Our client, a well-established and successful financial planning firm that deliver a comprehensive holistic financial planning service to their clients, are looking for an administrator to join the team; The firm are eager to find an individual who possesses honesty, loyalty, integrity, an excellent work ethic and a strong knowledge of the role and the industry.
The Role
You will be required to provide a proficient and proactive administration support service for the firm's advisers.
This hybrid, IFA Administrator job in Swanley is ideal for current IFA Administrators keen to join a growing company which has exciting plans ahead!
You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients.
The business values the role you play and recognises your worth in helping the whole team to deliver a quality service.
This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support
Our client is a successful and established IFA firm based throughout Sussex and they are currently looking for an experienced Administrator to join their team
We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £34000 plus benefits.
You must have experience doing Mortgages and Protection advice and be fully ceMAP qualified
This is a Hybrid role allowing for 2 days from home but at least 3 days in the Sevenoaks office
Our client is a successful and established financial Services business in Sevenoaks and they are currently looking for an experienced Mortgage and Protection Adviser to join the team
My unique client based just outside Deal is looking to add a confident Finance Assistant to their small team on a temporary basis.
Reporting directly to the Finance Manager you will be assisting in the smooth running of the finance department and ensure all work is completed to agreed timescales.
This is a challenging and varied role which offers excellent exposure to a variety of accounts functions including sales ledger, purchase ledger, credit control, reconciliations, VAT and preparing monthly payment runs.
A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing book of business.
But there will be an expectation that you would want to grow their offering and onboard new cases via recommendation and referral.
The company has been operating for over 20 years and has built an outstanding reputation for providing holistic advisory services to local families, retirees and some City professionals.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Tunbridge Wells.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.