Process authority letters and gather financial data.
General
Join an award-winning Chartered Financial Planning firm that excels in holistic financial planning for clients with complex needs.
This firm is consistently recognized among the Top 100 UK financial planning firms and provides an exceptional opportunity to work in a dynamic and supportive environment.
In this vital role, you will be instrumental in supporting their financial planners and paraplanners by managing various administrative tasks essential for delivering top-tier financial services to their clients.
We are seeking a meticulous and dedicated Financial Administrative Specialist to join our client's dynamic team.
Our client, a well-established Firm of Financial Planners are an independent, whole of market firm providing advice on Pensions, Investments, Family and Business Protection & Inheritance Tax Planning.
An experienced IFA Administrator is now required to join their well established, and friendly team in Nottingham.
With excellent staff retention and very little need to recruit, this is a rare & exciting opportunity.
Are you a financial planning administrator, looking for a new role with opportunities to develop onto paraplanning and study for industry exams, with a hybrid working pattern.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Duties for this role will include
To provide business support to Financial Advisers, working within the agreed business objectives.
IFA Administrator Join a Dynamic Wealth Management Team!
Are you an experienced IFA Administrator looking for a new challenge in a progressive, client-focused environment?
We have an exciting opportunity for a detail-oriented professional to join a leading wealth management firm dedicated to providing bespoke financial planning solutions.
Posted by North Oak Recruitment Ltd • £21K/yr to £28K/yr
My client is an award-winning Nottinghamshire based IFA and they now have an exciting opportunity for an experience IFA Administrator to join their team.
Salary benchmark c£25,000 (£21,000 - £28,000 dep on exp) benefits
NJR are excited to be yet again partnered with a well established Wealth Management practice who have being helping their clients grow, protect and pass on their wealth for over two decades.
They pride themselves on being open, approachable and down to earth.