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chartered management degree apprenticeship – london & surrounding areas 42-month fixed term contract Jobs in London United Kingdom

chartered management degree apprenticeship – london & surrounding areas 42-month fixed term contract

ifa administrator boutique wealth firm hybrid london up to 35k

Financial Divisions

Are you an experienced IFA Administrator ready to take your career to the next level? Join a prestigious boutique IFA firm that works exclusively with Ultra High Net Worth (UHNW) clients, delivering fully holistic and truly independent financial advice. About the FirmThis is a rare opportunity to become part of a highly respected, client-centric wealth advisory firm based in London. Known for its bespoke service and deep relationships with UHNW individuals, the firm offers a collaborative, professional, and forward-thinking environment where your contribution truly matters.The RoleAs an IFA Administrator, you'll play a pivotal role in supporting both Advisers and Paraplanners with seamless, end-to-end administrative support. This is a hands-on position that requires initiative, precision, and a client-first mindset.Key Responsibilities:<ul><li>Processing Letters of Authority (LOAs) and liaising with third-party providers</li><li>Updating and maintaining client records and CRM systems</li><li>Onboarding new clients and preparing documentation for client meetings</li><li>Handling client queries with professionalism and care</li><li>Supporting Paraplanners with additional administrative tasks as needed</li></ul>What We're Looking For<ul><li>Minimum 12 months' experience in an IFA administration role</li><li>Strong understanding of financial planning processes and documentation</li><li>Excellent communication and organisational skills</li><li>A proactive, detail-oriented approach with a genuine passion for client service</li></ul> What's on Offer<ul><li>Salary up to £35,000 (DOE)</li><li>Hybrid working model (London-based office)</li><li>Full support for professional development and industry qualifications</li><li>Clear progression path within a growing, dynamic firm</li></ul>If you're looking for a new challenge in a high-touch, high-value environment where your skills will be recognized and nurtured-this is the role for you.Apply now to be considered or reach out for a confidential chat.

IFA Administrator - Boutique Wealth Firm - Hybrid (London) - Up to £35K

Premier Jobs UK Limited

Are you an Operations Manager experienced within financial planning industry an looking to join a growing business in the heart of London?Our client is looking to add an Operations Manager to their dedicated team who will take charge of the back-office team of 6 including Paraplanners and Administrators and lead from the front. You will oversee the day to day operations of the firm to ensure the smooth and efficient running of the business.Your responsibilities will include:<ul><li>Day to day management of the Paraplanning and Administration teams</li><li>Providing operational and administrative support to the director</li><li>Overseeing and coordinating recruitment</li><li>Managing workflows to ensure smooth day to day operations</li><li>Being an integral part of any change projects to ensure effective implementation</li><li>Acting as the "go to" person for any issues in the business</li><li>Being involved in business strategy meetings</li></ul>This role could suit an experienced Operations Manager or Office Manager; alternatively, a Paraplanner / IFA Administrator who is looking to take the next step in their career towards management.Operations Manager Requirements<ul><li>You should have experience of managing / overseeing a team of 6+ team members</li><li>You must have experience within financial planning industry, either as a Manager, Paraplanner or IFA Administrator</li><li>You should have a collaborative approach to working and enjoy managing a team</li><li>You should have excellent interpersonal skills, approachability, professionalism and good IT skills</li></ul>Operations Manager Benefits<ul><li>Salary of £50,000</li><li>Annual discretionary bonus</li><li>Support with professional development</li><li>Auto enrolment pension</li><li>Hybrid working with use of their excellent Central London office</li></ul>CompanyThis financial planning and mortgage advisory firm based in London has a team of highly knowledgeable Financial Services Professionals. They focus on providing excellent client service, which is reflected in their client reviewsLocationsCentral LondonLiability and DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Operations Manager

