Are you a pension administrator or do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered wealth planning?
For this role - Any transferable skills from working within pensions or any other area of financial services such as protection/mortgages/investments/banking etc would be desirable.
Full training can be provided and so this is a fantastic opportunity for anyone looking to transition their skills across to a wealth planning environment.
We are recruiting for one of our partnership business who are looking for a Financial Advice Administrator to join their offices based in Leamington Spa.
This is a well-established family run business that has a caring and friendly approach to both their clients and staff.
The small but strong team works in unison with our personalities as well our individual skills.
Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Warwick, these are newly created roles to boost additional headcount.
Recruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK.
The business is a modern, highly ethical and rewarding employer to work for who have always had an excellent reputation within the Financial Services industry.
Benefits: Company pension, Company cash plan scheme, Hybrid role (mainly home working)
An exciting opportunity has arisen for an Insurance Administrator to join our client, a small well-established business who unlike other brokers, are specialists in their industry.
Our client offers the flexibly to complete the majority of this role remotely with the expectation to attend the office in Warwickshire at least once a month.
Reporting directly to the Financial Services Office Manager, with the role of providing both clerical and administrative support to ensure the smooth running of the business.
They are now looking to acquire the services of a hard-working
Our client is a successful, multi-site company based in Leamington Spa, specialising in the financial planning sector.
Are you an experienced financial services administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide support to the Financial Advisers and Paraplanning team.
The option to progress on to Paraplanning is available.
A leading financial services firm is on the hunt for an exceptional IFA Administrator to their growing support team.
The salary for an Administrator within the support team is up to £30,000 and offers hybrid working.
You will be joining a Client-Centric IFA firm that is dedicated to providing personalised solutions that align with each client's unique financial dreams.