Posted by Blakemore Recruitment • £30K/yr to £35K/yr
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.
Posted by Blakemore Recruitment • £30K/yr to £32K/yr
We are currently recruiting for a highly regarded Financial Planning practice in St Albans who are looking for an experienced IFA Administrator to join their team.
This company illuminate their client's financial world.
Building clarity and confidence in their mind and optimising every experience they have with them.
Posted by Blakemore Recruitment • £30K/yr to £38K/yr
We are currently recruiting for a Financial Planning practice based in High Wycombe 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.
Posted by Blakemore Recruitment • £35K/yr to £40K/yr
General
We are currently recruiting for a Financial Planning practice based in Amersham who are looking for an experienced IFA Administrator to join their team.
Key Requirements and Skills
An understanding of FCA regulations and guidelines relating to financial services clients.
Good team working and liaison skills to deal effectively with tasks set and provide support for other team members.
Posted by Blakemore Recruitment • £40K/yr to £45K/yr
We are currently recruiting for a small Financial Planning practice based in Amersham who are looking to recruit a Senior IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm.
You will also need to be highly organised as you will be looking after the admin side of the Annual Review process.
This role will included speaking clients on a daily basis.
The ideal candidate will possess strong skills in wealth/IFA administration, diary management, and adviser support, alongside excellent communication abilities and proficient IT skills.
We are seeking a highly organised and detail-oriented Wealth Administrator to join our team in our Buckinghamshire based office.
Are you a Wealth/IFA Administrator looking to elevate your career
Want to join a highly respected, boutique, wealth management business?