Employment Type : Full-Time
Our client is looking to take on a new Associate Adviser to join their SJP Practice based in Central Maidstone, Kent. You will help play a vital role in supporting Financial Advisers through delivery of suitability reports and acquisition of prospective clients. Essential: - The ability to produce comprehensive, accurate and clear Suitability Reports using a combination of standard paragraphs and free text; - Experience in writing suitability le...
Employment Type : Full-Time
Job Role: Investments Associate & Pension Administrator Job Location: Bradford Council (Remote Working) Salary: 14.75 Per Hour Working period: Monday - Friday 09:00 - 17:30 Working Hours: 37 hours per week Assignment period: 3-6 Months Ongoing As a preferred supplier to many local and national groups, Fox Morris Group are excited to offer a Investments Associate & Pension Administrator Our Investments Associate & Pensions Administrat...
Employment Type : Full-Time
Location: Cheshire Salary: 25,000 - 28,000 per annum Role Summary: The IFA Administrator will play a crucial role in providing high-level administrative support to the Independent Financial Advisors (IFAs)n. The ideal candidate will have prior experience in a financial services administrative role and possess the ability to handle sensitive and confidential information, particularly when liaising with high-profile clients. Key Responsibilities: ...
Employment Type : Full-Time
Our client is a leading independent financial advisory (IFA) company dedicated to providing exceptional financial planning and investment management services. With a strong commitment to professionalism and client satisfaction, the company prides itself on its collaborative culture, where employees are encouraged to grow and develop their careers. Associate Paraplanner - Brighton & Hove, Hybrid working, salary up to 40,000. We are seek...
Employment Type : Full-Time
Job Title Office Coordinator / Administrator Are you looking for a challenging role that allows you to take ownership of your workload? Are you a team player who can multitask and help us coordinate and develop our office support? We are a small, established, boutique wealth management practice and are looking for someone who can work efficiently and accurately, work to deadlines and prioritise when necessary. Opportunity We are a growing, indep...
Employment Type : Full-Time
One of the UK’s leading providers of actuarial and consultancy services are currently looking for a Healthcare & Group Risk administrator to join their Employee Benefits Department. The Health & Group Risk administrator will provide sales support to a mixed portfolio of Healthcare & Welfare services (including Medical insurance, Group Life, Group Income Protection, Dental, PA, International, Occupational Health and Wellness). In addi...
Employment Type : Full-Time
Our client is looking for an Investor Services Associate for their team based in Guildford. Hybrid working is available, with 3 days each week being office based. Earn 25-30k, depending on experience. We are ideally looking for candidates who have prior private client experience. Responsibilities: - Process and administer Fund Managers business timely and accurately. - Support the management of Portfolio Management business. - Monitor, oversee a...
Employment Type : Full-Time
Role Overview: Join our clients esteemed Wealth and Succession team within the Private Client department as an Associate. This is a fantastic opportunity for a talented individual to contribute to our clients work with High Net Worth and Ultra High Net Worth clients, their families, and advisors in tax and estate planning. Our clients team serves a diverse clientele, including entrepreneurs, artists, authors, foreign royals, charities, and sport...
Employment Type : Full-Time
Our client is looking to take on a new Private Client Associate to join their SJP Practice based in Central London. You will help play a vital role in supporting Financial Advisers through delivery of suitability reports and acquisition of prospective clients. Essential: - The ability to produce comprehensive, accurate and clear Suitability Reports using a combination of standard paragraphs and free text; - Experience in writing suitability lett...
Employment Type : Full-Time
Job Title: LPA Property Receivership Administrator Location: Manchester Salary: Competitive, commensurate with experience About the Company We are a well-established and growing firm of insolvency practitioners based in Manchester, renowned for our expertise in insolvency, restructuring, and property receivership. With a strong commitment to delivering tailored solutions, we provide professional, pragmatic advice to lenders, borrowers, and stake...