My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs.We are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal...
My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments.We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices. The main purpose of the role is to provide first line administrative and technical support to the Financial Planning Consultants, and be the main point of ...
My client is a Financial Advisory & Investment Management firm, providing high quality Financial Advice to both Individuals and Businesses.We are currently seeking a Trainee Paraplanner to join the Admninistrative teams, you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters...
My client are a well-established financial planning firm on the outskirts of Bristol that are looking to recruit an IFA Administrator to join their long-standing, friendly workforce.This is an office-based role that will involve providing administrative support to the Financial Advisors and Paraplanners.Specific Duties relevant paperwork for client meetings. Submitting online app...JBLK1_UKTJ
Dynamite Recruitment are looking for a motivated and detail-oriented Paraplanner to join a growing financial planning team within an IFA. You will work closely with Financial Advisers to support the delivery of high-quality advice to clients by conducting research, analysing financial information, and preparing suitability reports.This is an excellent opportunity for a technically strong paraplanner who wants to play a key role in delivering exceptional financial planning support within a ...
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses.We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability ...
Sales Advisor An award-winning house builder have a requirement for a New Homes Sales Advisor for a 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 roleAs a dedicated Sales Advisor you will deliver first class customer service to existing and prospective home owners.Reporting to the Sales Manager you will be focusing on securing ...
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning.We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice.Specific ...
IFA Administrator £32,000 - £35,000 + 33 Days Holiday + Bonus + Progression + Funded European Holiday Bordon, HampshireAre you an IFA Administrator looking for a role within a friendly, relaxed business that values a great working environment and offers 33 Days holiday as well as the ability to earn an annual bonus? On offer if the opportunity to join a respected Financial Services firm who are looking to grow. You'll be joining a tight knit branch that has been established for over 20 years.In ...
IFA AdministratorLocation: Farnborough (hybrid working available)Salary: £27,000 – £35,000 + excellent benefitsOur client is a well-established, client-focused financial services firm looking to expand their centralised administration and client servicing team. This is a fantastic opportunity to join a collaborative environment, providing end-to-end administrative support across a broad range of financial products.Key responsibilities:* Processing new business across investments (ISAs, bonds, ...
