An exciting opportunity for an IFA administration has opened at a highly regarded IFA firm that specialises in all aspects of savings, investments and retirement planning for someone to join the team based in St Albans.
This company prides itself on the amazing culture they have developed over the years.
They would like another friendly individual to join them, where you can have fun and grow.
Thsi is a successful IFA fim with around 100 employees
Our client is a successful IFA business and they are currently looking for an experienced Paraplanner to join their team working mainly in a Remote capacity
Cameron James is working with a successful IFA Practice based in Hertfordshire, in the recruitment of an experienced IFA Administrator to join their growing team.
You will help with preparing advice cases for submission, and assisting with producing suitability reports, researching financial products, reviewing products.
These main tasks will be the responsibility of the Paraplanning team.
We are thrilled to have partnered with a leading independent financial advice firm in St Albans, who are actively looking for a IFA Administrator to join their 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 truly bespoke advice and wealth planning expertise to their clients across the UK and beyond.
This national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Rickmansworth.
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 Blakemore Recruitment • £30K/yr to £35K/yr
Based: St Albans, Hertfordshire
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.