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 TIME Appointments Ltd • £25K/yr to £30K/yr
Skills & Experience Required
Proven experience as a Financial Services Administrator, with exposure to supporting Financial Advisor's in a technical administration capacity.
General
We are proud to be working on behalf of one of Ipswich's leading Independent Financial Advisor's, who are currently seeking to recruit an experienced Senior Financial Services Administrator.
The successful candidate will be rewarded with a competitive salary and the opportunity for further qualifications to develop their knowledge and understanding.
Posted by Lawes Consulting Group • £40K/yr to £45K/yr
Purpose of role
Your aim is to provide exceptional customer service, retain your valued clients and assist Account Executives and Account Directors to win new clients to add to our clients ever expanding book.
You will provide a quality support service to our clients' Account Executives and Account Directors.
General
With the highest integrity you negotiate cleverly, respond proactively and have commercial awareness of the market around you.
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.
Posted by The New Homes Group • £23K/yr to £70K/yr
With 2024 well underway we have recently promoted a number of our current Trainee Mortgage Advisers who have now taken up there new roles as full time home based Mortgage Advisers and we are now seeking a candidate looking for an outstanding opportunity to become a fully CeMAP qualified Mortgage and Protection Adviser, after just 24 months of training, in a role that offers a genuine opportunity for a long-term career in Financial Services.
Once your training is complete you will become a full time and fully employed, home based CeMAP qualified Mortgage Adviser working for one of the UK'S leading mortgage providers.
For October 2024 we now have an additional opportunity to join the UK'S leading new homes mortgage provider to become a Trainee Mortgage Adviser.
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.