We are currently recruiting for a Financial Planning practice based in Gerrards Cross who are looking for an experienced IFA administrator to join their team.
Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office.
This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance.
To support 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 Gerrards Cross who 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.
They looking to take on an administrator who can demonstrate a solid track record of working within a support role in Wealth Management and who is now looking for an opportunity that can further develop their technical knowledge in pursuit of a career as a paraplanner, and eventually as an advisor.
They are currently expanding their team of experienced IFA administrators on the back of rapid growth and expansion.
My client is a Chartered Independent Financial advice firm based in Gerrards Cross.
This IFA Administrator job in Gerrards Cross provides opportunity for an experienced individual, to join a well-established IFA firm, providing holistic financial planning to private clients.
You will play a key role in ensuring the Financial Advisor is appropriately prepared for client meetings and actioning post meeting tasks.
Alongside other support staff, you will be supporting a busy Financial Advisor, who writes a significant level of business.
This Senior IFA Administrator / Team Leader job in Gerrards Cross provides opportunity to join a well-established IFA firm, providing holistic financial planning to private clients.
You will be working closely with the Principal Financial Advisor, acting in a team leader capacity, whereby you will be managing the team workflow.
As such, you will be delegating tasks and also hosting regular team catch ups to identify outstanding actions and where additional support is needed.
A wonderful and very successful Financial Services business is Looking to recruit an experienced, enthusiastic, and driven qualified Independent ideally CHARTERED Financial Adviser to complement the existing team.
Ideally but not essential, the successful candidate will be a Chartered Financial Planner.
The successful candidate will be confident in their ability to create new opportunities and service existing clients to assist with the firms' future development plans also.