Financial Advisor Assistant jobs

A well-established and highly regarded Financial Planning firm is seeking a professional, organised, and proactive Assistant to support the Director/Financial Advisor. This is an excellent opportunity for an experienced PA or administrator looking to join a collaborative and client-focused......

As an Assistant Financial Planner, you will work closely with a Senior Financial Planner/ Business Owner, supporting them in day-to-day client interactions, technical tasks, production of meeting notes and coordination with client support teams....

As an Assistant Financial Planner, you will work closely with a Senior Financial Planner/ Business Owner, supporting them in day-to-day client interactions, technical tasks, production of meeting notes and coordination with client support teams....

My client is looking for an experienced Financial Planner Assistant to join their established Financial Planning team; this is an excellent opportunity to join a well-established team of wealth management and retirement provision, professionals; this role has arisen out of company......

Financial Consultant Benefits • Salary £28,840 rising to £32,960 once competent, with further progression up to £41,200 • Uncapped earning potential with realistic first year OTE of around £45,000 • Fully home based Financial Consultant...

Wealth Administrator / Junior Financial Planning Consultant Hove / Brighton Area Competitive Salary + Career Progression Full Time | Office Based A growing and client-focused financial planning business is looking to recruit a Wealth Administrator with ambitions to progress...

Brook Street Recruitment is partnering with one of our Wealth Management clients to recruit a qualified Financial Adviser for their growing Belfast team. This employed adviser opportunity is ideal for an experienced, client-focused professional who is Level 4 Diploma qualified...

Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client. Applicants must have worked for a Financial Services company, They are not interested in speaking to people from banking etc. Only those with direct experience will be considered Responsibilities...

IFA Administrator/Paraplanner (IFA Firm) Manchester £45,000 to £55,000 + Training + Progression + 8% Pension + Supported Study + Company Benefits + Bonus Are you an IFA Administrator/Paraplanner, looking to join a supportive...

Tracking application progress and following up where needed Ensuring all work is completed in line with FCA and compliance standards General office administration including post, scanning, filing and record keeping Providing consistent administrative support to the Financial Planner...

Due to an internal promotion and growth my client, an established and highly regarded Chartered Financial Planning practice, currently seek an experience Financial Planning Administrator to support a talented Financial Planner on a one to one basis who primarily operates in the HNW field....

The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team....

Administrator to join their team....

This role provides an excellent opportunity to build a long-term career within financial services, offering exposure to all aspects of client servicing and financial planning administration within a highly recognised and awarded IFA firm. Working closely with experienced advisers and support teams...

My client is a Chartered Financial Planner and has an exciting new opportunity for an experienced IFA Administrator....

Brook Street Recruitment is working on behalf of our financial services client who are currently looking to recruit a professional and highly organised Financial Services Administrator to join their growing Wealth Management team....

Financial Advisor Leicester Based Salary: Up to £60,000 DOE Permanent, Full-Time, Hybrid Working Are you an experienced Financial Advisor looking for your next opportunity within a supportive and growing organisation? Regional Recruitment are recruiting for a Financial...

Immediate access to an allocated client bank from acquisitions • Additional bonuses on initial fees and self generated clients • Clear pathway to six figure earnings • Strong operational, paraplanning and client service support Experienced Financial Advisor...

You'll be joining a business that already works with a dedicated adviser, paraplanner and administrator model, so it's a natural step for someone who understands the advice process and wants a supported route into advising....

Financial Advisor Location: Shropshire Contract: Permanent Salary: £70,000 – £80,000 per annum + bonuses Start Date: Flexible Hybrid Working Contact: (url removed) Job Description Service Care Solutions are recruiting for a Financial...