Posted by Ernest Gordon Recruitment Limited • £40K/yr to £50K/yr
IFA Administrator (Financial Advisory Services)
£40,000 to £50,000 DOE Private Pension 22 Holiday Days Progression
Are you an IFA Administrator wanting develop yourself to a paraplanner in a stable and growing independent financial advisory business, where you can be an integral part of the team, be able to learn from those around you and have the chance to grow your career in the industry?
Posted by Ernest Gordon Recruitment Limited • £40K/yr to £50K/yr
IFA Administrator (Financial Advisory Services)
£40,000 to £50,000 DOE Private Pension 22 Holiday Days Progression
Are you a Paraplanner who wants to become chartered in a stable and growing independent financial advisory business, where you can be an integral part of the team, be able to learn from those around you and have the chance to grow your career in the industry?
To assist in the efficient and effective management of our parts department, including portraying a professional image to both our customers and our team.
To deal with enquiries and telephone calls as required including receiving, recording incoming customer service calls and parts orders.
General
Forkway are one of the UK's leading materials handling solutions providers with around 100 employees across three Handling Centres and a number of strategic service centres.
Posted by Blakemore Recruitment • £40K/yr to £45K/yr
We are currently recruiting for a small Financial Planning practice based in Amersham who are looking to recruit a Senior IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm.
This role will included speaking clients on a daily basis.
You will also need to be highly organised as you will be looking after the admin side of the Annual Review process.
Posted by Blakemore Recruitment • £35K/yr to £40K/yr
General
We are currently recruiting for a Financial Planning practice based in Amersham who are looking for an experienced IFA Administrator to join their team.
Key Requirements and Skills
An understanding of FCA regulations and guidelines relating to financial services clients.
Good team working and liaison skills to deal effectively with tasks set and provide support for other team members.
Great news, I am about to source for a wonderful IFA Financial company a Financial Services Practice Manager linked senior support & Administrator.
If you are hugely skilled linked to supporting on the Admin side the Financial Advisors and Paraplanning report supporting the client banks and have Pensions and Investment Admin skills then you can apply and must have a minimum of around 5 years skills ideally and the salary is linked to up to 40k and potentially more for sure.
The role is hugely linked to the notes lined up below including supporting the report writing linked to advisors who do advising and paraplanning.