My client are a well-established financial planning firm in Swindon that are looking to recruit an IFA Administrator to join their long-standing, friendly workforceThis is a full-time office-based role that will involve providing administrative support to the Financial Advisors and Paraplanners.Specific duties relevant paperwork for client meetings.Submitting online applications....JBLK1_UKTJ
Paraplanner Location: Buckinghamshire Contract: Permanent Salary: £40,000 – £55,000 per annum Start Date: Flexible *Hybrid Working* Contact: (url removed)Job Description Service Care Solutions are recruiting on behalf of a National IFA Group for a Paraplanner to join their team in the Buckinghamshire area. This is an exciting opportunity to join a values-driven financial planning firm providing bespoke wealth management advice to established high-net-worth clients and referred new business. The...
Job Title: Chartered Financial PlannerLocation: GloucesterSalary: £60 - £100k, with performance related structured quarterly bonus schemeJob Type: Full time, PermanentAbout Us:Progressive LLP is a genuinely independent firm of Chartered Financial Planners. We are committed to remaining independent and maintaining a partner-led approach, rather than becoming part of a larger corporate structure. The firm is now looking to expand its advisory team, with a clear opportunity for the right individual...
Role: ParaplannerArea: Chichester, HybridPosition: Full time, PermanentSalary: £38k to £45k DOEOur client is an award winning based in Chichester, is now looking for an experienced Paraplanner, 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 ...
IFA Administrator £25,000 to £30,000 (DOE)Birmingham (Office-Based)Study SupportQuarterly Bonuses Internal Career Progression Off-Road ParkingAre you looking to join a fast-growing and forward-thinking financial services company? Our client is a leading provider of mass-market financial services across the West Midlands. Their team values integrity, respect, and a family-friendly approach, and they're seeking a dedicated IFA Administrator to join their expanding business.About the an IFA ...
If you are an experienced Financial Services Administrator looking for a role where your expertise is valued and your workload is structured properly, this Financial Services Administrator job could be an excellent next step. You will join a busy client servicing function supporting advisers with life, pensions and investment administration, ensuring new and ongoing business is processed efficient...JBLK1_UKTJ
My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management.My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service.I am currently looking to recruit an experienced IFA Administrator to join their well-established Colchester Office.Purpose of the roleTo undertake client related ...
Client Relations Manager role - leading IFA Wealth practice!Award winning, IFA Wealth practice in Hawarden, are looking to augment their successful Financial Planning team, by recruiting a Client Relations Manager, to join their office.You'll be supporting the team of Financial Planners with end to end management of the business process, preparing reports, documents, general admin support and deal with client queries - the role sits between IFA Admin and Paraplanning.A competitive salary is on ...
Wealth Planning Practice - Client Relationship Manager roleMy client is a Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting a Client Relationship Manager to join their Liverpool office.You'll be supporting the IFA Administrators, Financial Planners & Paraplanners, dealing with new business admin, client suitability letters, client queries/portfolio's and other aspects of financial services ...
Due to an internal promotion and growth my client, an established and highly regarded Chartered Financial Planning practice, currently seek an experience Financial Planning Administrator to support a talented Financial Planner on a one to one basis who primarily operates in the HNW field.Key Responsibilities* Coordinate and manage client review processes, including scheduling, documentation gathering, and preparation* Maintain accurate and up-to-date client records and financial information ...
