Posted by Financial Divisions • £75K/yr to £100K/yr
Senior Financial Adviser - £75k - £100k basic salary plus bonus and benefits package - manage existing clients - Surrey based Chartered IFA
A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing book of business.
But there will be an expectation that you would want to grow their offering and onboard new cases via recommendation and referral.
Posted by Blakemore Recruitment • £35K/yr to £40K/yr
General
We are currently recruiting for a Financial Planning practice based in Teddington who are looking to recruit a Senior IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm.
Key Contributions
Accurate upkeep of the client details to ensure accurate records are maintained.
Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community.
We are assisting a highly reputable network that has over 150 Advisors , they are looking for experienced IFA's to join them as they continue to grow year on year.
Posted by Blakemore Recruitment • £30K/yr to £33K/yr
The Role
To support Investment Managers and Wealth Planners by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.
General
Well established wealth management practice based in the City of London require an additional administrator to complement their existing team.
Responsibilities
Significant contribution to the client experience and service delivery to both existing and new clients, including a smooth client take on process, general client communications and administration, mailings and valuations.