As an Account Administrator you will be responsible for managing financial transactions maintaining accurate records and assisting with various accounting tasks.
Our client is seeking a detail orientated and organised individual to join their team as an Account Administrator.
This role will be considered as full time or part time (minimum of 32 hours per week).
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.
Mbf are working with one of the UKs foremost Financial Planning & Investment Management organisations; the client has a strong history and a fantastic reputation.
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.
As an IFA Administrator, you will play a crucial role in supporting our Independent Financial Advisers (IFAs) in delivering exceptional service to our clients.
Lloyd Recruitment Services are delighted to be recruiting on behalf of a well established and highly reputed Independent Financial Advisers that specialise in providing comprehensive financial planning and investment management services to HNW individuals.
As they continue to expand, they are seeking a dedicated and talented individual with previous experience within an IFA environment to join their administration team.
Our client is looking for a Financial Administrator to join their team in Surrey.
Key Responsibilities
Deal effectively with queries from clients and other parties through effective communication.
Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties.
We are currently recruiting for a Financial Planning practice based in Woking 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.
An excellent opportunity for an experienced and dedicated IFA administrator to join a well established, Independent Financial Adviser based on the outskirts of Woking.
The position is fully office based.
Must have previous experience working for an IFA, a mature professional attitude and the ability to produce accurate and detailed work to a consistently high standard.
We are now seeking an additional Pensions Administrator to join our team as the business grows.
The role could suit candidates with previous administrative experience from a pensions, wealth management, investments or IFA related role as we can provide training on specific our products and services.
We are a successful and well established Investments and Pensions company who have grown due to acquisitions.