Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
Our client, a well-established and successful financial planning firm that deliver a comprehensive holistic financial planning service to their clients, are looking for an administrator to join the team; The firm are eager to find an individual who possesses honesty, loyalty, integrity, an excellent work ethic and a strong knowledge of the role and the industry.
Role: IFA Administrator
The Role
You will be required to provide a proficient and proactive administration support service for the firm's advisers.
You will be well versed at providing a mixture of strategic and practical financial advice and support, having gained a varied and extensive sector experience across a number of industries.
Intellectual Business Services UK Ltd is seeking sharp, commercially minded and astute Finance Directors and Chief Financial Officers to work closely with business owners and management teams in and around the across Essex, Herts, Surrey, Sussex, Kent, Greater London and Central London areas.
You will be extremely personable and very comfortable with building relationships, self managed and focused on achieving key deliverables.