Employment Type : Full-Time
Job Title: Independent Financial Advisor (IFA) Administrator Location: The City, London Salary: 28,000 - 30,000 Key Benefits: Work-Life Balance: Flexibility for one day working from home from the get-go, increasing to 3 days post probation Progression pathway: Pathway to Junior Paraplanner upon the completion of the Level 4 Diploma is encouraged Exam Support: Structured training plan in place and support for professional exams Employee Benefits:...
Employment Type : Full-Time
We are delighted to be recruiting on behalf of our client, an exciting and expanding firm of Independent Financial Planners with offices in the Solent and London. Our client has experienced impressive organic growth over the past few years and is poised for further expansion. They are now seeking a talented and motivated IFA Administrator to join their team. Key Responsibilities: Client Support: Act as a key point of contact for clients, ensurin...
Employment Type : Full-Time
Role: IFA Administrator Location: London, NW11 Hours; Monday - Friday 9am-5.30pm Competitive Salary Dependent on Experience Our client is a Wealth Management firm who manage client assets and portfolios with an emphasis on the benefits of being a long-term investor within tax-efficient wrappers. Their office is one of over 3,000 offices worldwide and over 100 in the Uk and is supported by a head office in the City of London. Their branch focuses...
Employment Type : Full-Time
Our client is looking for an IFA Administrator to join their busy team in London. The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administration skills to deliver a true client centric experience, building up relationships where appropriate. Key Skills: Attention to Detail Analytical/Problem Solving Customer Focus Planning & Organising Resilience Teamwork Embracing Change Ex...
Employment Type : Full-Time
My client is a well-known intermediary distribution business based in London and they are looking for an IFA/Financial Administrator to provide support to their sales team and their IFA/Financial Advisor clients across the UK (hybrid working available). You will need experience of working within a Financial Services firm as an Administrator to be considered. You will need to be a strong team player with good interpersonal skills and the ability ...
Employment Type : Full-Time
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 asp...
Employment Type : Full-Time
Plus: Bonus Excellent Pension & Private Health benefits My client, are a boutique financial planning practice with offices based in central London. They have been offering financial advice to their private clients for over 25 years and have an excellent reputation for providing the highest levels of financial advice to High Net Worth private clients who are a mixture of business professionals, retirees, accumulators and families. They offer ...
Employment Type : Full-Time
We are currently recruiting for a small Financial Planning practice based in London who are looking to recruit a Senior IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm. The company is based in the City near Liverpool Street station. Key Contributions: Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and co...
Employment Type : Full-Time
An exciting opportunity has arisen for a talented and dynamic individual with 1 to 2 years of IFA administration experience to join a vibrant, London-based firm of Financial Planners. This firm has built a strong reputation, which has contributed to its growth and success in the London market. The position offers a competitive salary of 29,000 to 33,000, along with a comprehensive benefits package that includes hybrid working, a personal develop...
Employment Type : Full-Time
We are delighted to be once again working alongside a National & Leading firm of Chartered Financial Planners with offices in Cheshire, Leeds and London. An exciting opportunity is available for an Administrator to join their large offices based just outside of the Chester area. Our client is looking to recruit an additional candidate to compliment the International Employee Benefits team. The successful candidate will report directly to the...