This is the perfect opportunity for an IFA Administrator with 6 -12 months relevant wealth management experience to join a growing business where you will be offered training and support to further develop your career through to Paraplanning.
Plus Study Support, DIS, PMI, excellent holiday allowance plus extra Christmas Close
The business is now into a new decade and focusses on providing advice to HNW Clients with investable assets in excess of £1m.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Tunbridge Wells.
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.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
We are working with a well-established IFA based in Kent who are looking for an experienced Administrator with previous experience gained within Financial Services in an Administration role.
Currently, our client is in search of a Financial Planning Administrator to augment their team, providing essential support to Senior Financial Planners.
Our highly regarded client, a prominent Investment Bank & Wealth Manager with a legacy tracing back to 1980, stands as a leader in Europe across the Asset Management, Private Banking, and Wealth Management sectors.
These professionals offer wealth management services to a select portfolio of Ultra High Net Worth (UHNW) private clients.
Our client, a leading business in the Financial Services industry is seeking an Administrator to join them on a full-time, permanent basis.
Due to growth our client is looking for an Administrator to join them on a permanent basis, providing a high level of administrative support to their internal Complaints department, ensuring all documentation and administration is completed correctly in line with FCA regulations and standards, meeting regulatory requirements.
The ideal candidate will have a minimum of 1 years' experience in a similar Administration role, and will be a confident individual with a high level of accuracy and attention to detail applied to their work at all times.
Our client is a successful and well established top London Mortgage Brokerage and they are currently looking for an experienced Mortgage and Protection Administrator to join the team
You must have experience doing Mortgages and Protection Admin or at least Mortgage Admin
There is the chance of 2 days from home and 3 days in the London office
Are you an adept Senior Financial Administrator within Private Client Wealth Management?
Our client has provided straightforward independent financial advice for many years in the Kent area and has built up a solid reputation with their clients and local professional services firms, who help supply them with a steady stream of new business enquiries.
They offer a straightforward non jargon based holistic approach to advice, taking the time to understand clients on both professional and personal levels.
My client is looking for an experienced Financial Administrator to join their team in a role that provides flexibility and a supportive environment.
Are you ready to be a part of a family-owned Independent Financial Advice practice that prioritises integrity, quality, and outstanding client service?
If you're passionate about helping clients and want to work in a company that encourages personal growth and career progression, this could be your ideal opportunity.
Clark James Recruitment are working with a leading Financial Services business, due to further business expansion our client is looking to recruit a New Business Administrator to join the business.
Our client is a long established and highly regarded firm of Independent Financial Advisers that specialise in providing wealth management advice.
Our client demonstrates Core ethical values always acting with integrity and professionalism.