In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
This national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Milton Keynes.
This firm offers excellent training and support and the opportunity to progress your career within the firm.
While you will be providing administration support initially, there is a direct pathway for progression, moving through to technical support, then Paraplanner then Advisor.
This role is best suited to those with IFA Administration experience.
Posted by Capio Recruitment Financial Planning • £25K/yr to £30K/yr
A fantastic opportunity to join a forward-thinking Independent Financial Planning firm that are based in Milton Keynes and who specialise in provide a tailored solution to their clientele across a range of advice areas.
This firm advise on Pensions, Investments, Protection, IHT and corporate employee benefits.
All of this is using the latest technology to add to their service, and they offer Pension reviews and cash-flow modelling to their clients.
As a Team Leader Supported Living / Supervisor Supported Living/ Field Care Supervisor/Senior Carer, you will be an integral part of the team, ensuring high-quality support across multiple locations, this role is community and office based.
NO SLEEP INS REQUIRED; About the role
£1,000 Welcome Bonus, 50% after successful completion of probation and 50% after 9 months.
Are you a Brand Specialist excited about the latest in home and floorcare innovation.Join us in creating unforgettable experiences for Shark Ninja customers, where cutting-edge technology meets expert advice.
General
If you're passionate about saving time, obsessed with cleaning tips, and thrilled by the latest tech, this role is your perfect fit.
Step into the spotlight and become the face of our client's brand and latest products, connecting customers with the future of home cleaning.