pa to an ifa Jobs - 72
Personal Assistant
Finlink Ltd - CF245EA
Employment Type : Full-Time
Co-ordinator Hybrid working Cardiff Up to 35k This role is best suited to individuals with experience as a Personal Assistant within finance. You will be supporting the head of department in a large Financial Services firm on a Hybrid basis. Salary up to 35k. The Business The business are an FCA-regulated, growing IFA Network. They are a robust, institutionally backed group, with a diverse, supportive, and highly experienced team. They have been...
Personal Assistant
Finlink Ltd - NG21EN
Employment Type : Full-Time
Personal assistant to CEO Hybrid working Nottingham Up to 35k This is best suited to individuals with experience as a personal assistant within financial services. Within a hybrid capacity you will be working directly with the CEO of a long-standing Financial Advisory firm, allowing you to learn and grow within the company. Salary up to 35k. The Business The business are a well-established financial advisory firm who have been in operation for o...
Executive PA
Recruit UK - NG11AQ
Employment Type : Full-Time
Job Title: Executive PA Industry: Financial Advice Location: Nottingham Salary: up to 35,000 Job ref: 9486 Job Description: Are you an experienced and proactive Executive PA looking for your next challenge in Financial Services? Do you thrive in a dynamic environment where no two days are the same? If so, we want to hear from you! We are seeking an organized and professional Executive PA to provide high-quality support to one of the Senior Manag...
Experienced IFA Administrator & PA
Appointed ltd - Portsmouth
Employment Type : Full-Time
Boutique financial planning practice in Portsmouth servicing circa 150 households of upwards of 500k have a opening within their beautiful modern offices for a experienced Financial Services Administrator/PA to join their small successful team. You will work hand in hand with the Director and his current Financial Administrator/Paraplanner as she transitions into a Financial Planner role. This is a very varied administrative role covering whole ...
PA to an IFA
Coast Specialist Recruitment - Colchester
Employment Type : Full-Time
A uniqure role for the Colchester area has arisen within a reputable IFA. The position will involve : Assisting advisers in putting together their factfinds and ensuring they are fully and accurately completed before being passed to paraplanners for a report. Assisting advisers with client emails, calling clients back for certain enquiries and potentially helping advisers with their diaries. Some technical assistance to advisers, but not extensi...
IFA Administrator
Finlink Ltd - DL62NA
Employment Type : Full-Time
IFA administrator Northallerton Hybrid Up to 29,000 This role is for you if you have experience as an IFA Administrator and you’re looking for a new challenge. You will benefit from joining a large team where you will receive support and exposure to an abundance of knowledge enabling you to develop. There are exciting growth plans in place, providing you with the opportunity to progress within a thriving and successful business. The Business The...
Senior IFA Administrator
Square Peg Associates Ltd - Bury
Employment Type : Full-Time
My client is an Independent Financial Planning firm based in Bury, Gt Manchester. As a Senior IFA Administrator, you would have good knowledge of processing investments and pension transfers as well as checking fact finds, preparing & processing authority letters, preparing review packs, creating new client packs and more. Salary: - Competitive for your experience - 27 - 35k per annum, dependent upon your skills and experience. Negotiable. T...
IFA Sales Support Administrator
Wallace Bates Limited - SG141AB
Employment Type : Full-Time
Our client is a long-established award-winning IFA based. Due to expansion, they are now looking for a Sales Support administrator to join their existing support team. The role will be to provide support to the paraplanners and chartered financial wealth advisers. As pa Sales Support Administrator duties will include checking paperwork before proposals are submitted, valuations, dealing with fee queries and admin support to assist in completing ...
PA and Financial Services Administrator
Service Service Employment Agency Limited - NR66BF
Employment Type : Full-Time
Are you a practice experienced IFA Administrator looking for a new role in the sector. My client is one of the largest Financial Planning firms in the county of Norfolk, they currently have a vacancy for a Personal Assistant who will also act as a Financial Services Administrator with exposure to Paraplanning duties such as report writing and research, assisting one of the Directors of the company (please note you do not need to have carried out...
PA to Independent Financial Adviser
Coast Specialist Recruitment - Colchester
Employment Type : Full-Time
A uniqure role for the Colchester area has arisen within a reputable IFA. The position will involve : Assisting advisers in putting together their factfinds and ensuring they are fully and accurately completed before being passed to paraplanners for a report. Assisting advisers with client emails, calling clients back for certain enquiries and potentially helping advisers with their diaries. Some technical assistance to advisers, but not extensi...