Employment Type : Full-Time
About Us, Our Clients and Our People Berkshire IFA is an ambitious and growing company committed to our Clients, the outcomes they are seeking, and to our team of people who will help our clients achieve these outcomes. We support all of our team in their own journey both professionally and on a more personal level. We do this by supporting all training and development and offering package of benefits designed to look after our people’s health a...
Employment Type : Full-Time
My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs. We are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include d...
Employment Type : Full-Time
We are recruiting for this well regarded financial planner who are looking for an experienced IFA Sales support administrator to join. The role is a mix between administration with a high level of analytical skills required. Experience required: A minimum of two years of experience working in a financial planning services administration role. Strong IT skills (preferably with experience using experience of IO and Excel desirable). Excellent atte...
Employment Type : Full-Time
Job Title: Independent Financial Advisor (IFA) Administrator Location: The City, London Salary: 28,000 - 30,000 Key Benefits: Work-Life Balance: Flexibility for one day working from home from the get-go, increasing to 3 days post probation Progression pathway: Pathway to Junior Paraplanner upon the completion of the Level 4 Diploma is encouraged Exam Support: Structured training plan in place and support for professional exams Employee Benefits:...
Employment Type : Full-Time
Job Advertisement: Junior Client Support - Adviser Support Location: Manchester City Centre Salary: 26,000 - 31,000 (depending on experience) Hours: Full-time, 9am - 5pm, Monday to Friday About Us Our client is a well established, employee owned firm of Chartered Financial Planners based in Central Manchester. They specialise in providing tailored financial planning solutions to HNW private clients and businesses, mainly across the North-West. R...
Employment Type : Full-Time
IFA Administrator Plymouth Office based role Up to 31k This role is best suited to an those with 1 year of IFA Administration experience. The company is looking for administration support, with the option for the individual to progress into a paraplanner going forward. Salary up to 31k. The Business The business is a small financial advisory firm who have been in operation for over 20 years and specialise in investments, pensions, trusts, annuit...
Employment Type : Full-Time
Due to a exciting recent acquisition my client who are a Fareham based whole of market financial planning practice are expanding their team with opportunities for a experienced IFA administrator who is ambitious to train as a Paraplanner, or a experienced Paraplanner looking to train as a IFA and shadow a highly experienced adviser possessing many years of financial planning knowledge . Duties Supporting a team of financial planners with whole o...
Employment Type : Full-Time
Our client is a successful and established IFA firm based in Hove and they are currently looking for an 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 however we will consider limited experience from an IFA firm or even someone from a product provider as long as its Financial Services The client i...
Employment Type : Full-Time
Our client is a successful and established IFA firm based in Haywards Heath and they are currently looking for an 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 however we will consider limited experience from an IFA firm or even someone from a product provider as long as its Financial Services Th...
Employment Type : Full-Time
Our client is a successful and established IFA firm based in Hove and they are currently looking for an 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 however we will consider limited experience from an IFA firm or even someone from a product provider as long as its Financial Services The client i...