The role will see you working alongside an experienced IFA Administrator, providing a quality administration and support service to high net worth clients, allowing the Advisers to focus on client relationships.
EGRecruiting is delighted to be recruiting for two Graduate Administrators, to join a highly regarded and well-established IFA firm in North Tyneside, working from a regional office of a national business, where employees are truly valued, supported and rewarded.
As a recent Graduate, this is a superb opportunity to start your career in Financial Services where full training and support will be provided and you'll benefit from working with highly knowledgeable individuals.
IFA Administrator required by this small and successful firm of Advisors that provides individual advice to a range of HNW Private Clients and has built an excellent reputation for delivering high quality advice.
£24,000 to £29,000 FTE plus benefits
The opportunity is working from home, part-time (probably 15-18 hours) and offers full flexibility.
Posted by Premier Jobs UK Limited • £26K/yr to £32K/yr
This hybrid, Financial Services Administrator job in Newcastle is ideal for current Administrators within financial services keen to join a growing company which has exciting plans ahead!
You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients.
The business values the role you play and recognises your worth in helping the whole team to deliver a quality service.
Posted by Robinson Financial Careers • £22K/yr to £27K/yr
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Doxford International Business Park.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
This role is suitable for a PA with a desire to learn more about Financial services, and, should you be interested, to eventually become an IFA Administrator.
Up to £32,000
You will benefit from joining a large team where you will receive support and exposure to an abundance of knowledge enabling you to develop.
An established and successful financial planning firm in Darlington is seeking an experienced Financial Services Administrator / Accounts Assistant to join their client servicing team.
The role involves providing administrative support to advisers and assisting Accounts Manager with daily accounting tasks, ensuring a positive professional experience for our clients.
Day to Day of the Role
Obtain current fund values for investments and create reports for clients, meeting their expectations and regulatory requirements.