Posted by Bond Recruitment Ltd • £18K/yr to £24K/yr
Bond Recruitment is recruiting a part-time IFA Administrator on behalf of our client, a well-established Chartered Financial Planning firm in St Helens, Merseyside.
This is an office-based position where the successful candidate will provide comprehensive admin support to the financial advisers to include (but not limited to):
Posted by Financial Divisions • £30K/yr to £35K/yr
Financial Administrator - Wealth Management Firm - Liverpool - Basic salary £30k - £35k - Full study support
My client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the Northwest.
The business has 3 Advisers and overall 10 staff who work with c.200 retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £100k - multiple millions.
Posted by Advance Search & Selection Ltd • £24K/yr to £30K/yr
This Independent Financial Adviser practice require an experienced Financial Administrator.
The role would suit an experienced individual who is well versed on end-to-end administration in a wealth planning firm as the role involves a variety of tasks including gathering information, conducting research, and ensuring excellent client servicing.
Basic up to £30,000 depending on experience, full benefits and bonuses
Posted by The Eventus Recruitment Group • £25K/yr to £28K/yr
Eventus Recruitment Cheshire are seeking a Financial Planning / IFA Administrator to join a modern and fast-paced team in St Helens.
Working in the Wealth Advisory Team, reporting to the Practice Manager, you will be liaising closely with the firms Paraplanners, IFA's and Financial Planners.
This is a great job opportunity to join a thriving well-established company that continues to grow organically.