senior financial planning administrator - chartered ifa firm - godalming office Jobs - 20
Senior Financial Planning Administrator
mbf. - B930AD
Employment Type : Full-Time
Client Relationship Manager (Senior Financial Planning Administrator) Solihull - Hybrid Working - to 35,000 plus bonus plus benefits An excellent opportunity has arisen for a Client Relationship Manager to join a well-established Wealth Management firm in Solihull. This role is ideal for a highly organised and proactive professional with experience in financial services, looking to take the next step in their career. The firm is known for provid...
Senior Financial Planning Administrator
Brevere Group - West Bridgford
Employment Type : Full-Time
Are you an experienced financial planning administrator looking for a role in a close-knit supportive environment The successful candidate will have experience within a financial services environment, preferably and IFA and have exposure to FCA regulations and strong IT skills. Duties for this role will include: Oversight of administration workflows Confidence in speaking with a wide variety of clients and providers Group pension & protectio...
Senior IFA Administrator / Office Manager
Fram Search - London
Employment Type : Full-Time
Hybrid working Career progression Financial advice background Fram are working with a successful Wealth manager, who are seeking a new IFA administrator/office manager. Our client deals with Financial advice to individuals and business by combining independent wealth management services with financial planning across pensions, investments, protection, and mortgages. Due to movement and growth within the firm, they are looking for an experienced ...
Senior IFA Administrator
Cameron James - GU227ED
Employment Type : Full-Time
Our client is a very successful small firm of Wealth Planners based in Woking who require an IFA, Wealth Planning Administrator. Purpose of the role To support the advisers in their day to day duties. Liaising with clients, keying client information to the back office systems. Preparing client documents, including suitability reports and information for client appointments, and ongoing review appointments. Ensuring all new business requests are ...
Client Services Administrator - Financial Planning
mbf. - EC3A3DH
Employment Type : Full-Time
An award-winning boutique wealth management firm is seeking a Client Services Administrator to join their highly regarded team. This role offers an excellent opportunity for an individual with prior experience in an IFA, Financial Services, or Client Services environment who is looking to develop their career within the financial planning sector. The Role: Working closely with Paraplanners and Senior Wealth Planners, the Client Services Administ...
IFA Administrator
Finlink Ltd - BH211PF
Employment Type : Full-Time
IFA Administrator Full time - 35 hours Dorset Office Based Salary negotiable This is an excellent opportunity for an IFA Administrator to join a well-established financial advisory firm. As an IFA Administrator, you will provide vital support to a Senior Adviser, managing a portfolio of 100 clients. You will be the first point of contact for clients, ensuring smooth communication and assisting with compliance, documentation, and annual review re...
IFA Administrator
O'loughlin Recruitment Ltd - Manchester
Employment Type : Full-Time
My client is a well-known Manchester based Independent Financial Adviser firm and they are looking for an Senior IFA Administrator to provide support to a team of Independent Financial Advisers from their Manchester office (hybrid working available). You will need experience of working within a Financial Advisor firm as an Administrator to be considered. You will need to be a strong team player with good interpersonal skills and the ability to c...
IFA Administrator
O'loughlin Recruitment Ltd - Nottingham
Employment Type : Full-Time
My client is a well-known South Nottingham based Independent Financial Adviser firm and they are looking for an Senior IFA Administrator to provide support to a team of Independent Financial Advisers from their South Nottingham office (hybrid working available). You will need experience of working within a Financial Advisor firm as an Administrator to be considered. You will need to be a strong team player with good interpersonal skills and the ...
IFA Administrator
Ortus PSR - CM17EQ
Employment Type : Full-Time
Senior Administrator – Elevate Your Career in Wealth Management Operations Are you an experienced Financial Services Administrator looking to join a forward-thinking Wealth Management firm? This opportunity is ideal for someone who thrives in a structured, process-driven environment and is passionate about delivering exceptional client service. Salary up to 30,000 This established and growing firm is seeking a Senior Administrator to join their ...
IFA Administrator
O'loughlin Recruitment Ltd - Warrington
Employment Type : Full-Time
My client is a well-known Manchester based Independent Financial Adviser firm and they are looking for an Senior IFA Administrator to provide support to a team of Independent Financial Advisers from their Manchester office (hybrid working available). You will need experience of working within a Financial Advisor firm as an Administrator to be considered. You will need to be a strong team player with good interpersonal skills and the ability to c...