Posted by Blakemore Recruitment • £30K/yr to £32K/yr
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.
This company illuminate their client's financial world.
Building clarity and confidence in their mind and optimising every experience they have with them.
Posted by Austyn Smith Associates Limited • £27K/yr to £32K/yr
Are you a team player who can multitask and help us coordinate and develop our office support?
We are a small, established, boutique wealth management practice and are looking for someone who can work efficiently and accurately, work to deadlines and prioritise when necessary.
Are you looking for a challenging role that allows you to take ownership of your workload?
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.
Our client is seeking a Data Administrator to join their team on a temporary basis to focus on managing and advising on all administrative tasks related to school data systems and parent communication platforms.
This role is crucial in ensuring the smooth operation of our school's administrative functions, particularly in managing pupil progress data and parent engagement tools.
Our client is seeking a Data Administrator to join their team on a temporary basis to focus on managing and advising on all administrative tasks related to school data systems and parent communication platforms.
This role is crucial in ensuring the smooth operation of our school's administrative functions, particularly in managing pupil progress data and parent engagement tools.
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 two Financial Adviser.
Are you an experienced financial planning administrator, looking for a Senior IFA Administration role working with a close-knit team.
This role offers a generous package and opportunities for development.
Posted by Sheridan Ward Recruitment Services • £25K/yr
We are currently working with one of our lovely clients based in Uxbridge, who are looking for a new Sales Administrator to join their team!
Do you consider yourself a strong administrator?
We are looking for someone who has previous administration experience with order processing skills along with someone who has strong communication skills!