We are looking for a dedicated IFA Administrator to join our team.
This role requires a detail-oriented individual who can manage varied business types, including investments, pensions, protection, and sometimes mortgages
The successful candidate will be responsible for obtaining provider information, processing new business, and ensuring compliance with our New Business Process.
Accounts Administrator within a leading manufacturing business with clients UK & Ireland based, you'll play a crucial role in supporting the Office Manager.
As part of their growth, they have a fantastic opportunity for an Accounts Administrator to join their business and offer a fantastic opportunity for a newly qualified AAT professional looking to start their career within accounts.
As an Accounts Administrator within a leading manufacturing business with clients UK & Ireland based, you'll play a crucial role in supporting the Office Manager.
As part of their growth, they have a fantastic opportunity for an Account Administrator to join their business and offer a fantastic opportunity for a newly qualified AAT professional looking to start their career within accounts.
An established, multi-office Wealth Management firm with offices across the UK, is seeking a Financial Planning Administrator to join their team, supporting Financial Planners and Office Managers.
Full time or Part time considered
Do you have a strong eye for detail, a knack for organization, and a commitment to delivering exceptional client service?
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Are you a financial planning administrator, looking for a new role with opportunities to develop onto paraplanning and study for industry exams, with a hybrid working pattern.
Duties for this role will include
To provide business support to Financial Advisers, working within the agreed business objectives.
We are looking for a dedicated Senior IFA Administrator to join our team.
This role requires a detail-oriented individual who can manage varied business types, including investments, pensions, protection, and sometimes mortgages
The successful candidate will be responsible for obtaining provider information, processing new business, and ensuring compliance with our New Business Process.
Posted by WEALTHLINK RECRUITMENT LTD • £25K/yr to £30K/yr
W are working with a national financial planning business who are looking to bring on a Financial Planning Administrator in their Staffordshire office.
In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients.