Posted by Financial Divisions • £28K/yr to £35K/yr
My client, are a boutique financial planning practice with offices based in South Buckinghamshire.
Plus: Bonus Excellent Pension & Private Health benefits
They have been offering financial advice to their private clients for over 20 years and have an excellent reputation for providing the highest levels of financial advice to High Net Worth private clients who are a mixture of business professionals, retirees, accumulators and families.
Posted by Get Staffed Online Recruitment Limited • £28K/yr to £32K/yr
Due to internal promotion, our client is seeking a confident and experienced IFA Administrator/Adviser Support to provide pre- and post-advice support to their advisers, paraplanner and other team members.
Posted by Sheridan Ward Recruitment Services • £29K/yr
Sheridan Ward is excited to be working with a client who are based in Denham, they are looking to bring on board a hard working and proactive sales and order coordinator!
This role is extremely varied including admin, customer service, order processing and accounts admin duties (invoicing)
The ideal experience would be somebody who enjoys speaking with customers over the phone, can pro-actively problem solve and deal with any issues and has a positive and outgoing personality!
Posted by Financial Divisions • £28K/yr to £35K/yr
My clientis a South Buckinghamshire-based boutique financial planning firm.
Bonus Excellent Pension and Private Health benefits
They have been providing financial advice to their private clients for more than 20 years, and they have a stellar reputation for giving high net worth private clientsa mix of families, retirees, business executives, and accumulatorsthe best possible financial guidance.
Posted by Blakemore Recruitment • £30K/yr to £32K/yr
This company illuminate their client's financial world.
We are currently recruiting for a highly regarded Financial Planning practice in St Albans who are looking for an experienced IFA Administrator to join their team.
Building clarity and confidence in their mind and optimising every experience they have with them.
This is an exceptional opportunity to join a reputable firm who believe in putting the client experience and outstanding service at the forefront of our proposition, they are looking for a techsavvy and hard-working administrator, who wants to learn and develop in a financial services environment.
Fantastic opportunity to building a career in Wealth Management with the support of a close-knit team in well established financial planning firm.
Duties for this role after training
Issue signed letters of authority (LOA) and transfer of agency (TOA) to providers and obtain standard policy information.
You will be required to support in FINANCIAL SERVICES ADMINISTRATION THE FINANCIAL ADVISORS AND PARAPLANNERS ON THE ADMINISTRATIVE SIDE AND GET DEVEOPED - You need ADMINISTRATION skills and a link to FINANCIAL SERVICES in order to cover the Admin role very well.
Wonderful role opportunity in the Buckinghamshire area for a Skilled Financial Services Administrator or candidate linked to it at a more junior level for office based IFA Firm 9am to 5pm : ).
The SUCCESSFUL candidate SHOULD be able to demonstrate a stable employment history and 2 years' experience within an IFA practice.