ifa sales support/paraplanner Jobs - 1046
IFA Sales Support Administrator
Blakemore Recruitment - Biggleswade
Employment Type : Full-Time
Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Skills and knowledge required: Deal with telephone, email enquiries. Assisting with onsite meetings. Maintain filing systems/client files. Scanning and indexing documents and emails to Virtual Cabinet. Preparing meeting packs for with relevant form...
IFA Sales Support Administrator
Blakemore Recruitment - AL34PA
Employment Type : Full-Time
Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Role and responsibilities: To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility Effectively and efficiently onboarding new clients and service the existing clients Bui...
IFA Sales Support Administrator
Blakemore Recruitment - Reading
Employment Type : Full-Time
Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Skills and knowledge required: Deal with telephone, email enquiries. Assisting with onsite meetings. Maintain filing systems/client files. Scanning and indexing documents and emails to Virtual Cabinet. Preparing meeting packs for with relevant form...
IFA Sales Support Administrator
Blakemore Recruitment - Amersham
Employment Type : Full-Time
We are currently recruiting for a Financial Planning practice based in Amersham who are looking for an experienced IFA Administrator to join their team. Key Requirements and Skills: Good team working and liaison skills to deal effectively with tasks set and provide support for other team members An understanding of FCA regulations and guidelines relating to financial services clients Willingness to continue to develop knowledge of products and r...
IFA Technical Support
Service Service Employment Agency Limited - IP13LG
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. ...
Senior Sales Support - IFA
BWD Search & Selection - HG31AE
Employment Type : Full-Time
BWD are working with an expanding financial advisory business who are looking to hire two experienced sales support members to their experienced team. As a chartered financial advisory business who demonstrate year on year growth, our client has a proven track record of delivering independent financial advice to HNW individuals, families and trusts across the North and beyond. They offer a first class service to their clients and truly value the...
Senior Sales Support - IFA
BWD Search & Selection - LS224AE
Employment Type : Full-Time
BWD are working with an expanding financial advisory business who are looking to hire two experienced sales support members to their experienced team. As a chartered financial advisory business who demonstrate year on year growth, our client has a proven track record of delivering independent financial advice to HNW individuals, families and trusts across the North and beyond. They offer a first class service to their clients and truly value the...
Senior Sales Support - IFA
BWD Search & Selection - HG50AA
Employment Type : Full-Time
BWD are working with an expanding financial advisory business who are looking to hire two experienced sales support members to their experienced team. As a chartered financial advisory business who demonstrate year on year growth, our client has a proven track record of delivering independent financial advice to HNW individuals, families and trusts across the North and beyond. They offer a first class service to their clients and truly value the...
IFA Administrator/ Junior Paraplanner
Cranleigh Personnel - Andover
Employment Type : Full-Time
IFA Administrator/ Junior Paraplanner Location: Andover- with up to 2 days working from home Full training and mentorship to build Paraplanner knowledge provided Salary: Up to 32000 DOE plus bonuses Are you currently an IFA/Wealth Planning Administrator, looking for that step into Paraplanning? Or perhaps you are a Junior paraplanner looking to work directly with a Senior Paraplanner and relish the development opportunity? Would you thrive worki...
IFA Administrator to Paraplanner
Brevere Group - Cradley Heath
Employment Type : Full-Time
Are you an experienced Administrator from a Financial Planning environment looking to branch out into report writing and a paraplanning role? Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide support to the Financial Advisers and Paraplanning team. The successful candidate will have experience within a...