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7 Open positions

Administrator/Director Support

Guildford, United Kingdom

Company: Estate Financial Planning

£ 35,000.00 - 35,000.00

Description:

Administrator / Director Support Salary: £35,000 FTE Hours: 3 days per week (hours to be agreed) Location: Office-based, Guildford area (Surrey) Benefits: Private Medical Insurance, Income Protection, family-friendly flexible working culture, discretionary bonus scheme. Are you the highly organised, proactive, and capable administrator we're looking for? Do you have experience in admin, PA, EA, or office support and pride yourself on keeping things running smoothly? If so, this part-time role …

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Paraplanner - remote

Newport, Wales, United Kingdom

Company: Vital Financial Planning

Description:

Paraplanner Remote Newport, South Wales £45,000-55,000 Are you an experienced Paraplanner looking to do meaningful work with the freedom and trust you deserve? Vital Financial Planning is a small, growing financial planning firm - not a sales shop. We're looking for an experienced Paraplanner to join us. Whilst you'll be based remotely, we would like you to come into the office from time to time for collaboration, client meetings and …

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Client Administrator

London, United Kingdom

Company: Arkenstone Wealth Management

£ 28,000.00 - 30,000.00

Description:

Client Administrator - Financial Services Wimbledon, £28,000 £30,000 Are you an experienced financial planning administrator seeking your next move? Are you looking for a career change and the chance to join a growing wealth management firm where you can learn new skills. Arkenstone Wealth Management, a well-established Independent Financial Adviser (IFA) practice based in Wimbledon Village, is looking for an experienced and proactive Client Administrator to join our friendly, professional …

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Operations Coordinator

Bagshot, United Kingdom

Company: HC Wealth Management

£ 15,000.00 - 18,000.00

Description:

Operations Coordinator part-time 2 days per week (14 hours) Location: Bagshot, Surrey Salary: £15-18,000 per annum Job Type: Full-time, Permanent Are you organised and proactive? Do you enjoy variety in your work and being at the heart of making things run smoothly? If so, this Operations Coordinator role could be the perfect next step for you. Why join us? This is a fantastic opportunity to join an established financial planning …

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Operations Manager

Worcester, United Kingdom

Company: Britannic Place

Description:

Operations Manager £42,000- £50,000 Worcester Can you help shape the future of a Top Rated Financial Planning firm? Are you highly organised, detail-oriented and can you lead, support, and develop a small team? Whats in it for you? The chance to make a real impact in a respected, small firm where your ideas are valued. A supportive team culture built around our core values. Competitive salary (£42,000-£50,000 DOE). Car parking …

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Trainee Financial Planner

Glasgow, United Kingdom

Company: Spectrum Wealth

Description:

Job Title: Trainee Financial Planner Location: Glasgow Salary: £40-45,000 Are you a Level 4 qualified paraplanner , mortgage adviser , or bank adviser ready to become an Independent Financial Planner ? If you're passionate about client service and want to build long-term relationships, not just chase sales targets, this could be your perfect next step. About Spectrum Wealth Group We're a modern, client-focused financial planning firm based in Glasgow. As …

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Financial Planner

Solihull, United Kingdom

Company: Lucent Financial Planning

Description:

Financial Planner £65,000 - £95,000 Solihull Elevate your career with Lucent Financial Planning where expertise meets energy, and every day is an opportunity to make a real difference for clients you'll genuinely enjoy working with! Why You'll Love Lucent We're more than colleagues - were like family. Think client socials, educational workshops, weekday walks and Summer BBQs. Flexible working that respects life outside the office. School run? Sports practice? No …

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