Posted by Blakemore Recruitment • £35K/yr to £37K/yr
We are currently recruiting for a small Financial Planning practice based in Leighton Buzzard who are looking to recruit a Senior IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm.
This role will included speaking clients on a daily basis.
This role offers hybrid working 3 days in the office and 2 days from home.
Are you an experienced Financial Planner looking to join a dynamic, fast-growing Financial Planning group?
Book Size: £20-30M FUM
This is a unique opportunity to take ownership of a substantial client book valued at £20-30M FUM in the Buckinghamshire area, with the support and flexibility to excel both in client service and new business development.
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Fantastic opportunity to building a career in Wealth Management with the support of a close-knit team in well established financial planning firm.
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.
Duties for this role after training
Issue signed letters of authority (LOA) and transfer of agency (TOA) to providers and obtain standard policy information.
Great news, I am Sourcing a wonderful IFA Financial company a R01, R03 and R04 skilled Senior Financial Services Administrator client support admin and report writing.
If you are hugely skilled linked to supporting on the Admin side the Financial Advisors and you must have the supporting the client banks and have Pensions and Investment Admin and Report Writing skills then you can apply and must have a minimum of around 5 years skills ideally and the salary is linked to around 45k.
The profile will be shared also when you apply with the required skills.as outlined.
Great news, I am Sourcing a wonderful IFA Financial company a R01, R03 and R04 skilled Senior Financial Services Administrator client support admin and report writing.
If you are hugely skilled linked to supporting on the Admin side the Financial Advisors and you must have the supporting the client banks and have Pensions and Investment Admin and Report Writing skills then you can apply and must have a minimum of around 5 years skills ideally and the salary is linked to around 45k.
The profile will be shared also when you apply with the required skills.as outlined.
Great news, I am about to source for a wonderful IFA Financial company a R01, R03 and R04 skilled Senior Financial Services Administrator client support admin and report writing.
If you are hugely skilled linked to supporting on the Admin side the Financial Advisors and you must have the supporting the client banks and have Pensions and Investment Admin and Report Writing skills then you can apply and must have a minimum of around 5 years skills ideally and the salary is linked to around 45k.
The profile will be shared also when you apply with the required skills.as outlined.
Posted by LHH Recruitment Solutions • £70K/yr to £75K/yr
The LHH Accountancy & Finance team are proud to be partnering with a medium sized housing association to recruit for a Financial Planning Manager to join the team.
The position will also involve the preparation of financial models and meaningful analysis for board reporting, strategic business decisions and financial forecasts.
The role will be responsible for all aspects of financial and non-financial reporting across the Group.