Our client, a specialist Wealth Management firm, are looking for an IFA Administrator to join the business on a permanent basis.
As IFA Administrator you will actively support the Wealth team by carrying out general day to day administration of Life, Investment and Pensions, including submission of new online applications / top ups and processing of paper based applications.
Role Responsibilities
Maintain / keep up to date all trackers / spreadsheets as required by the Client Services Manager.
We are looking for a Relationship Manager to join our expanding support team in Intermediary Sales.
You will provide administration and technical support to a variety of clients, including; Business Development Directors, Independent Financial Advisers, Fund Managers, Third Parties and Intermediary Clients.
Hybrid working - excellent benefits - discretionary annual bonus
We are seeking a dedicated and energetic Account Manager to join our Customer Service team, who will be the main point of contact for all client queries and concerns, and will ensure the highest level of customer satisfaction in the FMCG industry.
Our client is a well-established player in the FMCG industry with a large team spread across the UK.
With a strong focus on innovation and a commitment to delivering high-quality products and services, they are recognised for their dedication to customer satisfaction.
Join a progressive and high-performing Independent Financial Adviser (IFA) firm that is making waves in the financial planning industry.
They are expanding rapidly and are seeking a talented individual to join our team as an Operations Manager / Assistant to the Managing Director.
Our client is dedicated to providing a modern financial planning experience, combining personalised client service with cutting-edge financial technology.
We are delighted to be partnered with our friendly, professional and highly reputable client as they seek to recruit an Account Manager to join their experienced team within their offices in Burgess Hill.
You will ideally come from a print or direct mail background, and to succeed in this role you must be organised, efficient, have excellent attention to detail and the ability to work well under pressure in a fast paced environment to ensure the customers high standards and needs are met.
This role is available due to strong company growth levels and continued expansion following significant investment in the business.