Employment Type : Full-Time
Supporting the Advisors with Administration Providing a high level of customer service Working within FAC regulations The Role Our Client is looking for a full time Financial Services Administrator to join their friendly and enthusiastic team in Milton Keynes. The successful candidate will work in a team that deals with client queries relating to life assurance, pensions and investments as well as liaising with product providers and covering all...
Employment Type : Full-Time
Technical Adviser Support - 32,000- 36,000 An Independent and Chartered Financial Advisers in Manchester are seeking additional technical support. They're a company who will pay for and support you in completing industry relevant qualifications, that also have areas of the business you can progress into. The perfect candidate for this role is someone who’s done 'some' fund research and suitability report writing in addition to having a good admi...
Employment Type : Full-Time
Exciting Career Opportunity for a Technical Financial Administrator with Pathway to Paraplanning Are you an experienced Financial Administrator looking to take your career to the next level? We have a fantastic opportunity with one of the UK's leading, award-winning independent financial advisory firms. This client-facing, highly technical role offers excellent support for your professional growth, with a clear pathway towards Paraplanning. Our ...
Employment Type : Full-Time
Our client is a global financial services business, providing loan servicing to residential and commercial customers. They have a growing portfolio of clients and need to add to their customer services team within their buy-to-let division. As a customer service advisor / buy-to-let officer you will work across a portfolio of loans with multiple clients, undertaking a a range of loan servicing activities post completion. Ensuring service level a...
Employment Type : Full-Time
Location Hybrid Working Minimum 3 days in the Leamington Spa office Benefits: Full Time - 8:30-4:30 Monday to Friday with 1 hour lunch. Salary 25,000 - 35,000 Based on experience 20 days holiday, plus bank holidays. 1 day extra per year of service up to a maximum 28 days Competitive pension contributions Free death in service, subject to qualifying criteria, commencing after three months continuous service. Company Description Established in 196...
Employment Type : Full-Time
Are you an adept Financial Administrator within Private Client Wealth Management? Our client has provided straightforward independent financial advice for many years in the Kent area and has built up a solid reputation with their clients and local professional services firms, who help supply them with a steady stream of new business enquiries. They offer a straightforward non jargon based holistic approach to advice, taking the time to understan...
Employment Type : Full-Time
Are you an adept Financial Administrator within Private Client Wealth Management? Our client has provided straightforward independent financial advice for many years in the Kent area and has built up a solid reputation with their clients and local professional services firms, who help supply them with a steady stream of new business enquiries. They offer a straightforward non jargon based holistic approach to advice, taking the time to understan...
Employment Type : Full-Time
Are you an adept Financial Administrator within Private Client Wealth Management? Our client has provided straightforward independent financial advice for many years in the Kent area and has built up a solid reputation with their clients and local professional services firms, who help supply them with a steady stream of new business enquiries. They offer a straightforward non jargon based holistic approach to advice, taking the time to understan...
Employment Type : Full-Time
Are you an established Financial Administrator looking to settle into a company who offer a stunning work environment, supporting one Financial advisor per Administrator for esteemed ultra high net worth clients, making this a technical and interesting role? If so, then this could be the right opportunity for you! This role also offers home working after training and you will join a very setted low turn over team. Should you wish, there is the o...
Employment Type : Full-Time
Technical IFA / Wealth Planning Administrator Location: Leamington Spa Salary: 26,000 - 35,000 Are you an IFA / Wealth Planning Administrator seeking your next career opportunity? Do you find yourself in a situation where: You desire to work for a family-oriented business that values its employees while offering excellent benefits and established processes? You believe your hard work isn't reflected in your salary and know you deserve mo...