Employment Type : Full-Time
Job description We are looking for an ambitious, efficient and conscientious individual to join our team, providing support to the Independent Financial Advisers within the company to ensure that our clients are given a high level of continuing service. The role would suit a candidate with current or previous experience working for financial advisors or within a financial adviser firm. An understanding of the following products would be advantag...
Employment Type : Full-Time
Join our award-winning firm of Chartered Financial Planners as an Administrator, supporting our Financial Planners in providing exceptional service to our clients. About Benchmark Capital Benchmark Capital offers proprietary solutions covering regulatory, platform, and investment services aimed at enhancing productivity and growth for financial advisers. We also operate our own Financial Advice business, dedicated to helping families meet their ...
Employment Type : Full-Time
Supporting the Advisors with Administration Providing a high level of customer service Previous Experience working in Financial Services Essential The Role Our client is seeking a full-time Financial Services Administrator to join their team. You will assist with client queries related to life assurance, pensions, and investments, liaise with product providers, and support day-to-day office administration. The Business Our client is a resp...
Employment Type : Full-Time
Supporting a Financial Advisor with Administration Providing a high level of customer service Working within FAC regulations Administrative support Good communication skills Regulated environment Our client, a well-established Chartered Independent Financial Planning firm is seeking an Independent Financial Services Administrator to join their team based in Wiltshire to support one of their Advisors. What will you be doing? Act...
Employment Type : Full-Time
Supporting the Advisors with Administration Providing a high level of customer service Working within FAC regulations The Role Our Client is looking for a full time Financial Services Administrator to join their friendly and enthusiastic team in their Edinburgh Office. The successful candidate will work in a team that deals with client queries relating to life assurance, pensions and investments as well as liaising with product providers a...
Employment Type : Full-Time
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking an experienced Personal Financial Administrator to join an existing team supporting 9 Financial ...
Employment Type : Full-Time
Financial Services Administrator Location: Cheltenham Salary: Up to 35,000 (Depending on experience) Hours: Full-time or Part-time (Flexible) Are you an experienced financial services professional looking for a hands-on role where you can make a real impact? We’re recruiting on behalf of a friendly and professional boutique Independent Financial Planning Practice based in the heart of Cheltenham. This is a fantastic opportunity to join a close-k...
Employment Type : Full-Time
Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a professional environment with a client centric approach? If the answer to these questions is yes, this could be the ideal role for you. Due to continued success in providing fee based advice to HNW clients, this successfu...
Employment Type : Full-Time
Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a professional environment with a client centric approach? If the answer to these questions is yes, this could be the ideal role for you. Due to continued success in providing fee based advice to HNW clients, this successfu...
Employment Type : Full-Time
Role Highlights: Competitive salary: 33,000 - 37,000 Hybrid working: 3 days in-office, 2 days WFH (Monday is always WFH; office days are flexible weekly) First two weeks: 4 days in-office for training Bonus: Up to 10% annually (7-8% typical) Full suite of benefits (detailed below) Clear pathway into paraplanning (minimum 3 years in admin; training support via Benchmark Academy post-probation) Job Title: Client Account Manager About Our Client: T...