We are assisting a Bracknell based company with a Senior IFA administrator position.
The position has become available due to an internal promotion so you will benefit from a handover and still be able to get help/ guidance from this colleague.
You will be working closely, one one-on-one, with an IFA, this adviser has been with the company for 7 years and has built some fantastic relationships with clients over the years.
Mbf are working with a national financial planning organisation in Bracknell to recruit a Financial Services Administrator.
The role will involve working closely with senior members of the team (who will provide ongoing training, support and guidance).
Our client has offices across the UK and a particularly strong presence in South West of England, this is a fantastic opportunity to join a friendly & professional practice at an exciting stage of growth.
The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients.
The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status.
Responsibilities
Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews.
They typically deal with private clients relating to pensions and investment advice ensuring financial security with their expert guidance.
Recruit Wealth are delighted to be representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for experienced Paraplanners to join several of their offices across the UK.
Our client is a modern, highly ethical and rewarding employer to work for.
Our client is seeking an exceptional Partner Support Administrator to become a pivotal part of their vibrant team, working hand-in-hand with Senior Leadership, Line Managers, and colleagues to elevate operations and ensure impeccable compliance and efficiency.
Are you passionate about providing unparalleled administrative support and thrive in a fast-paced environment?
Join Our Dynamic Team & Propel Your Career to New Heights!
Their current requirement is for an experienced IFA Administrator to join the business to provide comprehensive support to a team of successful financial planners and a portfolio of HNW clients.
Mbf are working with a very well-established Financial Planning & Investment Management organisation; the client has a strong history and a fantastic reputation.
They have a national presence but have managed to retain their close-knit, friendly environment - the financial planning division has grown considerably over the past few years with ambitious growth plans for the short-, medium- and long-term future.
This is a chance to join an award winning Estate Agency which offers a structured career path up to Regional Management level.
If you enjoy recognition and strive to be the best at everything you do then this is the perfect opportunity to join a hugely successful and expanding Estate Agency that rewards and recognises excellence.
Are you an experienced and highly successful estate agent with a strong sales background?
We are currently on the search for Property Managers of all levels to join a dynamic, vibrant office in Bracknell.
We're seeking proactive and outgoing Property Managers, from entry level to Team Leader, ready to elevate their careers in a client-focused role that rewards outstanding customer service.