We are assisting a longstanding client in recruiting an IFA Administrator to join their current team of 8 administrators in Gerrard's Cross.
This is a highly varied role and a fantastic opportunity for the correct individual with a keen interest in financial services who wishes to embark on a path of continued professional development.
The role would suit a motivated professional, who can use their initiative and be able to prioritise work.
We are currently recruiting for a highly regarded Financial Planning practice in St Albans who are looking for an experienced IFA Administrator to join their team.
This company illuminate their client's financial world.
Building clarity and confidence in their mind and optimising every experience they have with them.
Well established wealth management practice based in the Gerrards Cross who require an additional administrator to complement their existing team.
The Role
To support Wealth Planners by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.
Responsibilities
Significant contribution to the client experience and service delivery to both existing and new clients, including a smooth client take on process, general client communications and administration, mailings and valuations.
We are currently recruiting for a highly regarded Financial Planning practice in Penn who are looking for an experienced IFA Administrator to join their team.
This is an office based role.
This company illuminate their client's financial world.
We are currently recruiting for a Financial Planning practice based in Gerrards Cross who are looking for an experienced IFA administrator to join their team.
Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office.
This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance.
You will need to be skilled within the IFA Financial Services Administration skills linked to both pensions and Investments and the ability to support the Advisors, Paraplanners and also the Clients on doing the Administrative which you MUST BE SKILLED AT.
My great Client a wonderful Financial Services Team in Buckinghamshire is actively looking to recruit a SKILLED FINANCIAL SERVICES ADMINISTRATOR OFFICE BASED.IT IS A PERMANENT ONLY FINANCIAL SERVICES ADMINISTATOR.
The role will be within the Administration department and the ideal candidate will have previous work experience in financial services, with good attention to detail and the desire to learn a variety of processing tasks in a busy office environment.
Our client a leading specialist in their industry are looking for a Senior Administrator/Client Relations Manager to join their team.
This is a full time office based role with no hybrid working.