Wonderful role opportunity in the Buckinghamshire area for a Skilled Financial Services Administrator or candidate linked to it at a more junior level for office based IFA Firm 9am to 5pm : ).
You will be required to support in FINANCIAL SERVICES ADMINISTRATION THE FINANCIAL ADVISORS AND PARAPLANNERS ON THE ADMINISTRATIVE SIDE AND GET DEVEOPED - You need ADMINISTRATION skills and a link to FINANCIAL SERVICES in order to cover the Admin role very well.
The SUCCESSFUL candidate SHOULD be able to demonstrate a stable employment history and 2 years' experience within an IFA practice.
Posted by Financial Divisions • £28K/yr to £35K/yr
Bonus Excellent Pension and Private Health benefits
My clientis a South Buckinghamshire-based boutique financial planning firm.
They have been providing financial advice to their private clients for more than 20 years, and they have a stellar reputation for giving high net worth private clientsa mix of families, retirees, business executives, and accumulatorsthe best possible financial guidance.
Posted by Financial Divisions • £30K/yr to £35K/yr
Plus: Bonus Excellent Pension and Private Health benefits
They have been offering financial advice to their private clients for over 25 years and have an excellent reputation for providing the highest levels of financial advice to High Net Worth private clients who are a mixture of business professionals, retirees, accumulators and families.
My client, are a boutique financial planning practice with offices based in Slough.
You will be required to support in FINANCIAL SERVICES ADMINISTRATION THE FINANCIAL ADVISORS AND PARAPLANNERS ON THE ADMINISTRATIVE SIDE - You may well need the skills to come forward ideally and ability to individually do the role very well.
Wonderful role opportunity in the Buckinghamshire area for a Skilled or JUNIOR Financial Services Administrator for office based IFA Firm.
The SUCCESSFUL candidate SHOULD be able to demonstrate a stable employment history and some experience within an IFA practice.
Posted by Austyn Smith Associates Limited • £27K/yr to £32K/yr
We are a small, established, boutique wealth management practice and are looking for someone who can work efficiently and accurately, work to deadlines and prioritise when necessary.
Are you looking for a challenging role that allows you to take ownership of your workload?
Are you a team player who can multitask and help us coordinate and develop our office support?
This is an exceptional opportunity to join a reputable firm who believe in putting the client experience and outstanding service at the forefront of our proposition, they are looking for a techsavvy and hard-working administrator, who wants to learn and develop in a financial services environment.
Fantastic opportunity to building a career in Wealth Management with the support of a close-knit team in well established financial planning firm.
Duties for this role after training
Issue signed letters of authority (LOA) and transfer of agency (TOA) to providers and obtain standard policy information.
Posted by Financial Divisions • £28K/yr to £35K/yr
Plus: Bonus Excellent Pension & Private Health benefits
They have been offering financial advice to their private clients for over 20 years and have an excellent reputation for providing the highest levels of financial advice to High Net Worth private clients who are a mixture of business professionals, retirees, accumulators and families.
My client, are a boutique financial planning practice with offices based in South Buckinghamshire.
You will be required to support in FINANCIAL SERVICES ADMINISTRATION THE FINANCIAL ADVISORS AND PARAPLANNERS ON THE ADMINISTRATIVE SIDE - You may well need the skills to come forward ideally and ability to individually do the role very well.
Wonderful role opportunity in the Buckinghamshire area for a Skilled or Junior Financial Services Administrator for office based IFA Firm.
The SUCCESSFUL candidate SHOULD be able to demonstrate a stable employment history and some experience within an IFA practice.
Posted by Blakemore Recruitment • £30K/yr to £32K/yr
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.