Posted by Taylor James Professional Recruitment • £28K/yr to £34K/yr
General
Our award winning and chartered Leeds based client are looking to appoint an IFA Administrator to join their team on a permanent basis.
You will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package.
Duties & responsibilities will include
Processing new business applications across the key financial products.
Posted by Taylor James Professional Recruitment • £26K/yr to £30K/yr
General
Our award winning Sheffield based client are looking to appoint an IFA Administrator to join their team on a permanent basis.
You will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package.
Duties & responsibilities will include
Processing new business applications across the key financial products.
Posted by Medlock Partners Limited • £23K/yr to £28K/yr
Salary up to £28,000 (Experience dependant)
Death in service 5% Pension Yulife Employee benefits package
Our client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients.
Posted by Lime People Search & Select Ltd • £18K/yr to £26K/yr
My client is a leading network of IFA (Independent Financial Advisors) providing advice to both Corporate and Private clients on Investments, Retirement Planning, Estate Planning, Mortgages & Insurance and On-line Trading.
We are seeking a Sales Support executive who will be responsible for providing Administrative support to the network of IFA's (Financial Advisers) including processing and monitoring of new business applications, inputting advisor fee information onto internal systems, creating and managing client records, keeping client database up to date, communicating with clients and providers, dealing with surrender requests and other client queries and preparing valuations and illustrations.
We are seeking someone who has 1-3 years experience working with Investment type products in an Administration type environment.
We are delighted to be representing an expanding Independent Wealth Management Advisory firm based in Sheffield who, due to their ever increasing growth, are now looking to recruit an experienced Financial Planning Administrator to join their team.
This is an excellent opportunity that offers a long term career path within the Financial Services industry through to paraplanning and beyond to advising for those that want it.
Posted by Lime People Search & Select Ltd • £26K/yr to £30K/yr
We are urgently seeking an experienced IFA Administrator to join an existing team of Administrators, supporting the Financial Advisers within the business ensuring clients are able to plan for a comfortable retirement.
My client is an Independent Financial Advisory firm based in Sheffield providing Financial Advice to both Businesses and individuals mainly within Pensions and Retirement Planning, but also offering holistic Financial Planning services.
You will be responsible for providing a 1st class service to the clients of the business and specifically you'll be responsible for:
NJR Recruitment are delighted to be recruiting for a well-established, Independent Financial Planning company who are looking for an experienced IFA Administrator to lead a team of financial planning administrators in their offices in Wakefield.
The successful candidate will be joining a company who have built up an excellent reputation within the industry for their high quality approach to their clients, and ongoing support and training for their staff.
NJR Recruitment are delighted to be working with a well established firm of independent financial planners who have an exciting opportunity for an experienced administrator to join their growing team.