Cameron James is working with a successful Fully Independent Financial Planning firm based in Godalming, in the recruitment of an experienced Financial Planning Assistant to join their growing team.
You will help with preparing advice cases for submission, and assisting with producing suitability reports, researching financial products, reviewing products.
The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice based near Cobham has arisen.
We are looking for someone to provide high-quality technical administration and analytical support to the successful Financial Planners of the business.
Posted by Cranleigh Personnel • £27K/yr to £35K/yr
IFA Administrator / Wealth Planning Administrator
We're working with a highly successful, independent wealth planning firm in Cobham that's seeking an experienced IFA Administrator / Wealth Planning Administrator to join their dedicated, close-knit team of 10.
Looking for a role where you can thrive in a collaborative team, gain valuable technical experience, and be supported in your professional development?
Posted by Blakemore Recruitment • £20K/yr to £30K/yr
General
We are currently recruiting for a Financial Planning practice based in Bookham, Surrey who are looking to recruit a Part-Time IFA Administrator to join their team.
28 hours a week - 3 days a week.
Job Description
Liaising with clients to obtain personal information, NI numbers, addresses and policy details.
They are looking for an experienced Planner or Senior Planner to work alongside the current team on a range of earthworks, highways, structures, demolition, infrastructure, S278 and private rail schemes.
The company work nationally with the focus within 100mi of Northampton / The Midlands region.
Role overview
My client is a Leading Construction and Civil Engineering Contractor with an annual turnover approaching £1 Billion in the UK.
Posted by Profiles Personnel Ltd • £25K/yr to £32K/yr
IFA ADMINISTRATOR
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.
Note this vacancy could suit experienced Administrators with a proven interest in working within Financial Services.
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.
This role is suited to those with experience within IFA Administration and working towards their Level 4 Diploma in Financial Planning.
This company offers hybrid working, a salary of up to £34,000 and after becoming an established administrator, there is a potential progression route to Paraplanning.