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7 Open positions

Senior Financial Planning Administrator

Kidlington, United Kingdom

Company: Strategic Vision

Description:

Senior Financial Services Administrator Kidlington | £30,000 - £35,000 Are you looking for an experienced Financial Services Administrator opportunity where you'll genuinely be valued? If you've built your career supporting Financial Advisers and enjoy keeping everything running smoothly behind the scenes, we'd love to hear from you. Strategic Vision Wealth Management is looking for an experienced Senior Financial Services Administrator to join our friendly, values-led independent financial planning firm. We're …

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Trainee Financial Planner

Northleach, Cheltenham, United Kingdom

Company: de Lisle Financial Planning

Description:

Trainee Financial Adviser Northleach, Gloucestershire (Hybrid - 4 days in the office) £40,000 - £50,000 plus bonus | Fully funded Diploma | Genuine career change opportunity Ready for a second career that really means something? We're looking for someone who has already built a successful career in another profession and is now looking for a long-term move into financial planning. You might have worked in banking, recruitment, professional services, been …

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IFA Administrator

Tunbridge Wells, United Kingdom

Company: Hitchell Financial Planning

Description:

IFA Administrator £40,000 | Hybrid | Join a Modern, Client-Focused Financial Planning Firm Location: Tunbridge Wells - Hybrid Are you an experienced IFA Administrator who enjoys working in a modern, well-organised financial planning practice where high standards, excellent client service and efficient processes are genuinely valued? Hitchell Financial Planning is looking to recruit an exceptional IFA Administrator who can bring a wealth of experience from within independent financial advice. This …

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Financial Adviser

Kendal, United Kingdom

Company: Macbeth Scott

Description:

Financial Adviser Location: Kendal, Cumbria Full-time | Permanent Could this be the opportunity that shapes the rest of your career? Macbeth Scott has been helping individuals, families and businesses protect and grow their wealth since the 1980s. Today, the firm manages significant client assets and continues to grow through referrals, reputation, and long-standing relationships. Clients trust Macbeth Scott because advice is built on honesty, integrity, and personal service. We're now …

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Client Service Associate

London, United Kingdom

Company: Tanager Wealth Management LLP

Description:

Client Service Associate £32,000 - £38,000 (total overall package up to £40,000 at the top of the range) Hybrid 3 days office / 2 home (office based during probation) Central London office with excellent facilities The role Are you an experienced IFA Administrator or Wealth Management professional who understands exactly how financial planning works? Experience within Wealth Management or Financial Services is an advantage but not essential. Tanager Wealth Management …

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Recently Qualified Accountant

London, United Kingdom

Company: Edison Wealth Management

Description:

Accountant - part-qualified Edison Wealth Management London £50,000 (flexible for the right person) If you've are part or a recently qualified (ACCA / CIMA) and are starting to think about what you are looking for in your career this could be an excellent next step. Edison Wealth Management is a small, well-established wealth advisory and investment business . We're now looking for someone bright, commercially aware, and hands-on to become …

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Senior IFA Administrator

Coventry, United Kingdom

Company: Ashleigh Court Private Client Wealth Management Limited

Description:

Senior IFA Administrator Ashleigh Court Wealth Management Salary: Circa £30,000-£34,000 Are you the highly experience financial planning administrator we are looking for. We are hiring and we want the best for this role! This is an office-based role working at our lovely, modern office with air-conditioned, free on site parking and shops nearby. If you are unable to get into us 5 days a week, please speak to us and …

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