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.
This national IFA firm is currently seeking a financial planning administrator to work as part of their team in Ramsey
In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
This firm offers excellent training and support and the opportunity to progress your career within the firm.
We are currently recruiting for a boutique Wealth Management firm in Berkhamstead who are looking to recruit a Financial Planning Administrator
Primarily prepare for client meetings, manage and process all aspects of pre-sale and post-sale administration to ensure cases are chased through pipeline as quickly as possible.
To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice.
Our client, a well established Financial Services organisation, are looking to recruit an Administrator to work in a small team of 6 supporting a global clientele.
Client Administrator - Industry qualifications / training provided - £25,000 - Ideal 1st / 2nd Job - Mon-Fri Office based
IT literate, you must be comfortable with Word and Excel and general Microsoft products as well as possessing strong numeracy skills as much of the administration is processing number-based data, with some accounts processing duties.
This national IFA firm is currently seeking a financial planning administrator to work as part of their team in Hertford.
In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
This firm offers excellent training and support and the opportunity to progress your career within the firm.