Our Clients, Wealth Managers based in Buckinghamshire, in beautiful surroundings, provide friendly and highly professional financial advice to HNW Private Clients and business in the local area.
Areas of advice are retirement planning, investment and saving advice, pensions, inheritance tax, estate planning, mortgages, equity release or employee benefits.
They require additional support in the Capacity of IFA Client Support Administrator
This is an office-based role in beautiful offices near High Wycombe, with an employer who genuinely cares about employee well-being.
Job Description
Recruit UK is working on an excellent opportunity for an experienced Financial Planning Administrator to join a friendly, boutique IFA firm near High Wycombe.
My great Client a wonderful Financial Services Team in Buckinghamshire is actively looking to recruit a SKILLED FINANCIAL SERVICES ADMINISTRATOR OFFICE BASED.IT IS A PERMANENT ONLY FINANCIAL SERVICES ADMINISTATOR.
You will need to be skilled within the IFA Financial Services Administration skills linked to both pensions and Investments and the ability to support the Advisors, Paraplanners and also the Clients on doing the Administrative which you MUST BE SKILLED AT.
Our client a leading specialist in their industry are looking for a Client Relationship Manager to join their team.
The role will be within the Administration department and the ideal candidate will have previous work experience in financial services, with good attention to detail and the desire to learn a variety of processing tasks in a busy office environment.
This is a full time office based role with no hybrid working.
We are currently recruiting for a highly regarded Financial Planning practice in Penn who are looking for an experienced IFA Administrator to join their team.
This is an office based role.
This company illuminate their client's financial world.
Our client a leading specialist in their industry are looking for a Senior Administrator/Client Relations Manager to join their team.
The role will be within the Administration department and the ideal candidate will have previous work experience in financial services, with good attention to detail and the desire to learn a variety of processing tasks in a busy office environment.
This is a full time office based role with no hybrid working.
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