We are supporting a leading and successful client that is looking to bring on an IFA Administrator to provide client-facing, administrative support within the the business.
Are you an experienced Financial Planning Administrator looking to pursue a new opportunity?
This Savings and Investments firm prides itself on a strong values-focused work culture that encourages training and study support progression.
This role is best suited to those with IFA Administration experience.
Up to £35,000; Office based role
While you will be providing administration support initially, there is a direct pathway for progression, moving through to technical support, then Paraplanner then Advisor.
Posted by Capio Recruitment Financial Planning • £25K/yr to £30K/yr
This firm advise on Pensions, Investments, Protection, IHT and corporate employee benefits.
A fantastic opportunity to join a forward-thinking Independent Financial Planning firm that are based in Milton Keynes and who specialise in provide a tailored solution to their clientele across a range of advice areas.
All of this is using the latest technology to add to their service, and they offer Pension reviews and cash-flow modelling to their clients.
This role is for you if you're looking to work with an established business with proven growth opportunities and you have administration experience in the financial services sector.
The firm are always growing and as part of that expansion, they are looking to take on experienced administrators to join the team.
FRS are recruiting for a Finance Assistant to work for a rapidly growing business based in Milton Keynes.
Provide accounting & administration support within our Client accounting team
Working on-site with a group of welcoming and personable colleagues, you will be mainly providing support to the Finance manager but also helping with other aspects of the business.
This national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Milton Keynes.
In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
This firm offers excellent training and support and the opportunity to progress your career within the firm.
Posted by The New Homes Group • £25K/yr to £50K/yr
Fast Track Mortgage Adviser Academy: (16 Month Salary Guarantee now included)
An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, home based CeMAP qualified Mortgage Adviser working for one of the UK'S leading mortgage providers, with home-based working once you have completed your first 16 weeks of office-based training.
(Home based after 16 weeks of compulsory office-based training.)
Posted by Financial Divisions • £25K/yr to £32K/yr
My client is a dynamic, boutique and forward-thinking Independent, Chartered IFA Firm with offices close to in Milton Keynes , who due to expansion are looking to take on a IFA Financial Administrator who is looking for a new opportunity in Wealth Management.
Plus Excellent Benefits including Private Medical Insurance, pension and DIS.
This firm place real value on their employees by on cultivating a supportive culture where everyone voice matters.
Posted by The New Homes Group • £35K/yr to £50K/yr
Fast Track Mortgage Adviser Academy: (16 Month Salary Guarantee now included)
An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, home based CeMAP qualified Mortgage Adviser working for one of the UK'S leading mortgage providers, with home-based working once you have completed your first 16 weeks of office-based training.
(Home based after 16 weeks of compulsory office-based training.)