Livevacancies in London seeks an organized, proactive administrator to support busy Financial Advisers and deliver quality client service. You will handle client onboarding, records, and regulatory tasks, acting as a reliable point of contact for planners and clients.
The role requires strong communication, problem solving and team collaboration in a fast-paced financial services environment. Financial services experience is preferred, with proficiency in Salesforce and MS Office.
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Central London
Salary: £35,000 per annum Location: London (Hybrid) The Company We are a fast-paced wealth management company based in the City of London, looking…
Borehamwood
Shearwater Recruitment is working with an established financial planning and wealth management practice in Elstree to recruit a Client Administrator.
Glasgow
An excellent opportunity for a part-qualified Wealth Planner to join a supportive and growing team.
Glasgow
An excellent opportunity for a part-qualified Wealth Planner to join a supportive and growing team.
Shepley
Robertson Baxter is a well-established financial planning firm and part of the Benchmark family.
London
You will have 2+ years' experience supporting advisers and clients in a financial planning environment.
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