Posted by Financial Divisions • £60K/yr to £75K/yr
My client are a tied Financial Advice firm and operate with support from a large network.
Operating out of several offices in across the South and Southeast, they offer financial advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to their clients.
They also offer Wills and Trusts as well as Powers of Attorney assistance and a string of other services.
Posted by Financial Divisions • £30K/yr to £35K/yr
This role is a great opportunity to work with a well-run, professional Financial Advice business, who has an excellent record as both an employer and as a provider of conscientious, ethical and holistic advice on wealth management services.
We are delighted to be working in partnership with one of the leading Financial Planning businesses in North Hampshire.
They are based in plush modern offices based in the heart of Alton and are looking to recruit an experienced Financial Planning Administrator to join their hugely social team.
Posted by Robinson Financial Careers • £28K/yr to £35K/yr
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Farnborough.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
Posted by Financial Divisions • £25K/yr to £32K/yr
My client is a well-established independent financial advice business based in Hampshire who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and some Protections to clients across London.
Hybrid working after probation, excellent benefit package
If you're looking to join a forward-thinking business, then this will be the right career move for you.
Posted by Financial Divisions • £30K/yr to £33K/yr
My client is a financial advice business who have been operating for 15 years and have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across Hampshire, Surrey, Berkshire and Wiltshire.
The business has c.20 Advisers and 30 staff overall who work with retirees, City professionals, families with varying levels of assets.
A vacancy has been created within the business for Financial Planning Administrator due to one of the team being promoted internally.
Posted by Financial Divisions • £30K/yr to £33K/yr
My client is a financial advice business who have been operating for 15 years and have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across Hampshire, Surrey, Berkshire and Wiltshire.
The business has c.20 Advisers and 30 staff overall who work with retirees, City professionals, families with varying levels of assets.
A vacancy has been created within the business for Financial Administrator due to one of the team being promoted internally.
We are delighted to be recruiting on behalf of our client, an exciting and expanding firm of Independent Financial Planners with offices in the Solent and London.
They are now seeking a talented and motivated IFA Administrator to join their team.
Our client has experienced impressive organic growth over the past few years and is poised for further expansion.