Posted by Pavilion Recruitment Solutions • £25K/yr to £30K/yr
Job Summary
The Financial Planning Administrator provides administrative support to the financial planning team, helping ensure efficient management of client portfolios and smooth day-to-day operations.
This role involves working closely with Financial Advisors to handle client requests, maintain accurate records, and contribute to delivering high-quality client service.
General
Prepare and maintain client files, ensuring all information is up-to-date and accurately stored.
Posted by Hays Specialist Recruitment Limited • £26K/yr to £29K/yr
You will be working for an organisation in Southampton currently undergoing a period of growth and would like to add a finance administrator to their administration team.
Due to internal progression, an exciting, and newly created opportunity is now available to join their client services team as an IFA Administrator
Our client holds an excellent reputation within the industry and provides Independent Wealth Management advice to both private clients and business owners.
NJR Recruitment is pleased to be representing a highly regarded Wealth Management organisation that is based in the Eastleigh area.
Posted by Pavilion Recruitment Solutions • £70K/yr
Job Summary
We are seeking a motivated and experienced Academy Manager to lead and manage our aspiring adviser program for Trainee Financial Planners.
The Academy Manager will play a pivotal role in developing and executing structured learning pathways, ensuring trainees gain the knowledge, skills, and qualifications necessary to become successful financial planners.