Employment Type : Full-Time
Our client is a successful and established IFA firm based near Worthing and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to 35000 plus benefits. If you are an experienced FS Administrator or Jun...
Employment Type : Full-Time
A long established, well appointed IFA practice with a local presence in Essex are keen to take on an experienced IFA/Adviser to service their existing clients. T his job description is designed to outline a range of main duties that may be encountered. Responsibilities: Preparation of suitability letters covering investments, pensions, inheritance tax and protection - delivering accurate, well-drafted and compliant advice Undertaking research t...
Employment Type : Full-Time
Our client is a successful and established IFA firm based in Hove and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to 32000 plus benefits. We can also offer Hybrid working with 3 days from home ...
Employment Type : Full-Time
IFA Wealth Manager near Stowmarket needs a good administrator We are looking for a candidate who can deal with the administration of new business including keying the online applications and added to the back office etc. Also, the ongoing servicing requirements and review administration and reporting for the existing client bank. We would want a candidate who is able to produce review reports, conduct research and potentially deal with the resea...
Employment Type : Full-Time
IFA Administrator York 25,000 to 32,000 We are working closely with a well-established Wealth Management firm specialising in providing holistic financial services to their well established client bank. Due to continued growth, they are now looking to recruit an experienced Financial Planning Administrator/Trainee Paraplanner to join their team. What's in it for you? Excellent basic salary Excellent bonus scheme 25 days holiday Birthday Bank Hol...
Employment Type : Full-Time
Our client is a successful and established IFA firm based in Sussex and they are currently looking for an experienced IFA Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to 32000 plus benefits. We can also offer Hybrid or even remote working b...
Employment Type : Full-Time
Our client is a successful and established IFA firm based in Sussex and they are currently looking for an experienced IFA Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to 32000 plus benefits. We can also offer Hybrid or even remote working b...
Employment Type : Full-Time
IFA administrator/Technical Administrator, Edgbaston, Hybrid, Up to 37,000 This role is best suited to an experienced IFA administrator that is confident completing administration duties, and also comfortable completing annual reviews and basic suitability reports. In addition to a generous salary, the business will provide exam support all the way to Chartered, and there is progression should you be after it. The Business The company is a thriv...
Employment Type : Full-Time
IFA Administrator/Paraplanner Cheltenham area Office based role Up to 30k This role is best suited for candidates who have experience as an IFA Administrator, writing basic annual review reports is desirable but not required. Progression potential to a Paraplanner and Advisor going forward. Salary up to 30k. The Business The business is a directly authorised Independent Financial Advisory firm who have been in operation for over 20 years and off...
Employment Type : Full-Time
The opportunity has arisen for a Financial Planning Administrator to join a well-established Financial Services Practice in Glasgow city centre which provides a highly personalised financial planning and investment management service. During a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business. The firm has the flexibilit...