Posted by Blakemore Recruitment • £30K/yr to £35K/yr
We are currently recruiting for a Financial Planning practice based in Gerrards Cross who are looking for an experienced IFA administrator to join their team.
Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office.
This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance.
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.
We are seeking a highly organised and detail-oriented Wealth Administrator to join our team in our Buckinghamshire based office.
The ideal candidate will possess strong skills in wealth/IFA administration, diary management, and adviser support, alongside excellent communication abilities and proficient IT skills.
Are you a Wealth/IFA Administrator looking to elevate your career
Want to join a highly respected, boutique, wealth management business?
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.
You will also need to be highly organised as you will be looking after the admin side of the Annual Review process.
This role will included speaking clients on a daily basis.
Posted by Blakemore Recruitment • £30K/yr to £38K/yr
We are currently recruiting for a Financial Planning practice based in High Wycombe who are looking for an experienced IFA administrator to join their team.
Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office.
This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance.
Are you a motivated individual with a passion for finance
Are you a talented and motivated individual with a passion for finance, are you looking for a dynamic and rewarding career opportunity?
Our client, a leading company in the life sciences supplies industry, is seeking a detail-oriented and motivated individual to join their finance team.
With a strong reputation in the market, they are committed to delivering high-quality products and services to their global customer base.
Posted by Get Staffed Online Recruitment Limited • £28K/yr to £32K/yr
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.
A well established business based in the heart of Beaconsfield is currently looking for a finance assistant to come into their modern offices and add value in the following areas:
Managing business queries, billing dates & contracts
Recording all invoices onto the system and ensuring all information is correct
Posted by Blakemore Recruitment • £35K/yr to £37K/yr
We are currently recruiting for a small Financial Planning practice based in Leighton Buzzard 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.
This role offers hybrid working 3 days in the office and 2 days from home.