Are you a driven and fully qualified Mortgage & Protection Advisor who wants the freedom of self-employment whilst enjoying the benefits of a qualified lead source, attractive commission splits, and an office space to use at your own discretion?
The role would suit a motivated professional, who can use their initiative and be able to prioritise work.
We are assisting a longstanding client in recruiting an IFA Administrator to join their current team of 8 administrators in Gerrard's Cross.
This is a highly varied role and a fantastic opportunity for the correct individual with a keen interest in financial services who wishes to embark on a path of continued professional development.
Posted by Premier Jobs UK Limited • £40K/yr to £45K/yr
You will be working closely with the Principal Financial Advisor, acting in a team leader capacity, whereby you will be managing the team workflow.
This Senior IFA Administrator / Team Leader job in Gerrards Cross provides opportunity to join a well-established IFA firm, providing holistic financial planning to private clients.
As such, you will be delegating tasks and also hosting regular team catch ups to identify outstanding actions and where additional support is needed.
Posted by Premier Jobs UK Limited • £30K/yr to £40K/yr
Alongside other support staff, you will be supporting a busy Financial Advisor, who writes a significant level of business.
You will play a key role in ensuring the Financial Advisor is appropriately prepared for client meetings and actioning post meeting tasks.
This IFA Administrator job in Gerrards Cross provides opportunity for an experienced individual, to join a well-established IFA firm, providing holistic financial planning to private clients.
This role would suit someone looking to work within a smaller firm, allowing more involvement with the Advice process.
The firm has the flexibility to mould the Paraplanner opportunity around each person's specific skillset and support with progression to Financial Adviser as this pathway tends to work well within the business.
A well-established IFA based in Uxbridge is now looking for a Paraplanner to join their team.
Our client is currently recruiting for customer service and sales advisors to start immediately due to their recent expansion and high client demand.
Dealing with all aspects of our client's sales, customer service and promotions campaigns, these are varied roles requiring dedication, flexibility and a can do attitude.