FI
Active jobs (122)
Client Service Administrator – Financial Planning
Epsom
1 month ago
About the roleWe are seeking a Client Service Administrator to join a boutique wealth planning firm in Epsom. Working directly with the Managing Direc...
Intelligent Office
Voyant cashflow modelling
Senior Finance Administrator – Wealth Planning Firm
Maidstone
1 month ago
About the roleWe are seeking a Senior Finance Administrator to join a chartered independent wealth planning firm serving high‑net‑worth clients across...
Intelligent Office
Novia
Fidelity
Transact
Aviva
Skills
Intelligent Office
FE Analytics
Xplan
cashflow modelling
Voyant
Cashflow modelling
Pensions
Investments
Salesforce
Fusion
Contract type
PERMANENT
4
Location
London
44
Godalming
7
Farnborough
6
Epsom
5
Maidstone
4
Colchester
4
Hemel Hempstead
4
Bristol
4
Horsham
4
Chelmsford
3
Leatherhead
3
Guildford
3
Redhill
2
Wendover
2
Amersham
2
Kent
2
City of London
2
Tonbridge
2
Watford
2
Dartford
2
Wisborough Green
1
Harrow
1
Aylesbury
1
West Sussex
1
Haywards Heath
1
Croydon
1
Sevenoaks
1
Brentwood
1
Bracknell
1
Essex
1
Bourne End
1
Woking
1
Surrey
1
Braintree
1
Reigate
1
Ready to find your next talent?
Create my employer account