We are working with a Chartered & Independent Financial Planning practice to recruit an additional Financial Services Administrator.
They are now seeking to recruit an additional Financial Services Administrator to join their growing team.
Our client is an established & growing business with a fantastic reputation, they have grown considerably over the past few years but have managed to retain their close-knit, friendly environment.
Posted by IDEX Consulting Ltd • £25K/yr to £28K/yr
We're on the lookout for an experienced IFA Administrator to join a highly respected financial advisory group based in Cheltenham and Bath.
This dynamic and forward-thinking company has built a solid reputation for not only its expertise in financial planning but also its commitment to employee growth and satisfaction.
This company is known for its supportive culture and dedication to the professional development of its team.
Posted by Capio Recruitment Financial Planning • £24K/yr to £28K/yr
A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team.
Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele and including Investment Management in the service that they offer, this firm covers the Financial Advice market completely and has won awards within the marketplace in recent years.
They have multiple offices across the UK and are a growing presence nationally.
Posted by Artemis Recruitment Consultants Ltd • £28K/yr to £32K/yr
We are seeking a client services administrator to join a well-established financial services firm based near to Bath.
You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients.
Joining the client services team, you will be given full training to understand how the firm works and the ongoing requirements of its client bank.
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Purpose of Role: To provide administration support to the Corporate Financial Planners and assist the team with day-to-day client administration, whilst delivering excellent service to clients.
My client is a well-known IFA and Employee Benefit firm in the heart of Bath, based in stunning offices, they seek an administrator to join their Employee Benefit team.
In return training and full support is given plus a good starting salary with genuine career progression prospects and benefits in return.