Employment Type : Full-Time
Our client, a well-established and successful financial planning firm that deliver a comprehensive holistic financial planning service to their clients, are looking for an administrator to join the team; The firm are eager to find an individual who possesses honesty, loyalty, integrity, an excellent work ethic and a strong knowledge of the role and the industry. The Role You will be required to provide a proficient and proactive administration s...
Employment Type : Full-Time
Financial Planning Administrator Location - Exeter Salary 26,000 - 32,000 Duration: Permanent, Full time or Part Time We are working with an IFA firm based in Exeter who are looking to bring on a Financial Planning Administrator. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You wil...
Employment Type : Full-Time
A growing and busy Independent Financial Advisory practice in Central London are looking for an organised Adviser Support Administrator (IFA Administrator) to join their team. They are on a growth trajectory over the next 5-10 years, and this is a rewarding role with progression and exam support strongly supported - the business has a proven track record of success from promoting from within. Why join? Progression path available from Adviser Sup...
Employment Type : Full-Time
A uniqure role for the Colchester area has arisen within a reputable IFA. The position will involve : Assisting advisers in putting together their factfinds and ensuring they are fully and accurately completed before being passed to paraplanners for a report. Assisting advisers with client emails, calling clients back for certain enquiries and potentially helping advisers with their diaries. Some technical assistance to advisers, but not extensi...
Employment Type : Full-Time
Senior Financial Planning Administrator Location - Nottingham, 2 days work from home per week Salary 28,000 - 34,000 Duration: Permanent, Full time or Part Time We are working with an IFA firm based in Nottingham who are looking to bring on a Senior Financial Planning Administrator. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investm...
Employment Type : Full-Time
The Company: A well-established independent insurance brokerage based in Bradford who specialise in a broad range of insurance services. They are looking to attract an experienced Protection Administrator who has experience across key areas of group protection, keyholder and shareholder protection and providing tailored solutions for both businesses and individuals. Their business expertise across a variety of sectors, including commercial, corp...
Employment Type : Full-Time
The Company: A high calibre, Harrogate based IFA firm who are looking to add an experienced Financial Planning Administrator to their expanding adviser support team. This is a highly responsible technical administration role supporting multiple planners across the breadth of private wealth caseloads, from investments and pensions to tax and trust work. Office Location: Central Harrogate Working Setup: Office-based Package: 30-35k base discretion...
Employment Type : Full-Time
Investment Administrator – Elevate Your Career in Wealth Management An established and highly regarded Wealth Management firm is seeking an experienced Investment Administrator with a passion for precision and client service. The ideal candidate will thrive in a fast-paced, professional environment where attention to detail is paramount and will have at least 3 years of experience in the IFA sector. Salary: Up to 35,000 Benefits Why Consider Thi...
Employment Type : Full-Time
Our client is a reputable and well-established firm of Independent Financial Advisers seeking to appoint an additional Administrator to join their close-knit team. Working in collaboration with Financial Advisers, and a team of Paraplanners where the successful Candidate will be responsible for - Processing new business applications Creating Client Valuations & Illustrations Liaising with Product Providers & third parties Preparing pre-m...
Employment Type : Full-Time
Senior Administrator (IFA/Wealth Management) A well-established financial planning and investment firm is seeking a highly skilled Senior Administrator to oversee its administrative operations and ensure the smooth running of its central London office. This position offers an excellent opportunity for a motivated professional to take on a leadership role in a dynamic, client-focused environment. Central London | Up to 50,000 per annum Key Respon...