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
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...
Employment Type : Full-Time
Wealth Management Firm Work with 3 Chartered Advisers My client is a well-known Independent Financial Advisor (IFA) with a full suite of mortgage brokers and financial advisers that has been serving local HNW families, retirees, and HNW private individuals for many years. They are headquartered close to Weybridge. I have established excellent relationships with the directors and hired two employees. Although they do have clients farther away, th...
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
Trainee Paraplanner Newbury, Berkshire Hybrid We are pleased to be working with an IFA firm based near Newbury, on their search for a Trainee Paraplanner to join the growing team. Initially, the role will be split between supporting the Paraplanner as well as the Administrators ,with the view after approx. 18 months, that 80% of the role will be paraplanning. Responsibilities: Providing administration services to both existing and potential new ...
Employment Type : Full-Time
Trainee Paraplanner Newbury, Berkshire Hybrid We are pleased to be working with an IFA firm based near Newbury, on their search for a Trainee Paraplanner to join the growing team. Initially, the role will be split between supporting the Paraplanner as well as the Administrators ,with the view after approx. 18 months, that 80% of the role will be paraplanning. Responsibilities: Providing administration services to both existing and potential new ...