New year and looking to take your financial planning administration role to the next level?
The successful candidate will have experience within a financial services environment, preferably and IFA and have exposure to FCA regulations and strong IT skills.
After continued growth and development this leading financial services organisation is looking to bring an experienced and enthusiastic wealth management support professional on board to advance their career.
As an experienced Finance Administrator, you will take pride in ensuring accuracy of financial transactions and up-to-date records, in line with legal and regulatory standards.
We are working with a highly customer focused business in the Financial Services industry, based in Northampton and we are looking for someone to join their friendly and supportive team as they continue their mission to provide exceptional customer experiences.
This organisation has a strong focus on delivering excellent service for their customers so you will be equally driven by attention to detail and working as a team.
Our client, based in Northampton require an Experienced IFA Administrator to join their team.
The ideal candidate will have a minimum of 3 years' experience working for an IFA (Financial Planning rather than Mortgages or banking), and ideally have achieved a Financial Services qualification (CII or equivalent).
You will be responsible for providing comprehensive support to at least one of our advisers which would include the following tasks:
A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice for both private individuals and businesses are looking for a Technical Administrator to join their back-office team.
General
Having seen impressive amounts of growth, they are on the lookout to find ambitious professionals that are interested in a career within Financial Planning.
A modern, forward-thinking business with new office spaces and focus on embracing technology at the heart of what they do - this is a firm that is moving in the right direction.
You'll need to have a minimum of 3 years' experience working for an IFA (and ideally have achieved a Financial Services qualification (CII or equivalent).
We have been asked to recruit an IFA Administrator for a company based in Northampton.
Day to day you'll be supporting a Senior Advisor with a variety of duties from processing new business to preparing client portfolio reviews...