Ellis James Partners Limited

Trainee IFA Administrator - London£25,000 - £28,000Start your career in financial services with one of London's most respected advice firms.If you're organised, proactive, and looking to build a long-term career in wealth management - this is a brilliant first step.You'll join a friendly, supportive team where you'll learn the ropes from experienced administrators and advisers. The first four months will be office-based so you can get fully up to speed, then you'll move to a hybrid setup.Why this roleYou'll be the backbone of the client journey - helping with onboarding, valuations, and review packs while learning how the advice process works from start to finish.This is a team that genuinely values development. You'll get hands-on training, support with qualifications, and a clear path to grow in financial planning.What's different<ul> <li>Full office-based onboarding (4 months), then 3 days in / 2 from home</li><li>Clear structure and ongoing support from experienced mentors</li><li>A respected Partner Practice known for developing talent</li><li>Genuine progression opportunities in a growing team</li></ul> Your roleWhat you'll be doing:<ul> <li>Helping prepare documents and reports for client meetings</li><li>Updating client information and records on the CRM system</li><li>Assisting advisers with new business and fund transfers</li><li>Managing email correspondence and handling client queries</li><li>Supporting the wider team with day-to-day admin tasks</li><li>Learning how to process investments, pensions, and protection business</li></ul> What you'll need<ul> <li>Strong attention to detail and good organisational skills</li><li>Confident communicator who enjoys working with people</li><li>Eager to learn and build a career in financial planning</li><li>Basic IT skills (Microsoft Office, email, etc.)</li><li>A positive, reliable attitude.</li></ul> Perks & lifestyle<ul> <li>Hybrid working after initial training period</li><li>25+ days holiday plus bank holidays</li><li>Full training and support with professional qualifications</li><li>Friendly, collaborative team environment</li><li>Modern London office with great transport links</li></ul> Sound like you?If you're ready to kickstart your career in financial services and be part of a team that genuinely invests in your growth - we'd love to hear from you.Hit apply or drop us a message in confidence to find out more.

Trainee IFA Administrator

Blakemore Recruitment

Senior IFA Administrator Based: Holborn, London Salary: £38,000 + Benefits and bonus This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of Administrator and will be working in a team including Paraplanners and also Financial Planners ensuring the most demanding private clients receive the highest level of service. It is an ideal position for someone who enjoys the technical aspects of administration and looking to develop their knowledge and experience into a full blown Paraplanner. You are not required to be diploma qualified yet but will be expected to take the exams during the time in the role. The role will also give you the opportunity to become a full Paraplanner in time. This is an excellent opportunity to develop your career with a proactive employer.

Senior IFA Administrator

Montpellier Resourcing

Up to £35,000 plus excellent bonus and benefitsHybrid working availableDue to exciting expansion and increasing business needs, a fantastic opportunity has arisen for an Investment Administrators to join a dynamic and highly regarded investment company in the heart of London. We are seeking a highly organised and detail-oriented Investment Administrator to join this fantastic team, working to support the Investment Managers and Client Service Executives to deliver exceptional customer service. Candidates must have experience working within a similar role in financial services or investment management.Duties of the Investment Administrator to include:<ul><li>Client Onboarding and Account Management: Open new client accounts while adhering to strict Anti-Money Laundering (AML) regulations, process and monitor account amendments for any changes in client information, and manage account closures efficiently.</li><li>Portfolio Transfers and Reporting: Provide comprehensive administrative support for portfolio transfers both in and out, and obtain and review Capital Gains Tax (CGT) information.</li><li>Internal Transactions and Data Management: Execute internal transfers of holdings between accounts, and facilitate, manage, and file client correspondence and records in a timely and efficient manner, ensuring data accuracy.</li><li>Process Improvement and Team Collaboration: Contribute to support staff meetings by suggesting improvements to procedures and processes, fostering a culture of continuous improvement.</li><li>Client Communication and Reception Support: Respond promptly to telephone calls, take and pass on clear messages, projecting a positive image of the organization, and provide ad hoc administration support, including reception cover as required (answering calls, welcoming guests, and preparing for meetings).</li></ul>Requirements for the successful Investment Administrator:<ul><li>Prior assistant or administrative experience working within financial services, investment, or wealth management role.</li><li>Knowledge of relevant regulatory frameworks.</li><li>High attention to details, levels of accuracy and organisational skills</li></ul>This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency

