Our client, a well-established and successful financial advisory firm, are looking for a senior administrator to join the team; The firm are eager to find an individual who possesses a deep knowledge of all areas of financial advice as-well as an individual who has an excellent work ethic and strong client morals.
The Role
You will be required to provide a proficient and proactive administration support service for the firm's advisers.
You will assist in the procurement and processing of new business, the servicing of existing clients, and the provision of an excellent service to all clients.
IDEX Consulting are working with a National advisory firm who require a desk-based Financial Advisor to join their successful team.
The role operates within a fast paced environment, and so this will suit an efficient and methodical character who enjoys working with a high volume number of clients.
The role will predominantly be home based, with ad-hoc visits to the head offices in Nottingham (typically once per month).
My client is a progressive national firm of Independent Financial Planners, providing their clients with Independent Financial Advice and across the UK.
They are looking for multiple Independent Financial Planners across the country to help the business grow.
They have been established for over 40 years and despite their expanding size and growth.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Adviser.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within a financial services practice.
Are you a financial services support professional, looking for a new role in a close-knit environment, with opportunities to develop within the IFA administration role.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Adviser.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within a financial services practice.
Are you a financial services support professional, looking for a new role in a close-knit environment, with opportunities to develop within the IFA administration role.
Fast Track Mortgage Adviser Academy offering an outstanding opportunity to commence a long-term career in Financial Services becoming a full time, employed, home based CeMAP qualified Mortgage Adviser working for one of the UK'S leading mortgage providers with a choice of home or hybrid working after the first 16 weeks of office-based training.
Basis: Full time, permanent, employed role.
(Home based once the first 16 weeks of training at our offices is completed)
Are you ready to play a pivotal role in reshaping financial strategies?
Offering between £70,000 to £85,000 Bonus Equity Options Very Flexible Hybrid Working (mostly remote, 1 day in the office)
Great opportunity to join a very successful private equity-backed software group focusing on financial strategies, net working capital, cash modelling, debt management, and more.