Employment Type : Full-Time
My client is an Independent Financial Advisory firm based in the Wakefield area, providing individual clients and businesses with Advice across Pensions, Investments, Retirement & Estate Planning. We are urgently seeking an IFA Administration Team Leader, who will sit within the Administration function and primarily manage the companies back-office Administration staff and ensuring smooth efficient running of the office on a daily basis and ...
Employment Type : Full-Time
Our Manchester based client are looking to appoint an IFA Administrator Team Leader to join their team on a permanent basis. Our client is keen to hear from experienced administrator's looking to progress into management, or an IFA administrator team leader looking for a new challenge. You will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development...
Employment Type : Full-Time
Location - Putney Salary - 30,000- 35,000 Role - IFA Administrator Well established wealth management practice based in the City of London require an additional administrator to complement their existing team. The Role; To support Investment Managers and Wealth Planners by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration. Responsibilities; Significant con...
Employment Type : Full-Time
IFA Administrator Up to 38,000 Office based role This role is suited to those with 1 Years of experience in IFA Administration within an advisory firm. The role is based in the close-knit office, where they value and reward hard work, team players and flexibility. Within the role, there is a direct route to senior administrator, and potential progression to Trainee Paraplanner in the future. The salary is up to 38,000 for a senior Administrator....
Employment Type : Full-Time
The phrase "work-life balance" has been around for years now. But not every company has got the memo. There are still those who don't understand that the world has changed and people need and expect flexibility. And that if you don't give people choice about where they work they assume one thing - you don't trust your staff. Not here. This is one of the top regional IFA firms in the North West, if not beyond (FTAdviser would attest to ...
Employment Type : Full-Time
Location - Putney Salary - 30,000- 33,000 Role - IFA Administrator Well established wealth management practice based in the City of London require an additional administrator to complement their existing team. The Role; To support Investment Managers and Wealth Planners by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration. Responsibilities; Significant con...
Employment Type : Full-Time
NJR Recruitment are delighted to be recruiting for a well-established, Independent Financial Planning company who are looking for an experienced IFA Administrator to lead a team of financial planning administrators in their offices in Wakefield. The successful candidate will be joining a company who have built up an excellent reputation within the industry for their high quality approach to their clients, and ongoing support and training for the...
Employment Type : Full-Time
Our Client are a leading and National Independent Provider of Wealth Management and Pension services with multiple offices based around the UK. An exciting opportunity is now on offer for an additional 'Client Relationship Manager' to join the incredibly busy team in Leicester. This will be a mixture of office and home working. Working alongside the Team Leader and forming part of a team of CRMs' this role will involve providing direct support t...
Employment Type : Full-Time
Our client is looking for an experienced Senior Administrator to join their Wealth Management firm based in Liverpool. This position comes with a generous pay and benefits package and has hybrid working available. You will be working alongside the Client Services team leader in assisting with the smooth running of the firm, managing client data and submitting new business. Responsibilities: Prepare review meeting files Submit new business and pr...
Employment Type : Full-Time
My client is a well-established IFA practice with offices in Norfolk and Suffolk, offering bespoke advice to both corporate and private clients, this role will be based in their attractive office in central Ipswich. The purpose of the role is to provide hybrid support to my clients designated Team Leader placed in both client service support and paraplanning support, especially where more technical tasks need assistance in their delivery. (e.g. ...