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Brevere Group jobs

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FINANCIAL PLANNING ADMINISTRATOR - HYBRID WORKING

To provide business support to Financial Advisers, working within the agreed business objectives. Coordinating office activities and operations to secure efficiency and compliance to company policies and FCA regulation. Arranging...

CompanyBrevere Group
AddressCambridgeshire, England
CategoryAccounting & Finance
Salary£25,000 - £29,000 per annum
Job typePermanent, full-time
Date Posted 7 days ago See detail

Financial Planning Administrator - Hybrid Working

Brevere Group

Cambridgeshire, England

£25,000 - £29,000 per annum

To provide business support to Financial Advisers, working within the agreed business objectives. Coordinating office activities and operations to secure efficiency and compliance to company policies and FCA regulation. Arranging...

7 days ago seen See more...

Administrator - Financial Services

Brevere Group

Cambridgeshire, England

£25,000 - £29,000 per annum

To provide proactive administrative support to the adviser team to ensure an efficient and smooth service. Ensure new business is processed accurately and passed across to Business Support Team Manager or deputy to check in. Ensur...

2 weeks ago seen See more...

Wealth Manager (Adviser)

Brevere Group

Derbyshire, England

£40,000 - £60,000 per annum

Conducting in-depth reviews of a range of clients financial circumstances and future aims, at various locations and remotely. Devising and explaining recommendations or strategies to clients on ways to best utilise their money or...

2 weeks ago seen See more...

Employee Benefits Administrator - Financial Planning

Brevere Group

Cambridgeshire, England

£26,000 - £30,000 per annum

Primary responsibilities will include supporting an Employee Benefits advisor day to day activities. Chasing submitted business applications and keeping clients informed. Arrange Group Risk Renewal annually. Process New Group Memb...

2 weeks ago seen See more...

Wealth Manager (Adviser)

Brevere Group

Cambridgeshire, England

£40,000 - £55,000 per annum

Conducting in-depth reviews of a range of clients financial circumstances and future aims, at various locations and remotely. Devising and explaining recommendations or strategies to clients on ways to best utilise their money or...

2 weeks ago seen See more...

Junior Paraplanner - Hybrid

Brevere Group

Middlesex, England

Salary negotiable

To provide proactive administrative support to the adviser team to ensure an efficient and smooth service. Data gathering and preparation of fact finding documents for financial planning meetings. Ensuring client records and Fact...

4 weeks ago seen See more...

Financial Planning Assistant

Brevere Group

Derbyshire, England

£25,000 - £28,000 per annum

Supporting the provision of holistic Financial Planning service for both personal and corporate clients incorporating the use of protection products, investment products, pension planning and tax planning. Assisting with the prepa...

4 weeks ago seen See more...

Wealth Management Administrator - Hybrid Working

Brevere Group

West Midlands, England

£26,000 - £30,000 per annum

Acting as a crucial point of liaison between paraplanners and financial planners. Update and manage a diary system for a busy financial planner;. Liaising with clients when appropriate to deliver a high level of service;. Updating...

4 weeks ago seen See more...

Wealth Adviser - Financial Planning

Brevere Group

Cambridgeshire, England

£35,000 - £65,000 per annum

Provide expert advice on all areas of Financial Planning. Conduct comprehensive review meetings to understand their goals, objectives and financial needs. Develop effective sustainable relationships with clients, their families &...

4 weeks ago seen See more...

Junior Paraplanner - Hybrid

Brevere Group

Leicestershire, England

Salary negotiable

To provide proactive administrative support to the adviser team to ensure an efficient and smooth service. Data gathering and preparation of fact finding documents for financial planning meetings. Ensuring client records and Fact...

4 weeks ago seen See more...

Wealth Management Administrator

Brevere Group

Suffolk, England

£26,000 - £32,000 per annum

Acting as a crucial point of liaison between paraplanners and financial planners. Update and manage a diary system for a busy financial planner;. Liaising with clients when appropriate to deliver a high level of service;. Updating...

4 weeks ago seen See more...

Office Manager & Paraplanner - Part time

Brevere Group

Stourbridge, West Midlands

£29,000 - £39,000 Annual

Letter of authority issue and chasing. Chasing financial information from clients. Provide outstanding customer service to meet expectations of clients, and colleagues. Timely and accurate processing of all client documents and re...

a month ago seen See more...

Office Manager & Paraplanner - Part time

Brevere Group

Stourbridge, West Midlands

29000.00 - 39000.00 GBP Annual

Letter of authority issue and chasing. Chasing financial information from clients. Provide outstanding customer service to meet expectations of clients, and colleagues. Timely and accurate processing of all client documents and re...

a month ago seen See more...

Office Manager & Paraplanner - Part time

Brevere Group

West Midlands, England

£29,000 - £39,000 per annum, pro-rata

Letter of authority issue and chasing. Chasing financial information from clients. Provide outstanding customer service to meet expectations of clients, and colleagues. Timely and accurate processing of all client documents and re...

a month ago seen See more...

Senior IFA Administrator - Financial Planning (Hybrid)

Brevere Group

Cambridgeshire, England

£28,000 - £33,000 per annum

Administering clients portfolios using provider platforms. Processing platform / off-platform new business by liaising with providers, clients and team. Preparing clients portfolio review packs. Preparing Income Drawdown Reviews...

2 months ago seen See more...

Client Administrator - Financial Planning (Hybrid)

Brevere Group

Cambridgeshire, England

£28,000 - £32,000 per annum

Administering clients portfolios using provider platforms. Processing platform / off-platform new business by liaising with providers, clients and team. Preparing clients portfolio review packs. Preparing Income Drawdown Reviews...

2 months ago seen See more...

Senior Financial Planning Administrator

Brevere Group

Worcestershire, England

£26,000 - £31,000 per annum

Maintaining back-office systems and client records. Processing all business in line with processes and procedures, collating AML documentation as required. Workflow management and use of technology. A point of contact for clients...

2 months ago seen See more...

Top Jobs

Financial Advisor, Senior Administrator, Financial Service, Paraplanner, Administrator, Sale Support, Financial Plan, Financial Adviser, Wealth Management Consultant, Client Manager, Financial Planner, Junior Paraplanner, Wealth Management, Senior Paraplanner,

What companies are hiring for similar jobs Brevere Group?

The top companies hiring now for Brevere Group similar jobs are eFinancialCareers, FlexJobs, Brook Street, Office Angels, GCB Recruitment, Vision FS Recruitment, Astral Recruitment, PwC, Heat Recruitment, Reed Insurance, Brevere Group, Reed Business Support, mbf., Ortus PSR, Adecco,

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