Investment Administrator

K3 Capital Group Ltd

Quantuma is an independent advisory firm serving the needs of mid-market and corporate companies, as well as their stakeholders. Our experts advise clients on business transactions, resolving business disputes, mitigating risk and managing operational as well as financial challenges.We have deep experience and specialist expertise in restructuring and insolvency, corporate finance, forensic accounting and investigations, cross-border asset recovery and creditor services. We work alongside accountants, major law practices, private equity houses, lenders and regulators. Our 400-strong team operates across the UK, Cyprus, Mauritius, the British Virgin Islands (BVI), Singapore, Hong Kong and Vietnam.Our Corporate Insolvency & Restructuring team is recognised as the leading, independent business advisory firm providing solutions to both lenders and distressed mid-market and corporate companies.Senior Administrator - Insolvency & RestructuringAre you ready for the next step in your insolvency career? Do you want to be recognised and rewarded for your achievements? Does a more varied case load interest you?As a Senior Administrator you will be challenged with interesting and important work and have plenty of opportunity to develop your skills. You will join our London office and be fully involved in managing your own caseload of Trading & Pre-Pack Administrations and Complex Liquidations. You will work closely with Managers and Directors on Accelerated M&A processes and a range of Advisory & Restructuring projects.You will be an experienced Insolvency Administrator already familiar with the processes involved in Administrations and Liquidations. This role will give you the opportunity to enhance your experience on complex insolvency cases and advisory projects, whilst progressing your studies (CPI or JIEB) alongside your work.As well as being a great place to work, we offer our employees a range of benefits including:<ul><li>Hybrid working</li><li>Healthcare cash plan</li><li>Life assurance</li><li>An Employee Assistance Programme (EAP). Our EAP is a free and confidential employee benefit designed to help deal with issues that could be affecting general wellbeing</li><li>Cycle To Work Scheme</li><li>Eye Care</li><li>Employee incentives, discounts and perks</li><li>Refer-a-Friend incentive - We hope you enjoy working here so much, you recommend us to your friends and family, you can earn up to £3,000.00 for referring us</li></ul>

Senior Administrator - Insolvency & Restructuring

Carousel Consultancy Ltd

Front of House Team Leader / Supervisor - 5 Corporate Hospitality - Central London - up to £35k (dependent on experience) + great benefits<ul><li>Fantastic opportunity for the right individual </li><li>5 hospitality or luxury brand experience is desired</li><li>Supervisory / Team Leader experience essential</li><li>Central London location </li><li>Incredible company </li><li>Stunning offices</li><li>Genuine progression / career opportunities </li><li>c£30k-£35k (dependent on experience) </li><li>£40k OTE</li></ul> We have a fantastic opportunity for a driven and service led individual, with exceptional standards of customer service and experience as a Team Leader / Supervisor in a client-facing role, to join a world class, 5 corporate hospitality provider based in Central London. The Front of House Team Leader / Assistant Business Managerwill support the business centre's Business Manager, ensuring a high standard of service is provided to clients at all times. Ideally, you will have worked in a 5 hospitality or luxury brand environment. Your professional, driven and client focused nature, the ability to supervise, nurture and motivate a team and experience in an operational or 5 customer service based role, is what we're looking for.What's on offer?Genuine career progression, competitive salary, generous and target achievable bonuses, Employee Assistance Programme, annual weekend getaway, monthly team nights out, discounts with luxury brands across London, STL and more! Key responsibilities as the Team Leader / Assistant Business Manager include: <ul><li>Assisting the Business Manager in the day-to-day running of the building </li><li>Ensuring exceptional customer service is provided to all clients at all times </li><li>Dealing with any client queries and attending client meetings if needed </li><li>Inspiring, motivating and leading your team </li><li>Taking a hands-on approach, undertaking team duties as needed </li><li>Taking on Business Manager responsibilities in their absence </li><li>Maintaining the safety of the building and ensuring the facilities management of the building is maintained and continually updated </li><li>Assisting in the recruitment of team members </li><li>Conducting daily walk rounds to ensure every aspect of the building is to the highest standards </li><li>Assisting the Finance Department as needed </li></ul>What we're looking for: <ul><li>Impeccable standards of customer service and the desire to join an organisation that is recognised as a leader in providing world class levels of service </li><li>Experience in a 5 service or luxury retail/brand role is essential </li><li>Highly organised nature </li><li>Strong communication skills with the ability to liaise at all levels in a tactful and diplomatic way </li><li>Ability to build strong relationships at all levels of the business </li><li>Demonstrable supportive and nurturing leadership qualities </li><li>Proactive problem-solving skills and excellent attention to detail and accuracy </li><li>Well presented, professional and motivated </li></ul>Interested? If this sounds like the role for you and you have the skills and experience we're looking for, then do not hesitate! Please submit your CV ASAP, quoting 'CP - Assistant Business Manager - 5 Corporate Hospitality'

Assistant Business Manager

Explore 339+ Ifa administrator boutique wealth firm hybrid london up to 35k in London United Kingdom this November. Find roles across top companies and apply now to boost your career.