This Senior IFA Administrator / Team Leader job in Gerrards Cross provides opportunity to join a well-established IFA firm, providing holistic financial planning to private clients.
You will be working closely with the Principal Financial Advisor, acting in a team leader capacity, whereby you will be managing the team workflow.
As such, you will be delegating tasks and also hosting regular team catch ups to identify outstanding actions and where additional support is needed.
We are currently recruiting for a highly regarded Financial Planning practice in St Albans who are looking for an experienced IFA Administrator to join their team.
This company illuminate their client's financial world.
Building clarity and confidence in their mind and optimising every experience they have with them.
We are assisting a longstanding client in recruiting an IFA Administrator to join their current team of 8 administrators in Gerrard's Cross.
This is a highly varied role and a fantastic opportunity for the correct individual with a keen interest in financial services who wishes to embark on a path of continued professional development.
The role would suit a motivated professional, who can use their initiative and be able to prioritise work.
To support Wealth Planners by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.
General
Well established wealth management practice based in the Gerrards Cross who require an additional administrator to complement their existing team.
Responsibilities
Significant contribution to the client experience and service delivery to both existing and new clients, including a smooth client take on process, general client communications and administration, mailings and valuations.
This Graduate Administrator job in Gerrards Cross provides opportunity for a career minded individual, to join a well-established IFA firm, providing holistic financial planning to private clients.
Alongside other support staff, you will be supporting a busy Financial Advisor, who writes a significant level of business.
You will play a key role in ensuring the Financial Advisor is appropriately prepared for client meetings and actioning post meeting tasks.
This IFA Administrator job in Gerrards Cross provides opportunity for an experienced individual, to join a well-established IFA firm, providing holistic financial planning to private clients.
Alongside other support staff, you will be supporting a busy Financial Advisor, who writes a significant level of business.
You will play a key role in ensuring the Financial Advisor is appropriately prepared for client meetings and actioning post meeting tasks.
Hybrid working after 6 months A long established Commercial Broker in the Insurance industry are looking for a top drawer Commercial Insurance professional (YOU MUST have the relevant experience) for a role servicing an existing book of Commercial and Corporate clients and helping to bring in new ones.
The salary and package on offer are really solid.
You'll be driven, hardworking and business focussed, whilst keeping clients at the heart of your actions and help the team to achieve both renewal retention and growth rates.
KFS Recruitment is pleased to present this fantastic role with an established Property Finance Brokerage specialising in Bridging, Buy to Let, Commercial Term and Development Finance.
The company is also a Mortgage Network, with a fast-growing number of Appointed Representatives.
They are building an amazing team and looking for an ambitious Internal Business Development Executive to join the team, based at their Gerrards Cross Office.
You will be responsible for processing their weekly expenses and financial administration.
We have partnered with a well-established family run business in Buckinghamshire, who are looking for a methodical and detail-oriented individual to join their team.