As a Senior Administrator, you'll play a crucial role in supporting the team of financial advisors and providing exceptional administrative support to our individual and corporate clients.
Are you a highly organised and motivated professional with experience in financial services?
We're seeking a talented Senior Administrator to join my clients growing team in St. Albans.
Elevate Your Career as a Paraplanner at a Leading IFA Firm!
If you thrive in a supportive, forward-thinking environment and want to help our Financial Advisers deliver first-class service to clients, this is the role for you!
We are seeking an experienced, high-calibre Paraplanner to join our clients dynamic team in St Albans.
Posted by Antony George Recruitment • £40K/yr to £50K/yr
The role
This includes performing senior administrative duties, client research, report construction and client contact ensuring the highest possible standard of client service, working closely with Financial Advisers and IFA Administrators, to support the client advisory process, playing a key role in the business.
The purpose of this role is to act as a Paraplanner within the business.
Duties and Responsibilities
Your duties and responsibilities will include but not be limited to:.
If you are a detailed-orientated professional with a passion for financial planning and client service, we'd love to hear from you!
We are thrilled to have partnered with a leading independent financial advice firm in St Albans, who are actively looking for a IFA Administrator to join their team!
Our client has built themselves a brilliant reputation within industry, and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK and beyond.
Posted by Blakemore Recruitment • £42K/yr to £45K/yr
We are recruiting an experienced, high calibre Paraplanner for this award winning financial planning who are looking or a paraplanner.
They require someone who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability reports.
Posted by Focus Search and Selection • £30K/yr to £35K/yr
About the Role: We are seeking a detail-oriented and experienced Senior Financial Services Administrator to join our client's dynamic team.
If you have a strong understanding of financial products, exceptional organisational skills, and a client-focused approach, this opportunity could be perfect for you.
This role is integral in supporting Chartered Financial Planners and Independent Financial Advisers (IFAs) by ensuring the smooth administration of client portfolios and financial planning processes.
There is an opportunity for an experienced Paraplanner to become a key member of the paraplanning team for a Financial Planning company with several offices in the Southeast.
This position is based in St Albans, where you will work closely with Financial Advisers and the paraplanning team.
This company keeps going from strength to strength, with awards won, and further acquisitions and mergers lined up for 2024.