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.
Fast paced, varied and demanding.
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.
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 experience of working within a Financial Advisor firm as an Administrator to be considered.
You will need to be a strong team player with good interpersonal skills and the ability to communicate effectively with both colleagues and clients.
An Independent and Chartered Financial Advisers in Manchester are seeking additional support.
As Adviser Support your role will includes processing new business applications, handling fund switches, surrenders, and withdrawals.
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.
We are in search of a dedicated Estate Planner who will be responsible for conducting in-home consultations to assist clients in drafting and creating wills.
The ideal candidate will take the time to thoroughly understand clients' requirements, providing personalised guidance on the use of wills, trusts, and lasting powers of attorney to protect their estate and loved ones.
To prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and Partners.
To ensure that the preparation of advice for clients (internal and external) is of the highest quality and is prepared in a timely manner.
General
Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners based in Cheadle, Cheshire.
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 experience of working within a Financial Advisor firm as an Administrator to be considered.
You will need to be a strong team player with good interpersonal skills and the ability to communicate effectively with both colleagues and clients.
They are currently seeking to appoint an experienced whole of market mortgage broker to work from home either over the phone or virtaully advising on quality pre-qualified appointments.
Our clients are a is a newly created mortgage brokerage and are the trading style of a long-established IFA firm.