Are you seeking an IFA Administrator job where you can make a real impact within a supportive, forward-thinking team? This boutique chartered financial planning practice is expanding and looking for an IFA Administrator to join their growing operation.As an IFA Administrator, you'll be the vital link between clients and advisers, ensuring seamless service delivery. You'll act as the first point of contact for client inquiries, prepare comprehensive review packs, handle general processing ...
IFA New Business Administrator Location: Colchester, EssexSalary: £30,000 - £33,500 Days/ Hours of work: Monday - Friday, 8:30am - 5:00pmBenefits23 days holiday + bank holidays (increasing to 25 days after 5 years)Office closure over ChristmasDeath in Service policy Income Protection Workplace pension schemeFriendly, close knit and supportive team environmentParking costs covered/ space provided where availableA well established and highly regarded Independent Financial Advisory firm based in ...
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 efficiently from start to finish.As a Financial Services Administrator, you will be responsible for managing ...
Role: IFA AdministratorLocation: ChippenhamSalary: £ NegotiableThe OpportunityAn established and forward-thinking independent financial planning firm is seeking an organised and proactive IFA Administrator to join its growing Chippenham-based team. This role offers an excellent opportunity to build a long-term career in financial services within a supportive, professional environment.Role Overview...JBLK1_UKTJ
This hybrid based IFA Administrator job in Leamington Spa is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support.As an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey. Y...JBLK1_UKTJ
IFA Administrator | Wealth Management | Wendover, BuckinghamshireUp to £32,000 + Excellent Benefits | Hybrid Working | Career DevelopmentReady to take the next step in your Wealth Management career?If you're an experienced IFA Administrator who enjoys delivering exceptional client service and being at the heart of the financial planning process, this is an opportunity to join a highly respected, g...JBLK1_UKTJ
Job Title: Trainee ParaplannerLocation: Sutton Coldfield (office based)Salary: From £35k per annum depending on experience and qualificationsJob Type: Full-time, PermanentWorking Hours: 8.30am - 5pm Monday to Thurs, Friday 9am - 1pmAbout us:Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody ...
Are you an Operations Manager experienced within financial planning industry an looking to join a growing business in the heart of London?Our client is looking to add an Operations Manager to their dedicated team who will take charge of the back-office team of 6 including Paraplanners and Administrators and lead from the front. You will oversee the day to day operations of the firm to ensure the smooth and efficient running of the business.Your responsibilities will include:* Day to day ...
This Paraplanner job offers the chance to join a well-established independent financial planning firm where technical quality, collaboration and professional development are genuinely valued. If you are an experienced Paraplanner seeking stability, varied financial planning work and a supportive team environment, this opportunity is well worth exploring.In this Paraplanner role, you will support Financial Advisers by producing high-quality research and suitability reports across a broad spectrum...
PI Account Executive (Inherited Book)Bristol | £40,000 - £55,000 + Bonus + BenefitsIf you're an experienced PI Account Handler ready to step into an Executive role, or an Account Executive looking for a stronger platform and an existing portfolio to inherit, this could be the opportunity you've been waiting for.You'll take ownership of an established Professional Indemnity portfolio generating around £250,000 in commission income, giving you immediate access to revenue, relationships and earning...