Client Services Administrator (Reception & Office Support) Bristol (Office-Based) £25,000 - £30,000 IFA / Wealth Management The roleWe're looking for a Receptionist / Client Experience Coordinator to join a growing Wealth Management office in Bristol. This is a front-of-house, client-facing role at the centre of a financial services practice - where first impressions matter and no two days look the same. You'll be the first point of contact for clients and visitors, helping to shape ...
My client is a boutique practice in the centre of Norwich; they are a well-established firm with a strong client following. A vacancy has arisen to support one of their Financial Advisers with their administration and paraplanning tasks.This position involves working closely with one of my clients’ advisers and providing one-to-one support on all aspects of business processing. You will liaise with clients and product providers on existing and new business via telephone, email and letter.Whilst ...
Oakley Recruitment is working in partnership with an expanding organisation based in Bromsgrove. This is an excellent opportunity to join the team as a Client Services Executive on a full-time permanent basisCulture and EnvironmentOur client fosters a dynamic and professional culture that is both welcoming and empowering. They are committed to delivering exceptional service to their clients while cultivating an environment where employees feel valued, supported, and driven to grow. Innovation, ...
Our client is seeking a Private Client Solicitor/Legal Executive to join their reputable and successful team in Birmingham.Essential responsibilities:• Preparation of wills and trusts;• Preparation of Probate Applications• LPAs,• Applications to the Court of Protection and advising elderly and vulnerable clients.• Contentious and non-contentious probate• Deed of variations and gifts• Administration of estates (small/large) and trusts;• Dealing with queries corresponding with solicitors, Probate ...
Sales Advisor An award-winning house builder have a requirement for a New Homes Sales Advisor for a new build development they have in Shrewsbury. The company are an established builder who operate across the North West delivering high quality new homes for first time buyers to luxury family executive homes.Sales Advisor Sales Executive will be responsible for securing the sale of new homes and to achieve contract exchanges and legal completions in line with company targets. You will utilise ...
Study Support | Clear Career Progression!Are you looking to build a long-term career in financial planning?Our client, a highly respected and super-fast growing financial planning firm, is seeking an ambitious Trainee Paraplanner to join its established team. This is an excellent opportunity for someone looking to develop their technical knowledge, gain professional qualifications and build a successful career within wealth management.The successful candidate will receive hands-on training, ...
IFA AdministratorNr Loughborough, Leicestershire (our Ref AL1409)Salary c£26,000 depending on experience + benefits and performance related bonusFull time position, office based, although consideration may be given to part time and hybrid workingMy client is a Chartered Financial Planner and has an exciting new opportunity for an experienced IFA Administrator.The role will be varied and you will work closely with the Director, in providing a first-class service to their clients. Should you wish ...
Clark James Recruitment are working with a professional and highly regarded IFA business.Due to expansion, our client has a vacancy for an experienced IFA Administrator to join their dynamic team.The successful candidate will play a crucial role in supporting Financial Advisors by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice.Role* Client Research: Conduct thorough research and analysis on financial products, market trends, and...
This Corporate IFA Administrator job offers an excellent opportunity if you are an experienced administrator who thrives on the corporate and group pensions side of financial planning and prefers a strong office based role.You will join an established advisory business where corporate work sits at the heart of the operation. As a Corporate IFA Administrator, your focus will be supporting advisers ...JBLK1_UKTJ
PSM Recruitment is looking for an experienced IFA Administrator / Junior Paraplanner for our well established and family owned company based in Folkestone.This is an excellent opportunity for someone who enjoys responsibility, takes pride in high-quality work, and wants to demonstrate they can successfully run the administration function of a busy office while managing and supporting others.Reporting directly to the Senior Adviser, you will be responsible for the day-to-day administration of the...
