Are you an experienced Financial Planning Administrator looking to pursue a new opportunity?
We are supporting a leading and successful client that is looking to bring on an IFA Administrator to provide client-facing, administrative support within the the business.
This Savings and Investments firm prides itself on a strong values-focused work culture that encourages training and study support progression.
Posted by Financial Divisions • £25K/yr to £32K/yr
My client is a dynamic, boutique and forward-thinking Independent, Chartered IFA Firm with offices close to in Milton Keynes , who due to expansion are looking to take on a IFA Financial Administrator who is looking for a new opportunity in Wealth Management.
Plus Excellent Benefits including Private Medical Insurance, pension and DIS.
This firm place real value on their employees by on cultivating a supportive culture where everyone voice matters.
Posted by E-Fab Recruitment Ltd • £24K/yr to £28K/yr
Our Milton Keynes based client is looking to recruit a Pension Administrator to work within their SIPP team (Self Invested Personal Pensions).
The role holder will work as part of the administration team and fulfil a specific administration role which will be task oriented, carrying out clearly defined activities.
This role is best suited to those with IFA Administration experience.
Up to £35,000; Office based role
While you will be providing administration support initially, there is a direct pathway for progression, moving through to technical support, then Paraplanner then Advisor.
This national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Milton Keynes.
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.
One of our Milton Keynes based clients have an excellent opportunity for a first/second jobber to join their SIPP team (Self Invested Personal Pensions) as a Trainee Pension Administrator.
Full training provided with long term career advancement.
In this role, you will be essential in managing and customizing our CRM system to meet the unique needs of our three business divisions: Connells, Sequence, and Countrywide.
This role is for you if you're looking to work with an established business with proven growth opportunities and you have administration experience in the financial services sector.
The firm are always growing and as part of that expansion, they are looking to take on experienced administrators to join the team.