Employment Type : Full-Time
About Us, Our Clients and Our People Berkshire IFA is an ambitious and growing company committed to our Clients, the outcomes they are seeking, and to our team of people who will help our clients achieve these outcomes. We support all of our team in their own journey both professionally and on a more personal level. We do this by supporting all training and development and offering package of benefits designed to look after our people’s health a...
Employment Type : Full-Time
About Us, Our Clients and Our People Berkshire IFA is an ambitious and growing company committed to our Clients, the outcomes they are seeking, and to our team of people who will help our clients achieve these outcomes. We support all of our team in their own journey both professionally and on a more personal level. We do this by supporting all training and development and offering package of benefits designed to look after our people’s health a...
Employment Type : Full-Time
About Us, Our Clients and Our People Berkshire IFA is an ambitious and growing company committed to our Clients, the outcomes they are seeking, and to our team of people who will help our clients achieve what they set out to. We support all of our team in their own journey both professionally and on a more personal level. We do this by supporting all training and development and offering package of benefits designed to look after our people’s he...
Employment Type : Full-Time
WONDERFUL OPPORTUNITY! Currently sourcing a lovely role linked to the Reading area with a wonderful company who are sourcing a skilled IFA FINANCIAL SERVICES ADMINISTRATOR ROLE. The role requires the skills linked to have done ideally more in a role within a company in an absolutely minimum of 2 years skills. You must have great knowledge linked to the pensions and investments and confident in supporting the Administration link...
Employment Type : Full-Time
WONDERFUL OPPORTUNITY! Currently sourcing a lovely role linked to the Reading area with a wonderful company who are sourcing a skilled IFA FINANCIAL SERVICES ADMINISTRATOR ROLE. The role requires the skills linked to have done ideally more in a role within a company in an absolutely minimum of 2 years skills. You must have great knowledge linked to the pensions and investments and confident in supporting the Administration link...
Employment Type : Full-Time
GREAT OPPORTUNITY! Currently sourcing a lovely role linked to the Reading area with a wonderful company who are sourcing a skilled IFA FINANCIAL SERVICES ADMINISTRATOR ROLE. The role requires the skills linked to have done ideally more in a role within a company in an absolutely minimum of 2 years skills. You must have great knowledge linked to the pensions and investments and confident in supporting the Administration linked t...
Employment Type : Full-Time
Knowledge of IO ( intelligent office ) Financial advice background Career progression Fram are working with a successful Wealth Manager in Berkshire, who are seeking a new office manager/IFA administrator. The role is full time and offers exceptional career growth into operations for the right candidate. Our client deals with Financial advice to individuals and business by combining independent wealth management services with financial planning ...
Employment Type : Full-Time
Graduate IFA Administrator - Near Weybridge (Surrey) Chartered Wealth Management Firm 25k - 26k full benefits package Work with 3 Chartered Advisers My client are a very well established Independent Financial Advisor (IFA) based near Weybridge who have been operating for many years with a full suite of financial advisers and mortgage brokers servicing local HNW families, retirees and HNW private individuals. I have placed 2 staff into the busine...
Employment Type : Full-Time
Junior Paraplanner / Senior IFA administrator (career leading to Advisor) My client (an independent firm of Financial Advisers) provides a financial planning and discretionary investment management service to both corporate and private clients from their boutique office in Gerrards Cross, Buckinghamshire. Due to an increase in Business, they are looking to strengthen their Client Support team by bringing in a new Paraplanner to support both the ...
Employment Type : Full-Time
IFA Administrator - Near Weybridge (Surrey) Chartered Wealth Management Firm 30k - 38k full benefits package Work with 3 Chartered Advisers My client are a very well established Independent Financial Advisor (IFA) based near Weybridge who have been operating for many years with a full suite of financial advisers and mortgage brokers servicing local HNW families, retirees and HNW private individuals. I have placed 2 staff into the business and bu...