This employed Financial Adviser job in Shrivenham provides the opportunity to takeover an existing client bank £10m.
As a Financial Adviser, you will be taking over the responsibility of managing the client's financial planning and maintaining a strong ongoing relationship.
You should look to identify new fee income and business opportunities to grow the portfolio.
This IFA Client Support Associate job is available for experienced individuals keen to support Financial Advisers deliver excellent service to clients
As an IFA Client Support Associate, you will be actively supporting their busy Financial Advisors through carrying out high quality research and writing detailed reports.
This IFA Administrator job provides opportunity for an experienced individual to join a growing financial planning firm, that supports career progression
As an IFA Administrator, you will be actively providing support to the team of busy Financial Advisers and Client Support Associates, to assist them in completing their daily duties.
Your responsibilities will include: Actioning daily tasks through identifying what's required, what's outstanding and working with the Advisers, other team members to complete these items
We are seeking a proactive and organised Administrator to be the first point of contact for our client, providing exceptional support to both internal and external sales teams.
You will be part of an ever growing business that really values their employees!
The ideal candidate will be adept at managing a variety of administrative tasks, including logging all leads and assign as relevant using our CRM systems.