Posted by Lime People Search & Select Ltd • £23K/yr to £28K/yr
General
We are urgently seeking an IFA Administrator to join the existing Administrative teams on the Financial Planning side of the business, generally you would be responsible for supporting Financial Advisors of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.
My client is a Independent Stockbroker, Investment Management & Financial Planning firm based in Harrogate.
Your specific duties will include
Providing full administrative support to a number of Financial Planners.
NJR are pleased to be representing a leading firm of Independent Financial Advisers, who is now seeking an experienced IFA Administrator to join their small and well established team.
Posted by Capio Recruitment Financial Planning • £45K/yr to £55K/yr
They place an emphasis on client care and providing a tailored solution.
This position is with an expanding, national financial planning practice that have several offices across the UK and are continuing to grow.
They have a broad offering for clients, providing advice across a range of cases including Pensions, Investments, Protection, IHT, Tax & employee benefits along with some corporate financial planning.
Posted by Capio Recruitment Financial Planning • £30K/yr to £35K/yr
They place an emphasis on client care and providing a tailored solution.
This position is with an expanding, national financial planning practice that have several offices across the UK and are continuing to grow.
They have a broad offering for clients, providing advice across a range of cases including Pensions, Investments, Protection, IHT, Tax & employee benefits along with some corporate financial planning.
Posted by Lime People Search & Select Ltd • £35K/yr to £45K/yr
We are seeking an experienced Paraplanner to join the exiting Paraplanning and Administrative teams, specifically you will be responsible for:
Providing administrative support in the preparation of non-client facing documentation, in relation to the preparation and administration of financial plans or reports.
My client is an Independent Financial Advisory firm based in Harrogate providing Financial Advice to both individuals and businesses surrounding Pensions, Investments, Retirement Planning, Tax, Trusts and Life & Health Insurance.
My Client based in Essex are looking to appoint an Interim HR Restructuring Project Officer to at least March 2025.
You would be required to draft letters and coordinate elections for reps and documentation associated with collective consultations and then individual consultations.
My Client based in Essex are looking to appoint an Interim HR Restructuring Project Officer to at least March 2025.
You would be required to draft letters and coordinate elections for reps and documentation associated with collective consultations and then individual consultations.