Employment Type : Full-Time
Our Client are a well established Boutique firm of Independent Financial Planners dealing with a client bank of High Net Worth clients. They offer a friendly and professional working environment where development is fully encouraged and supported. They now have an exciting opportunity for an experienced Financial Services Administrator to join their team based in Nottingham. The role of the Senior Financial Services Administrator will be to prov...
Employment Type : Full-Time
Senior Financial Services Administrator Nottinghamshire (our Ref AL1318) Salary 28,500 - 32,000 dep on exp full benefits package and hybrid working after probation period My client is an award-winning IFA and they now have an exciting opportunity for an individual with 2-3 years experience within a wealth management organisation to join their team as a Senior Financial Services Administrator. Main responsibilities of the role: To compile basic s...
Employment Type : Full-Time
Your new company An independent financial services consultancy based in Nottingham. Your new role As a Senior Financial Services Administrator, you will support the team of Financial Planners to achieve business objectives and complete tasks to a high standard. Key responsibilities will include providing research, client valuations, processing new business, producing basic suitability reports, liaising with clients and providers and keeping clie...
Employment Type : Full-Time
Senior Financial Services Administrator Location: Aylesbury, Buckinghamshire (Hybrid: 3 days in office, 2 remote) Salary: 30,000 - 40,000 benefits (dependent on experience and qualifications) We are looking for someone ready to be part of a transformative journey in financial services? MDG Professional Services Ltd. is looking for a driven professional to join our team in a role that blends operational excellence with technological innovat...
Employment Type : Full-Time
Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment? 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 holistic support to the Financial Advisers and Paraplanning team. The successful candidate will have in depth knowledge and underst...
Employment Type : Full-Time
Technical Support to Financial Advisers Hybrid Monday and Friday WFH Financial Services Experience essential Fram is excited to partner with a Chartered Wealth Management company based in West Essex. Our client works with High Net Worth (HNW) individuals, and they are looking for an experience Client Manager or Senior IFA Administrator to join their Advisor Support team. This opportunity has arisen due to a member of the client servicing t...
Employment Type : Full-Time
Our client a well established local business based in Swansea is looking to recruit a Financial Services Administrator on a fulltime permanent basis due to company growth. Working as part of an established team you will deal with the initial Bridging Application and associated paperwork before handing it over to the senior team who take it through to completion. This role will involve a lot of administrative duties, completing forms and all nece...
Employment Type : Full-Time
THE OPPORTUNITY: Macildowie are currently recruiting for a Financial Services Administrator working for a business based in Lemington Spa. This role is responsible for providing efficient and effective administrative support to a team of advisers and paraplanners. The role is focused on client service and client retention, ensuring that our promises to clients are delivered. With traditional mailing and telephone calls, the role holder will ensu...
Employment Type : Full-Time
THE OPPORTUNITY: Macildowie are currently recruiting for a Financial Services Administrator working for a business based in Lemington Spa. This role is responsible for providing efficient and effective administrative support to a team of advisers and paraplanners. The role is focused on client service and client retention, ensuring that our promises to clients are delivered. With traditional mailing and telephone calls, the role holder will ensu...
Employment Type : Full-Time
Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a professional environment with a client centric approach? If the answer to these questions is yes, this could be the ideal role for you. Due to continued success in providing fee based advice to HNW clients, this successfu...