This national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Milton Keynes.
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.
Posted by Capio Recruitment Financial Planning • £25K/yr to £30K/yr
A fantastic opportunity to join a forward-thinking Independent Financial Planning firm that are based in Milton Keynes and who specialise in provide a tailored solution to their clientele across a range of advice areas.
This firm advise on Pensions, Investments, Protection, IHT and corporate employee benefits.
All of this is using the latest technology to add to their service, and they offer Pension reviews and cash-flow modelling to their clients.
Are you an experienced Financial Planning Administrator looking to pursue a new opportunity?
We are supporting a leading and successful client that is looking to bring on an IFA Administrator to provide client-facing, administrative support within the the business.
This Savings and Investments firm prides itself on a strong values-focused work culture that encourages training and study support progression.
They pride themselves on offering expert and personal service to their clients and require the successful individual taking on this position to be responsible for conducting analytical tasks, finance-related activities, preparation of paperwork for advisers and report writing to support the financial advisers in creating tailored financial plans.
Are you looking to join an award-winning firm that is offering great earning potential, career path and hybrid working?
If you are, we are currently looking for a Paraplanner to join our clients an established, award-winning firm with an excellent reputation within the Birmingham area.
A leading, dynamic and forward-thinking organisation located in Milton Keynes is seeking a Finance Analyst to join their motivated team on a Permanent basis.
Finance Analyst - Milton Keynes (Hybrid) - Up to £45K Study Support
This role is best suited to those with IFA Administration experience.
While you will be providing administration support initially, there is a direct pathway for progression, moving through to technical support, then Paraplanner then Advisor.