a plus. Territory management skills, including pipeline