Posted by TIME Appointments Ltd • £23K/yr to £30K/yr
A leading Independent Financial Advisors based in Ipswich is currently seeking to recruit a professional Financial Services Administrator to support their team.
The successful candidate will be fully responsible for providing efficient, compliant and comprehensive technical, administrative support to the firm's Financial Consultants.
This is a fantastic opportunity to join a company that pride themselves on providing a dedicated and trusted service to their clients.
Provide holistic financial planning to prospective and existing clients.
Job Description
They have opportunities across Hertfordshire, Essex, Suffolk or Cambridgeshire for Financial Advisers who thrive off new client engagement and can demonstrate a proven track record of winning new clients.Key responsibilities include:.
Recruit UK is working with a successful Independent Financial Planning firm which is growing its advice team.
Posted by Service Service Employment Agency Limited • £24K/yr to £30K/yr
General
My client is a Norwich based chartered firm who have been providing advice to Norfolk and afar for over fifty years and you can become part of their success by supporting their adviser as a Financial Services Administrator in their Suffolk Branch, just outside of Lowestoft.
To provide a welcoming, efficient, professional and effective client service with a high focus on quality and accuracy, adhering to TCF and Consumer Duty principles at all times.
Key responsibilities
Prepare and issue Recommendation Letters and obtain relevant research, application forms and supporting documentation.
Posted by Service Service Employment Agency Limited • £26K/yr to £28K/yr
My client is a renowned financial planning firm with offices in Norfolk and Suffolk; with one of the largest teams in the local area, their clients are at the forefront of their daily priorities, with over half a billion of client funds under their steadfast supervision.
This is a great opportunity for an experienced FS Administrator to join my clients Financial Planning team in their Bury St. Edmunds office (outskirts).
This role will require the initial months training to take place in my clients Norwich office.
Join the Customer Service team and enjoy a comprehensive benefits package designed to support your financial security, work-life balance, and overall well-being:
We are thrilled to offer an outstanding opportunity for qualified Mortgage Advisors to join our client's team in a self-employed, remote position.
Ideal candidates should have an existing client base, though additional leads will be provided.
By becoming part of a growing brand, you'll benefit from shared marketing efforts, as well as extensive support and guidance to help you grow your business.
Posted by Blakemore Recruitment • £30K/yr to £35K/yr
General
We are currently recruiting for a highly regarded Financial Planning practice in Bury St Edmunds who are looking to recruit a Financial Planning Support Administrator.
Purpose of role
To provide administrative support to Financial Planners and Directors, to ensure that they have timely and accurate information in readiness for client meetings.
To ensure that client records are up to date and that internal systems and processes are followed.