Are you an experienced financial services administrator, looking for an IFA Administration role working with a close-knit team.
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 Adviser.
This role offers a generous package and opportunities for development.
Our client, a well-established and successful financial planning firm that deliver a comprehensive holistic financial planning service to their clients, are looking for an administrator to join the team; The firm are eager to find an individual who possesses honesty, loyalty, integrity, an excellent work ethic and a strong knowledge of the role and the industry.
The Role
You will be required to provide a proficient and proactive administration support service for the firm's advisers.
You will assist the advisers in the procurement and processing of new business, the servicing of existing clients, and the provision of an excellent service to all clients.
Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams.
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 proactive administrative support to the adviser team, working alongside the Paraplanners to ensure an efficient and smooth service.
An established, multi-office Wealth Management firm with offices across the UK, is seeking a Financial Planning Administrator to join their team, supporting Financial Planners and Office Managers.
Full time or Part time considered
Do you have a strong eye for detail, a knack for organization, and a commitment to delivering exceptional client service?
Are you an experienced Administrator from a Financial Planning environment looking to branch out into report writing and a paraplanning role?
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 support to the Financial Advisers and Paraplanning team.
The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills.
Due to continued success in providing fee-based advice to both private and commercial clients, this successful practice requires a professional and proactive EB / Financial Services Administrator to provide support to the planning process.
The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills.
Are you interested in developing within corporate financial services, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
Are you an experienced financial services administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
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 support to the Financial Advisers and Paraplanning team.
The option to progress on to Paraplanning is available.
Join our dedicated team as an Administrator in Client Services, where you will play a crucial role in supporting our planners to maintain and enhance our portfolio of employee benefits clients.
This position is ideal for someone who thrives in a dynamic environment and is committed to delivering exceptional service.
Join our dedicated team as an Administrator in Client Services, where you will play a crucial role in supporting our planners to maintain and enhance our portfolio of employee benefits clients.
This position is ideal for someone who thrives in a dynamic environment and is committed to delivering exceptional service.