Employment Type : Full-Time
Boutique IFA Our client is a financial advice business who have been operating for 20 years and have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across Hampshire, Surrey, Berkshire and Wiltshire. The business has 4 Advisers and a full team of admins and paraplanners who work with c.170 HNW retirees, City p...
Employment Type : Full-Time
Financial Planning Administrator Offices near Redhill (Surrey) 30k - 35k basic salary plus benefits Boutique IFA firm with 300 clients My client are an independent wealth planning firm. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex and London. In their current setup they manage the affairs of 300 families. They give advice on pensions, investments, tax plannin...
Employment Type : Full-Time
SJP Financial Administrator/ Junior Paraplanner Remote role - 1 day in the office near Slough Work with 5 advisers with 450 clients 30k - 35k plus benefits My client are a boutique wealth planning firm with offices near Slough who offer financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they have 4 advisers and manage the affairs of 450 clients with assets ranging greatly fro...
Employment Type : Full-Time
Financial Administrator Offices near Redhill (Surrey) 30k - 35k basic salary plus benefits Boutique IFA firm with 300 clients My client are an independent wealth planning firm. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex and London. In their current setup they manage the affairs of 300 families. They give advice on pensions, investments, tax planning, cashfl...
Employment Type : Full-Time
SJP Financial Administrator Remote role - 1 day in the office near Slough Work with 5 advisers with 450 clients 30k - 35k plus benefits My client are a boutique wealth planning firm with offices near Slough who offer financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they have 4 advisers and manage the affairs of 450 clients with assets ranging greatly from basic cases of 50k...
Employment Type : Full-Time
My client is a dynamic and forward-thinking Independent, Chartered IFA Firm in London, who, due to expansion, are looking to take on an IFA Administrator who has gained at least 2 years’ experience as an IFA Administrator and is looking for a new and exciting challenge with a Company that can offer support and progression to help you achieve your career goals. Working for a well-established and boutique IFA, you will be supporting the Advisers a...
Employment Type : Full-Time
SJP Financial Administrator/ Junior Paraplanner REMOTE ROLE - 1 day in the office per week near Slough Work with 5 advisers with 450 clients 30k - 35k plus benefits My client are a boutique wealth planning firm with offices near Slough who offer financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they have 4 advisers and manage the affairs of 450 clients with assets ranging gr...
Employment Type : Full-Time
Due to growth, our client, a vibrant and progressive independent investment advisory firm in London, is seeking an experienced IFA Administrator with a minimum of two years of wealth management experience. You will be assisting the company's advisors with administration related to pensions, investments, IHT, tax, and estate planning and protection while working for a reputable and dynamic IFA. You will handle fund swaps, third-party provider int...
Employment Type : Full-Time
Corporate Benefits Administrator Bristol Office-based role Up to 35k This role is suitable for those with corporate benefits administration experience, including group pensions, income protection, life assurance or financial services administration. If you enjoy working with corporate clients, managing benefit schemes, and ensuring smooth administration processes, this could be the ideal next step for you. Salary up to 35k depending on experienc...
Employment Type : Full-Time
2 x Financial Planning Administrator 30k - 37k plus benefits Gatwick/Crawley Working with HNW & UHNW clients Medium sized Chartered IFA firm My client is a Chartered wealth planning practice based outside Gatwick who have been operating for 15 years. They have an excellent reputation providing very solid financial advice to both private and corporate clients who lives in London, Kent, Surrey, Sussex & Hampshire. They have a large book of...