New year and looking to take your financial planning administration role to the next level?
After continued growth and development this leading financial services organisation is looking to bring an experienced and enthusiastic wealth management support professional on board to advance their career.
The successful candidate will have experience within a financial services environment, preferably and IFA and have exposure to FCA regulations and strong IT skills.
A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice for both private individuals and businesses are looking for a Technical Administrator to join their back-office team.
General
Having seen impressive amounts of growth, they are on the lookout to find ambitious professionals that are interested in a career within Financial Planning.
A modern, forward-thinking business with new office spaces and focus on embracing technology at the heart of what they do - this is a firm that is moving in the right direction.
Our client, based in Northampton require an Experienced IFA Administrator to join their team.
You will be responsible for providing comprehensive support to at least one of our advisers which would include the following tasks:
The ideal candidate will have a minimum of 3 years' experience working for an IFA (Financial Planning rather than Mortgages or banking), and ideally have achieved a Financial Services qualification (CII or equivalent).
Our consultancy client based in Northampton are currently recruiting for a Head of Planning to join their Planning and Development team across Northampton and Hertfordshire offices.
The purpose of the role is to be responsible for operation and management of our clients Planning & Development Advisory division, including profitability, strategic progress and overall performance.
This role is a full time, permanent role offering hybrid working and management responsibilities of a small team.
We have been asked to recruit an IFA Administrator for a company based in Northampton.
Day to day you'll be supporting a Senior Advisor with a variety of duties from processing new business to preparing client portfolio reviews...
You'll need to have a minimum of 3 years' experience working for an IFA (and ideally have achieved a Financial Services qualification (CII or equivalent).