The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within a financial services practice.
Are you a financial services support professional, looking for a new role in a close-knit environment, with opportunities to develop within the IFA administration 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 holistic support to a Financial Adviser.
Join an award-winning financial services firm dedicated to providing exceptional financial planning and investment management services to clients!!!!
With a commitment to excellence and a client-centric approach, they pride themselves on delivering personalised solutions tailored to each individual's financial goals and aspirations.
Requirements
Client Support: Assist financial advisors in preparing client meetings, including gathering necessary documentation, organising client files, and scheduling appointments.
Do you have compliance experience within an IFA, Financial Planning or Wealth Management firm?
My client, a growing financial planning and wealth management firm is recruiting for an experienced Compliance Manager to join their business during an exciting period of change.
The role would involve supporting the firms paraplanners and financial planners with a variety of clientele.
The business provides advice across a diverse range of case types including Pensions, Investments, Mortgages, Protection, IHT, Tax & retirement planning, and some corporate advice as well.
A financial planning firm with a strong reputation and an emphasis on putting their clients' needs at the very heart of what they do are looking to add to the back-office administration team.
Are you an experienced financial services administration professional with report writing experience, looking for a part time role with varied responsibilities?
Due to continued success in providing fee-based advice to HNW clients, this successful IFA practice requires a professional and proactive Paraplanner and office manager to provide support to the Financial Advisers and general running of the office / business.
You will have technical paraplanning experience, but looking to utilise that in a role that covers general administration and running a small office and operational aspects as well.