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IFA Administrator

IFA Administrator

Responsibilities to include but will not be limited to: Experience of working within an IFA firm in an administrative role supporting financial advisers Maintain effective relationships with clients, colleagues and 3rd party firms Point of contact fo...

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Sales Ledger Administrator - Financial Services

Sales Ledger Administrator - Financial Services

Ensuring timely and accurate cash collections and allocations Managing sales ledgers Resolving invoice queries by collaborating with clients Sales Ledger Administrator - Invoice Finance - Tamworth Due to business growth, I have a fantastic opportunit...

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Senior Financial Planning Administrator - Hybrid Working

Senior Financial Planning Administrator - Hybrid Working

18 June by Brevere Group

Are you a financial planning administrator, looking for a new role in a close-knit team supporting the MD and paraplanners? Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a p...

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Mortgage Advisor

Mortgage Advisor

15 Feburary by NRG Resourcing Ltd

Amazing benefits - Incentives and Training to advance your career Ever wondered how many mortgages you could complete if you had a team to qualify your clients and book in appointments? How about also having a dedicated team that handles all your adm...

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Mortgage Advisor - Qualified Appointments Provided

Mortgage Advisor - Qualified Appointments Provided

Remote Mortgage Adviser - Qualified Appointments Provided Are you looking for a remote working from home opportunity, giving you the flexibility to work around your family life? One of our clients based in Yorkshire are recruiting for an experienced ...

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Client Servicing Coordinator - IFA - Part-time

Client Servicing Coordinator - IFA - Part-time

We seek a reliable, friendly and professional person to join a client servicing team providing high quality support to Financial Advisers with financial products including pensions and investments. The ideal candidate will have : Excellent IT skills,...

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