This national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Halifax.
In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
This firm offers excellent training and support and the opportunity to progress your career within the firm.
Ideally, I am looking to speak to administrators who have worked within Financial Services and have a proven track record of pensions, investments, or Life Assurance.
Pyramid8 are currently recruiting for a Financial Services Administrator for their client in Castleford who are looking to recruit an Administrator that has worked within financial services.
With over 500 clients they are a busy office with nearly all new clients coming by referral from existing satisfied clients.
The Company: Highly regarded and nationally recognised IFA firm and brand based in Central Leeds looking to recruit an experienced Financial Planning Administrator into their back-office team.
Looking for a friendly, socially active back-office support team in a professional, client-centric planning environment?
Based on the outskirts of Huddersfield, our client is looking to recruit an experienced Financial Services Administrator to support the wealth advisers who advise on a range of Pensions and Investment products.
NJR Recruitment is delighted to be currently working with a well known wealth management practice that specialise in providing high quality personal advice on many aspects of financial planning
The Company: Niche but growing IFA firm based in Central Leeds looking to add an experienced Financial Planning Administrator to their technical support structure, in support of two high-performing advisers:
Are you open to developing your career as a Financial Services Administrator, with an established and successful market leading Wealth Management firm?
£25,000 to £30,000 basic
If so, I have a fantastic opportunity I am currently recruiting for to join a national client based in Huddersfield.
We are currently working with a leading IFA Firm who are looking to take on an IFA Administrator you will play a crucial role in supporting their team of financial advisors and Paraplanners.
Are you an experienced and motivated individual looking for a rewarding career opportunity in the financial services industry?
The salary range for an IFA Administrator is £22,000-26,000.
NJR Recruitment is pleased to be recruiting for a small but successful Independent Financial Planning firm based in the heart of York who are now seeking an ambitious and pro-active Financial Services Administrator to join their team on a part time basis.
This role will work directly for the Financial Planners who advise clients on all aspects of Pensions, Investment, Trusts and Protection products.
Providing direct administration support, the role will be varied, fast paced and demanding so we are looking for someone that is organised and not afraid to get stuck in!
This role is for you if you are an experienced Administrator that has worked in a Financial Advisory practice.
Up to £35k
You will benefit from joining a large team where you will receive support, exposure to an abundance of knowledge, access to a 'Learning and Development Programme', and due to growth plans, there will be opportunities to progress further within the business.