As an IFA Administrator, you will play a crucial role in supporting our Independent Financial Advisers (IFAs) in delivering exceptional service to our clients.
Lloyd Recruitment Services are delighted to be recruiting on behalf of a well established and highly reputed Independent Financial Advisers that specialise in providing comprehensive financial planning and investment management services to HNW individuals.
As they continue to expand, they are seeking a dedicated and talented individual with previous experience within an IFA environment to join their administration team.
They looking to take on an administrator who can demonstrate a solid track record of working within a support role in Wealth Management and who is now looking for an opportunity that can further develop their technical knowledge in pursuit of a career as a paraplanner, and eventually as an advisor.
They are currently expanding their team of experienced IFA administrators on the back of rapid growth and expansion.
My client is a Chartered Independent Financial advice firm based in Weybridge.
They looking to take on an administrator who can demonstrate a solid track record of working within a support role in Wealth Management and who is now looking for an opportunity that can further develop their technical knowledge in pursuit of a career as a paraplanner, and eventually as an advisor.
They are currently expanding their team of experienced IFA administrators on the back of rapid growth and expansion.
My client is a Chartered Independent Financial advice firm based in Esher, Surrey.
An excellent opportunity for an experienced and dedicated IFA administrator to join a well established, Independent Financial Adviser based on the outskirts of Woking.
The position is fully office based.
Must have previous experience working for an IFA, a mature professional attitude and the ability to produce accurate and detailed work to a consistently high standard.
Note this vacancy could suit experienced Administrators with a proven interest in working within Financial Services.
Due to exceptional business growth a new opening has arisen for a efficient and detail orientated IFA Administrator to join a Financial Planning and Investment firm.
This locally based organisation has not only building a reputation of putting their clients at the very heart of what they do but also being a hugely supportive and collaborative team.
Their current requirement is for an experienced IFA Administrator to join the business to provide comprehensive support to a team of successful financial planners and a portfolio of HNW clients.
Mbf are working with one of the UKs foremost Financial Planning & Investment Management organisations; the client has a strong history and a fantastic reputation.
They have a national presence but have managed to retain their close-knit, friendly environment - the financial planning division has grown considerably over the past few years with ambitious growth plans for the short-, medium- and long-term future.