You will need experience of working within a Financial Advisor firm as an Administrator to be considered.
My client is a well-known North West based Independent Financial Adviser firm and they are looking for an IFA Administrator to provide support to a team of Independent Financial Advisers in their Manchester office.
You will need to be a strong team player with good interpersonal skills and the ability to communicate effectively with both colleagues and clients.
We urgently seeking an experienced Administrator to join an existing team who are responsible for providing Administration support for both the Financial Advisers and Directors of the business.
Specifically you'll be responsible for the following:
My client is a fully independent nationwide Financial Advisory firm, providing sound Financial Advice to both businesses and individuals across Pensions, Retirement Planning, Estate Planning, Tax and Investments.
You will need experience of working within a Financial Advisor firm as an Administrator to be considered.
My client is a well-known North West based Independent Financial Adviser firm and they are looking for an IFA Administrator to provide support to a team of Independent Financial Advisers in their Manchester office.
You will need to be a strong team player with good interpersonal skills and the ability to communicate effectively with both colleagues and clients.
We are currently seeking an Administrator our our client who are a Stop Smoking Service based in Accrington for an initial 1 month contract but likely to be extended.
The position is to start immediately on a Full Time contract Monday to Friday from 9 to 5.
Our private client administration teams work closely with the financial advisers and paraplanners to ensure that we deliver the best possible service to both new and existing clients.
Supported by our experienced operations management and learning and development team, our client support administrators receive full industry training to ensure their knowledge is of a high standard.
As an Administrator, you will play a crucial role in ensuring the smooth operation in the office.
We are seeking a highly organised and detail-oriented Administrator to join a wealth management firm, within their pensions department.
Your responsibilities will include accounts tasks such as payroll and invoicing, and providing administrative support to Client Managers and Consultants.
This Administrator role within the Secretarial & Business Support department of an Education organisation calls for an individual who can effectively handle administrative duties and support the team.
The successful candidate will be detail-oriented, highly organised, and able to work well in a team setting.
The organisation is a respected, medium-sized, Education entity that is dedicated to providing quality education to its community.
To provide an effective and efficient administration service to the Advisers and Head Office as required.
To assist Paraplanners and Advisers with the processing of cases.
General
Bond Recruitment is delighted to be recruiting an experienced Financial Planning Administrator on behalf of our client, a very successful and well-established firm of Financial Planners based in Cheadle, Cheshire.
An Independent Financial Advisers in Bury are looking for a Client Services Administrator to help organise and support their Advisers.
Responsibilities will include: Provide "Pre Sales" administration support to Paraplanner/Advisers, including Preparation of Engagement Letters, provision of Letters of Authority/Change of Agency Letters, downloading of Fact Find for completion, Client Agreement, Obtaining Provider Application Forms, setting up File for new clients, obtain valuations of existing client policies, obtaining quotes, as requested.