We are thrilled to have partnered with a well established independent financial advice firm who are actively looking to expand their support team!
If you are a detailed-orientated professional with a passion for financial planning and client service, we'd love to hear from you!
Our client has built themselves a brilliant reputation within industry, and pride themselves on providing bespoke advice and wealth planning expertise to their clients across the UK.
Posted by Kenneth Brian Associates Limited • £26K/yr to £29K/yr
Duties Include
Preperation and submission of new business files.
General
Kenneth Brian Associates are recruiting for a confident individual on behalf of a small but well established business in the Financial Services sector based in Leatherhead.
The postholder will be responsible for providing administration support to their financial advisors.
Posted by Profiles Personnel Ltd • £25K/yr to £32K/yr
IFA ADMINISTRATOR
Due to exceptional business growth a new opening has arisen for a efficient and detail orientated IFA Administrator to join a Financial Planning and Investment firm.
Note this vacancy could suit experienced Administrators with a proven interest in working within Financial Services.
This locally based organisation has not only building a reputation of putting their clients at the very heart of what they do but also being a hugely supportive and collaborative team.
Our client has been providing expert financial advice since 1995 in Surrey and Berkshire, and while the company has advanced over the years, our ambition remains exactly the same as it was when we opened the doors 24 years ago: to serve our clients to the best of our ability.
We take pride in establishing close relationships with our clients and we treasure those relationships enormously.
Posted by Blakemore Recruitment • £20K/yr to £30K/yr
General
We are currently recruiting for a Financial Planning practice based in Bookham, Surrey who are looking to recruit a Part-Time IFA Administrator to join their team.
28 hours a week - 3 days a week.
Job Description
Liaising with clients to obtain personal information, NI numbers, addresses and policy details.
Posted by Blakemore Recruitment • £30K/yr to £35K/yr
Based: Dorking, Surrey
This is a brilliant opportunity for a technical and professional individual to take on a new role in the company.
The role of Administrator and will be working in a team including Paraplanners and also Financial Planners ensuring the most demanding private clients receive the highest level of service.
Posted by Cranleigh Personnel • £27K/yr to £35K/yr
IFA Administrator / Wealth Planning Administrator
We're working with a highly successful, independent wealth planning firm in Cobham that's seeking an experienced IFA Administrator / Wealth Planning Administrator to join their dedicated, close-knit team of 10.
Looking for a role where you can thrive in a collaborative team, gain valuable technical experience, and be supported in your professional development?