Posted by Laithwaite Financial Services Ltd • £26K/yr to £35K/yr
Must have previous experience working for an IFA, a mature professional attitude and the ability to produce accurate and detailed work to a consistently high standard.
An excellent opportunity for an experienced and dedicated IFA administrator to join a well established, Independent Financial Adviser based on the outskirts of Woking.
We are seeking a highly motivated and organised individual to join a team as an Independent Financial Advisor (IFA) Support Associate.
Salary up to £35,000
In this role, you will play a crucial part in supporting their Independent Financial Advisors in delivering exceptional financial services to their clients.
A rare and exciting opportunity has arisen with a well-established, successful and forward-thinking IFA practice for a dedicated individual looking for a fast-track role into becoming an IFA.
£30-35,000 bonus potential
Duties & responsibilities
Shadowing business owner and other IFAs within the firm whilst training.
Posted by Blakemore Recruitment • £30K/yr to £36K/yr
Based: Guildford, 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.
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.