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.
My client is looking for an experienced Account Manager to join their established Fleet Sales team based in the West Midlands.
Are you a customer focussed Account Manager looking for a new and exciting opportunity, look no further!
As the Account Manager you will be responsible for the onboarding of new customers, supporting Senior Account Managers on project implementation as well as forming and developing an extensive pipeline of opportunities.
Our client, a very well established and respected firm of Independent Financial Advisers in Devon are currently looking to recruit an Office Manager to oversea two of their regional offices.
Duties and responsibilities
The successful candidate will have good interpersonal skills, be a good listener and have a good sense of humour.
We are currently seeking a Senior IFA Administrator to join a dynamic IFA firm directly authorised by the FCA.
As a Client Support Administrator, you will play a crucial role within the IFA Administration team ensuring efficient and accurate processing of business operations while delivering a first-class service.
The team is offering more than just a job but a career path with exams payed for.