Our client, a well-established Independent Financial Advisory (IFA) firm based in Plymouth, is renowned for its client-centric approach, offering bespoke financial planning and wealth management services.
The firm is committed to maintaining the highest standards of service and fostering a supportive and collaborative working environment.
Job Description
We are recruiting on behalf of our client for a dedicated and highly organised IFA Administrator.
One of our clients based in London are recruiting for nationally to expand their team and are looking to onboard hungry Mortgage Advisors to work remotely on a self-employed basis.
Are you looking for a remote working from home opportunity, giving you the flexibility to work around your family life, whilst having access to existing company client data support provided?
Accounts Support Administrator - Independent Financial Advisors
Our client, a leading firm of Independent Financial Advisors offering impartial advice on financial matters, tailored to their client's needs, are looking to bring an Accounts Support Administrator to their team.
This unique position of Accounts Support Administrator, the ideal candidate will be responsible for a variety of duties.
We are delighted to be working with this firm of Independent Financial Advisers (IFAs), who are professionals who offer impartial advice on financial matters that are tailored to meet their clients' needs and objectives.
Financial Planning Administrator; Plymouth, office based
We are delighted to be working with this firm of Independent Financial Advisers (IFAs), who are professionals who offer impartial advice on financial matters that are tailored to meet their clients' needs and objectives.
The Finance Team
They will recommend suitable financial products and assist with financial planning after conducting a detailed review of their financial position, circumstances and attitude towards investment risk.