Employment Type : Full-Time
My client is a renowned financial planning firm with offices in Norfolk and Suffolk; with one of the largest teams in the local area, their clients are at the forefront of their daily priorities, with over half a billion of client funds under their steadfast supervision. This is a great opportunity for an experienced FS Administrator to join my clients Financial Planning team in their Bury St. Edmunds office (outskirts). This role will require t...
Employment Type : Full-Time
Senior IFA Administrator To 34,000 plus benefits and bonus Financial Services Administrator required by this highly successful wealth management firm that provides advice across the full range of Private Client Investment and Retirement Planning. The business is hugely successful through the ongoing quality service that it provides to its High-Net-Worth client portfolio. This firm offers hybrid working. Working alongside a Financial Planning Dir...
Employment Type : Full-Time
Senior IFA Administrator To 34,000 plus benefits and bonus Financial Services Administrator required by this highly successful wealth management firm that provides advice across the full range of Private Client Investment and Retirement Planning. The business is hugely successful through the ongoing quality service that it provides to its High-Net-Worth client portfolio. This firm offers hybrid working. Working alongside a Financial Planning Dir...
Employment Type : Full-Time
Senior IFA Administrator To 34,000 plus benefits and bonus Financial Services Administrator required by this highly successful wealth management firm that provides advice across the full range of Private Client Investment and Retirement Planning. The business is hugely successful through the ongoing quality service that it provides to its High-Net-Worth client portfolio. This firm offers hybrid working. Working alongside a Financial Planning Dir...
Employment Type : Full-Time
Senior IFA Administrator To 34,000 plus benefits and bonus Financial Services Administrator required by this highly successful wealth management firm that provides advice across the full range of Private Client Investment and Retirement Planning. The business is hugely successful through the ongoing quality service that it provides to its High-Net-Worth client portfolio. This firm offers hybrid working. Working alongside a Financial Planning Dir...
Employment Type : Full-Time
Job Title: Senior IFA Administrator Salary: 30,000 - 35,000 Location: Bristol This position is with an expanding, national financial planning practice that have several offices across the UK and are continuing to grow. They place an emphasis on client care and providing a tailored solution. They have a broad offering for clients, providing advice across a range of cases including Pensions, Investments, Protection, IHT, Tax & employee benefit...
Employment Type : Full-Time
Job Title: Senior IFA Administrator Salary: 30,000 - 35,000 Location: Leeds This position is with an expanding, national financial planning practice that have several offices across the UK and are continuing to grow. They place an emphasis on client care and providing a tailored solution. They have a broad offering for clients, providing advice across a range of cases including Pensions, Investments, Protection, IHT, Tax & employee benefits ...
Employment Type : Full-Time
Our client is looking to recruit a Senior IFA Administrator to join their independent financial planning business, as part of their organic growth strategy The business is independently owned and has a team of 7, growing to 8, who all enjoy working together. The business was established over 10 years ago and has through organic growth year-on-year from professional introducer and client referrals amassed over 100m of FuM. They are seeking a Seni...
Employment Type : Full-Time
Our award winning Manchester based client are looking to appoint a Senior IFA Administrator to join their team on a permanent basis. You will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package Duties & responsibilities will include: Processing new business applications across the key financial products...
Employment Type : Full-Time
We are currently recruiting for a well regarded Financial Planning practice based in Twickenham who are looking to recruit a senior Technical IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm. Key Contributions: Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community. Accurate upkeep of the client det...