Berkshire IFA is an ambitious and growing company committed to our Clients, the outcomes they are seeking, and to our team of people who will help our clients achieve these outcomes.
About Us, Our Clients and Our People
We support all of our team in their own journey both professionally and on a more personal level.
Berkshire IFA is an ambitious and growing company committed to our Clients, the outcomes they are seeking, and to our team of people who will help our clients achieve these outcomes.
About Us, Our Clients and Our People
We support all of our team in their own journey both professionally and on a more personal level.
This is an excellent opportunity for an IFA Administrator, or similar, to join a prestigious financial planning practice and be a part of a great team and work culture.
Job Description
Recruit UK arerecruiting for a Client Services Manager to join a boutique and successful financial planning practice in Staffordshire.
Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs.
This is an award winning financial planning and investment company that has an excellent reputation within the industry.
The team of professional Independent Financial Advisers (IFAs) are committed to delivering exceptional client service and maintaining the highest standards of integrity and professionalism.
We are working with a leading financial advisory firm in Birmingham, dedicated to providing tailored financial advice and services to our clients.
Job Summary
They are seeking a highly organized and detail-oriented IFA Admin to join our dynamic team in Birmingham.
Posted by WEALTHLINK RECRUITMENT LTD • £25K/yr to £30K/yr
We are working with a well renowned Chartered Financial Adviser based in Pontprennau, Cardiff who are looking for a new IFA Administrator to join their growing team.
The IFA Administrator will work closely with Financial Advisers, Paraplanners and third party Investment Providers to provide a high quality service to clients.
Strong customer services jills and experience with a Financial Planning firm are important for the role.