Employment Type : Full-Time
IFA Administration Team Leader - Financial Services Location: Nottingham Salary: Up to 43,000 DOE Discretionary Bonus Working Arrangement: Hybrid (2 days office, 3 days remote) An award-winning, independent financial services organisation is seeking a Client Support Team Leader to join their IFA Administration team. This company has experienced significant growth over the past five years and continues to expand, offering a dynamic and profession...
Employment Type : Full-Time
A superb role has arisen within a long established Essex based IFA/Wealth Manager. We are currently seeking a skilled IFA Support/ Trainee Paraplanner to join their team in Brentwood, Essex. This is an exciting opportunity for someone with experience in financial services to play a key role in supporting advisers and delivering outstanding client service. Key Responsibilities Technical Support: Prepare and compile financial planning reports, inc...
Employment Type : Full-Time
A superb role has arisen within a long established Sussex based IFA/Wealth Manager. We are currently seeking a skilled IFA Support/ Trainee Paraplanner to join their team in Horsham.. This is an exciting opportunity for someone with experience in financial services to play a key role in supporting advisers and delivering outstanding client service. Key Responsibilities Technical Support: Prepare and compile financial planning reports, including ...
Employment Type : Full-Time
Eventus Recruitment Cheshire are seeking a Financial Planning / IFA Administrator to join a modern and fast-paced team in St Helens. Working in the Wealth Advisory Team, reporting to the Practice Manager, you will be liaising closely with the firm’s Paraplanners, IFAs and Financial Planners. This is a great job opportunity to join a thriving well-established company that continues to grow organically. If progression is your goal, the firm offers...
Employment Type : Full-Time
Our client is a Financial Services business in Hove and they are currently looking for an experienced Financial Services Administrator to join the team In this role you will support the the Acquisition team who are intgrating other acquired companies into the brand The role will involve Data input and a high level of detail dealing with client integration Support the Acquisition Team with the integration of acquired businesses into our central s...
Employment Type : Full-Time
Job Title: IFA Administrator/ Case Manager Industry: Financial Planning Location: Bridgewater, Somerset Salary: Up to 24,000 Reference Number: 9493 Are you eager to join a trusted company with a legacy of excellence spanning decades? Are you ready to use your expertise to deliver exceptional administrative support and financial advice? If so, this role is your opportunity to make a lasting impact and build on a history of success. Join a local I...
Employment Type : Full-Time
IFA Administrator / Relationship Manager We are currently recruiting for an IFA Administrator / Relationship Manager on behalf of a prestigious family office based in central London. This is an exceptional opportunity to join a world-leading organization renowned for managing over $100 billion in assets for families worldwide. With offices just a short walk from Charing Cross and the West End, the company offers an inspiring and professional wor...
Employment Type : Full-Time
The Company: An established, Halifax based IFA firm looking to add an experienced private wealth focused IFA Administrator to their adviser support team. A consultative lifestyle planning firm with a very clear focus on ensuring an excellent client experience. Office Location: Halifax Working Setup: 100% office-based Package: 32-35k base discretionary bonus and full company benefits Key Benefits: 5% Pension, 4 x DIS and a flexible working setup ...
Employment Type : Full-Time
The Company: An established, Halifax based IFA firm looking to add a private wealth focused Senior IFA Administrator to their adviser support team. A consultative lifestyle planning firm with a very clear focus on ensuring an excellent client experience. Office Location: Halifax Working Setup: Office-based Package: 30-35k base DOE discretionary bonus and full company benefits Key Benefits: 5% Pension, 4 x DIS and a flexible working setup Holiday...
Employment Type : Full-Time
IFA Administrator 26,000 to 30,000 plus benefits IFA Support required by this top-quality wealth manager that provides advice to both HNW private individuals and corporate clients. Having grown their team of IFAs they now wish to add an additional support professional to deal with technical and administrative duties. You will operate as an IFA Administrator and be responsible for - processing of new business applications servicing existing busin...