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 Guildford.
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.
TIFFANYS WEALTH MANAGEMENT LTD; Position Description
Financial Administration including Team Leader/Management duties with a potential to progress into Technical Associate role - Team Leader/Management experience essential
Person Description
Must be extremely Organised and able to multitask.
This independent firm of actuaries and consultants are looking for an experienced pensions' administrator to join their pensions' administration team.
The successful candidate will work as part of a small but dedicated team of administrators, servicing clients with a variety of types of pension schemes, including final salary, group money purchase and stakeholder arrangements.
Activities would include processing quotations and claims, including transfers in / out and annuity purchase, preparation of annual benefit statements and membership schedules, allocation of money purchase contributions, attendance at client meetings, presentations as required as well as some checking of the work of colleagues in the team and deputising for the Team Leader in their absence.
My client are am independent wealth planning firm in Reigate who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London.
The business offers advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections (both personal and business) and some esoteric schemes such as VTC & EIS schemes.
In their current setup they manage the affairs of 230 families with assets ranging from £100k - £5m with £500k being their average case.