A regional directly authorised Advisory firm based in Brighton, dedicated to providing top-notch financial advisory services are seeking a dedicated IFA Administrator to join the team.
You will play a vital role in providing timely and efficient support to our Advisers, in conjunction with the Paraplanners.
Posted by Recruitment Solutions (Folkestone) Limited • £25K/yr to £29K/yr
A leading, reputable wealth manager currently requires an experienced Client Support Assistant / Administrator, to join it's vibrant and friendly team.
An extremely exciting career opportunity for a motivated and ambitious individual to develop, with the opportunity to ultimately get into advice.
An exceptional package with genuine career progression.
As an IFA administrator you will provide all 'Pre' and 'Post' advice administration support including engagement letters, letters of authority, setting up and maintaining client files, obtaining valuations and illustration reports, obtaining quotes and processing new business, transfers and withdrawals.
This is a fantastic opportunity for someone who's already supporting Financial Advisers to work with a fantastic business, increase their knowledge and experience and have opportunities to further their career in the future.
Posted by Financial Divisions • £35K/yr to £40K/yr
General
ADVISER SUPPORT ADMINISTRATOR ( SJP)- exceptional opportunity to provide dedicated support
My Client is an exceptionally progressive and personable Financial Adviser with a very strong Portfolio of Clients actively looking to offer this incredibly varied and interesting support role to an experienced Financial Administrator looking for a challenging and exciting role which will evolve as you settle in.
Opportunity Highlights
This role will suit someone who "loves the work they do" and wants to provide a support system to a top charismatic Adviser.
Posted by Financial Divisions • £35K/yr to £40K/yr
General
My Client is an exceptionally progressive and personable Financial Adviser with a very strong Portfolio of Clients actively looking to offer this incredibly varied and interesting support role to an experienced Financial Administrator looking for a challenging and exciting role which will evolve as you settle in.
To £40k, all-encompassing role in a vibrant business.
Opportunity Highlights
This role will suit someone who "loves the work they do" and wants to provide a support system to a top charismatic Adviser.
Posted by North Oak Recruitment Ltd • £21K/yr to £25K/yr
Salary to £25,000 pa dep on exp benefits
My client is an award-winning wealth management company and they now have an exciting opportunity for an individual to join them on a 12-month contract to cover maternity leave.