Employment Type : Full-Time
Executive IFA Administrator AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and r...
Employment Type : Full-Time
IO experience Administration support Career progression Fram are working on a great opportunity to join a growing Financial Planning firm based in Somerset. Our client is looking to hire an IFA administrator to provide comprehensive administrative support to the Financial Planning and paraplanning team. The admin team, work in a pod system supporting circa 10 financial advisors and 4 Paraplanners, allowing you to get to know the clients, financi...
Employment Type : Full-Time
The opportunity has arisen for a Financial Planning Administrator to join a well-established Financial Services Practice in Glasgow city centre which provides a highly personalised financial planning and investment management service. During a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business. The firm has the flexibilit...
Employment Type : Full-Time
Highly regarded law firm in Glasgow city centre is looking for a high quality IFA administrator to join the wealth division. You will be involved in a large number of ultra high net worth cases, dealing with the clients and providing technical support to the advisers. Ideally working towards diploma in financial planning and keen to progress with your personal development. This is a service focused and busy wealth planning environment where ever...
Employment Type : Full-Time
Are you an IFA Administrator seeking a new opportunity then this could be the ideal role for you . My client is an established and successful IFA firm who are proud of their reputation as an innovative financial planning firm with strong client focus and service ethic. Due to internal promotion, they now seek a driven individual who can support with admin support to 2 Financial Advisers, the successful candidate willbe invoved in client co...
Employment Type : Full-Time
We are assisting a client based in Eastbourne in hiring an IFA Administrator due to business success/ growth to join their reputable Financial Services Practice, which provides a financial planning service. They are looking for someone who is friendly, focused, and enjoys building relationships with clients. If you come on board, you will work directly alongside the company's director, helping support clients. Over time, you will work on complex...
Employment Type : Full-Time
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. What's in it for you? Excellent basic salary 27 Days Holiday Bank Holidays Close for Christmas Death in Service Cover Free Parking Flexible Hours The successful candidate will be responsible for providing full admin support to for the high net worth clients and dut...
Employment Type : Full-Time
IFA Administrator/Paraplanner Cheltenham area Office based role Up to 30k This role is best suited for candidates who have experience as an IFA Administrator, writing basic annual review reports is desirable but not required. Progression potential to a Paraplanner and Advisor going forward. Salary up to 30k. The Business The business is a directly authorised Independent Financial Advisory firm who have been in operation for over 20 years and off...
Employment Type : Full-Time
Knowledge of IO desirable Financial Services experience Competitve Salary Our client is an independent financial planning firm is committed to providing excellent customer service to client. Due to growth, they are looking to hire an IFA administration to provide comprehensive administrative support to the Financial Planning and paraplanning team. The admin team, work in a pod system supporting the financial advisor, allowing you to get to know ...
Employment Type : Full-Time
We are currently recruiting for a Financial Planning practice in Chelmsford who are looking for an IFA Administrator to join their team. They are looking for someone who has experience within an IFA practice. Duties: Process business submissions within our service level agreement (SLA); recording all new business where necessary (e.g. Intelligent Office, Business Register, File Tracker etc.) Submitting new business to providers, manage internal ...