Our client is a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Milton Keynes offices.
The successful candidate will act as the point of contact for client queries with regards to pensions and investments as well as liaising with product providers and covering all aspects within the general office administration.
So, if you want to be part of a growing team and join our exciting journey contact us in confidence to find out more.
LionHart is forged from our cornerstones of epic customer service, cutting edge technology, and being driven by getting the best results for our clients & partners.
If you have the desire to earn well above your basic salary, a wealth of regulated advisory experience with a focus on Mortgages, Insurance & Protection, we want to talk to you!
BASIC SALARY: £40,000 - £50,000
We are proud to provide a high level of service to customers across the UK, and as we continue to grow and evolve, we find ourselves needing our next protection specialist.
Following an extremely successful period of business, our client is now looking to expand by adding a new experienced Financial Advisor to the Financial Planning team.
Working closely on Investment, pension, and Inheritance tax planning, as well as providing small businesses with pension/protection advice.
Provide administrative support to our team of Financial Advisers.
General
This is an excellent opportunity for someone looking to progress their career and become a Financial Adviser over time with study and exam support along the way, as well as £1000 added to your salary for every exam you pass to becoming Level 4 qualified.
We are a friendly financial services firm seeking an experienced IFA Administrator to join our team.
Basic Sage accounts would be an advantage to assist the Office Manager in absence but not essential.
You will have exceptional administration skills, with experience in MS Office and basic Excel.
Essentially you will have proven experience in the automotive industry working in a customer service focused role, with ability to multi-task and adapt to changing priorities.
The successful candidate will work closely with their Financial Advisers by providing technical support in the process of servicing the Clients' Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients' existing and potential arrangements.
IRC is delighted to be recruiting on behalf of our client, a national firm of IFA's for an experienced Paraplanner to join their team based at their Milton Keynes offices.
After assessing these against the client's financial objectives, you will produce timely and compliant Financial Planning