Posted by Financial Divisions • £28K/yr to £35K/yr
My clientis a South Buckinghamshire-based boutique financial planning firm.
They have been providing financial advice to their private clients for more than 20 years, and they have a stellar reputation for giving high net worth private clientsa mix of families, retirees, business executives, and accumulatorsthe best possible financial guidance.
Bonus Excellent Pension and Private Health benefits
Posted by Financial Divisions • £28K/yr to £35K/yr
They have been offering financial advice to their private clients for over 20 years and have an excellent reputation for providing the highest levels of financial advice to High Net Worth private clients who are a mixture of business professionals, retirees, accumulators and families.
My client, are a boutique financial planning practice with offices based in South Buckinghamshire.
Plus: Bonus Excellent Pension & Private Health benefits
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.
Wonderful role opportunity in the Buckinghamshire area for a Skilled Financial Services Administrator or candidate linked to it at a more junior level for office based IFA Firm 9am to 5pm : ).
You will be required to support in FINANCIAL SERVICES ADMINISTRATION THE FINANCIAL ADVISORS AND PARAPLANNERS ON THE ADMINISTRATIVE SIDE AND GET DEVEOPED - You need ADMINISTRATION skills and a link to FINANCIAL SERVICES in order to cover the Admin role very well.
The SUCCESSFUL candidate SHOULD be able to demonstrate a stable employment history and 2 years' experience within an IFA practice.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to two Financial Adviser.
Are you an experienced financial planning administrator, looking for a Senior IFA Administration role working with a close-knit team.
This role offers a generous package and opportunities for development.
We are seeking an experienced, qualified Group Management Accountant to join the growing finance team.
General
We are partnered with a leading provider in B2B services that is PE-backed and has experienced high growth, both organically and via acquisitions.
As a leader in their industry, the business is committed to continuous improvement and innovation and building a collaborative working environment that offers an excellent chance of progression.
Posted by Blakemore Recruitment • £30K/yr to £32K/yr
This company illuminate their client's financial world.
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.
Building clarity and confidence in their mind and optimising every experience they have with them.