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Cameron James
Wirral
Our clients are a highly regarding firm of Wealth Planners based in modern offices who work across the Northwest and beyond, providing clear, bespoke and impartial financial planning. Due to progression require an addition Senior Wealth Planning Administrator to join a team of 12 Financial Advisors and approx. 15 other back-office personnel which c
Job Source: Cameron JamesEventus Legal
Ewloe
Eventus Recruitment Cheshire are seeking a Financial Planning Administrator to join a and fast-paced team near Chester, Cheshire. Working in the Client Support team, reporting to the Client Support Manager, you will be liaising closely with the team of IFA’s and Wealth Managers. You will provide support to ensure that clients and colleagues receive
Job Source: Eventus LegalThe Eventus Recruitment Group
Deeside
Eventus Recruitment Cheshire are seeking a Financial Planning Administrator to join a and fast-paced team near Chester, Cheshire. Working in the Client Support team, reporting to the Client Support Manager, you will be liaising closely with the team of IFA’s and Wealth Managers. You will provide support to ensure that clients and colleagues rec
Job Source: The Eventus Recruitment GroupMitchell Hall Consulting
Liverpool
Wealth Planning Practice - IFA Administrator role My client is an IFA Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their Liverpool office. You'll be supporting the Financial Planners & Parap
Job Source: Mitchell Hall ConsultingFinancial Divisions
Liverpool
Financial Administrator - Wealth Management Firm - Liverpool - Basic salary £28k - £35k - Full study support My client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protection
Job Source: Financial DivisionsArtemis Recruitment Consultants Ltd
St. Asaph
Our client is looking for a Client Administrator Team Leader to join their team. You will be line-managing a team of Wealth Client Administrators in a way that supports delivery of service excellence at all times. As the Team Leader, providing crucial support to our Financial Planners, ensuring they and their clients receive outstanding service. Y
Job Source: Artemis Recruitment Consultants LtdFinancial Divisions
Liverpool
Are you an experienced Financial Administrator looking for an opportunity to join a successful and expanding wealth management firm? Our client, an independent financial advice business with a strong reputation for providing high-quality advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and Protections, is
Job Source: Financial DivisionsSellick Partnership
Liverpool
Unit Settlements Technical Administrator £24k - £26k Permanent, Full time Greater Manchester (hybrid-working) Unit Settlements Technical 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
Job Source: Sellick PartnershipDeeside
Our client a firm of independent Chartered Financial Advisers with offices in Chester and Ewloe who are looking for an experience IFA Administrator.
Receiving instructions during debriefings from advisers following client meetings.
Interpreting data obtained by advisers during client meetings.
Analysing data and using research tools to provide solutions to meet client needs and objectives.
Providing records to support research undertaken.
Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via suitability letters, client specific illustration and key features document.
Carrying out all tasks in a manner consistent with compliance procedures.
Preparation of existing client files ready for reviews.
Ensuring all client files are compliant on an ongoing basis.
All business-related administrative duties
These duties are not to be regarded as exhaustive and you may be required to perform such other and / or additional duties within your skill and competence as the company may require.
Salary dependant on experience, excellent Benefits.
Please apply on-line or contact Cameron James for further information
Wealth Planning Administrator jobs in Deeside
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