Employment Type : Full-Time
About Us BENEFITS: 4 X DEATH IN SERVICE 75% GROUP PHI GROUP PERSONAL PENSION SCHEME 25 DAYS HOLIDAYS OUR CLIENT ARE A PROFESSIONAL FIRM OF INDEPENDENT FINANCIAL PLANNERS AND INVESTMENT MANAGERS AND WERE THE FIRST FIRM IN THE NORTH WEST TO BE AWRDED 'CHARTERED STATUS'. THEY LAUNCHED THEIR INVESTMENT COMMITTEE IN 2009, AND THE COMPANY HAS ENJOYED CONTINUED GROWTH EVER SINCE. THEY OPERATE FROM FOUR OFFICES ACROSS THE NORTHWEST AND YORKSHIRE. Our Cl...
Employment Type : Full-Time
My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion pounds of funds under management. My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service. I am currently looking to recruit an experienced IFA Administrator to join their well-established Colchester Offic...
Employment Type : Full-Time
Financial Services Administrator To 26,000 plus benefits IFA Administrator required by this highly successful firm of Wealth Managers that provides advice to HNW Private Clients across investments and retirement planning. You can remain as a professional IFA Administrator forever or move into paraplanning in a couple of years. As the IFA Administrator you will be responsible for - new business including application processing servicing existing ...
Employment Type : Full-Time
Permanent Role Client Administrator Location – Ascot – fully office based 37.5 hours (Monday – Friday 9am-5.30pm) Salary – 28-32,000 DOE plus excellent company benefits! My client, based in Ascot, is looking for a Client Administrator to join their busy team. The company is growing so there is a real opportunity to make a difference to the growth of the company and to progress your career with them! There is a family feel to the business and an ...
Employment Type : Full-Time
Our client, a leading financial services company based in Ipswich, are recruiting for an Administrator to join their team. Our client provides fantastic promotional opportunities and benefits which include additional qualifications, and a great supporting work culture and environment. Skills & Experience Required: Strong administration or customer service experience A genuine desire to build a career within the financial services industry A ...
Employment Type : Full-Time
An exciting opportunity has arisen for an experienced Financial Services Administrator to join an expanding organisation based North of Norwich. Duties will include dealing with the day to day administration of the business; Dealing with client queries Client reporting and sending portfolio reports to clients Preparing fund performance information Keeping CRM system up to date Dealing with medical underwriting claims Dealing with pension and inv...
Employment Type : Full-Time
As a Financial Services Administrator , you will play a key role in supporting the smooth operation of our financial services department. You will be responsible for managing client records, preparing financial documentation, and liaising with clients and providers to ensure the timely delivery of services. This is an exciting opportunity to be part of a professional team that prides itself on delivering first-class service. This is a full time ...
Employment Type : Full-Time
This hybrid, Financial Services Administrator job in Westerham is ideal for current Administrators within financial services keen to join a growing company which has exciting plans ahead! You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients. The business values the role you play and recognises your worth in helping the whole team to deliver a qual...
Employment Type : Full-Time
Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a professional environment with a client centric approach? If the answer to these questions is yes, this could be the ideal role for you. Due to continued success in providing fee based advice to HNW clients, this successfu...
Employment Type : Full-Time
Permanent Role Client Administrator Location – Ascot – fully office based 37.5 hours (Monday – Friday 9am-5.30pm) Salary – 28-32,000 DOE plus excellent company benefits! My client, based in Ascot, is looking for a Client Administrator to join their busy team. The company is growing so there is a real opportunity to make a difference to the growth of the company and to progress your career with them! There is a family feel to the business and an ...