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, ...
PENSION & INVESTMENT ADMINISTRATOR***Are you an experienced Financial Services Administrator with a background in pensions and investments, and either already holding or working towards financial services qualifications such as R01-R06 (or equivalent)? If you're looking to join a friendly, professional and highly regarded wealth management team where you can continue to develop your career, this could be an excellent opportunity.Our client is a well-established and successful Independent ...
Your new company Hays are recruiting for a Finance Administrator to join a growing start‑up financial services firm based in Wilmslow. This is an exciting opportunity to join a business in an early growth phase, where change is frequent and innovation is encouraged.Your new role Supporting income accuracy and financial control across the wider businessCompleting income reconciliation for adviser and client revenue, ensuring accuracy and completenessInvestigating income discrepancies and liaising...
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...
Experienced IFA AdministratorWe are looking for an experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for someone with strong technical knowledge, exceptional attention to detail, and a proactive approach to supporting Advisers and delivering a first-class client experience.Key Respons high-quality administrative support to Advisers and Paraplanners throughout the client journey.Prepare client packs, valuations, ...
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
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 ...
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...
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...
Independent Forgings and Alloys (IFA), one of Europe's leading precision forging companies, is expanding and looking to recruit a Health & Safety Advisor to join its Sheffield-based team.This is an excellent opportunity for a junior or experienced Health & Safety professional to join a well-established and highly respected organisation operating within the Aerospace manufacturing environment. The role offers long-term stability, training and career development opportunities within a ...