My client is a Regional based IFA firm and have an opportunity in either their Bath or Exeter office which offer hybrid working and after probation 2 days in the office only.
Are you looking to move into full-fledged paraplanning role and keen to explore opportunities that can encourage that move.
Are you part way or fully Level 4 Diploma and seek a fresh new existing opportunity, then look no further.
Mbf are working with a very well-established Financial Planning & Investment Management organisation; the client has a strong history and a fantastic reputation.
Their current requirement is for an experienced IFA Administrator to join the business to provide comprehensive support to a team of successful financial planners and a portfolio of HNW clients.
They have a national presence but have managed to retain their close-knit, friendly environment - the financial planning division has grown considerably over the past few years with ambitious growth plans for the short-, medium- and long-term future.
IFA Administrator Join a Leading Wealth Management Firm that provides hybrid working!
This is an opportunity to work for a thriving financial planning and discretionary investment management firm that is dedicated to improving people's relationship with their wealth.
Are you a detail-oriented IFA Administrator with a passion for delivering outstanding client service?
Posted by PBR Executive Search Limited • £40K/yr to £45K/yr
The Role
You will be responsible for the financial management of the portfolio.
This is a pivotal role, you will have responsibility for a portfolio of clients, you'll have the opportunity to take a lead role in developing the portfolio.
You'll need to ensure the staff under your responsibility are mentored, developed, and helped to thrive.
Posted by Morgan McKinley • £30,636.71/yr to £36,207.02/yr
Our client is seeking a Finance Manager with strong experience in projects to join their team based in Bath.
You will play a key role in the delivery of key projects.
This role offers an attractive salary of £50,000 - £65,000 (dependant on experience) and the opportunity to work within a dynamic environment where your skills and experience will be utilised to positively impact performance whilst leading and managing a successful team.