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.
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.
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.
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 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 Havant and South Downs College (HSDC) • £36K/yr
Executive Assistant to the Principal and Chief Executive
About the Role
Are you an organised, proactive, solutions orientated and highly professional individual with a passion to work in a dynamic and inspiring educational environment?
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 Financial Divisions • £28K/yr to £35K/yr
Plus: Bonus Excellent Pension & Private Health benefits
My client, are a boutique financial planning practice with offices based in South Buckinghamshire.
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.