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Junior Paraplanner / Client Manager

Junior Paraplanner / Client Manager

9 July by Brevere Group

Are you an experienced financial services administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities? The option to progress on to Paraplanning is available. Due to continued success in...

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Wealth Planning / IFA Administrator

Wealth Planning / IFA Administrator

Title: Wealth Planning / IFA Administrator Based: Lickey, Birmingham outskirts Salary - 23,000 - 26,000 Job Summary: If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a ...

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IFA Administrator

IFA Administrator

This IFA Administrator job in Sutton Coldfield provides opportunity to join a small, close knit team. You will be joining a team of 2 Financial Advisers and 2 Support Staff who work closely together to provide their clients with holistic financial pl...

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Paraplanner (Remote)

Paraplanner (Remote)

Paraplanner - Remote working - Up to 45,000 An exciting opportunity has arisen for an experienced Paraplanner to join a leading IFA with offices across the UK. What’s on offer? 7% employer pension contribution 4xDIS varying bonus schemes PMI full fin...

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IFA Administrator

IFA Administrator

16 July by Heat Recruitment

IFA Administrator -Birmingham, UK Salary: 25,000- 30,000 per annum (DOE) We are working with a leading financial advisory firm in Birmingham, dedicated to providing tailored financial advice and services to our clients. The team of professional Indep...

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Financial Planning Administrator

Financial Planning Administrator

9 Feburary by Clever-HR

We have an exciting new opportunity to join this directly authorised Financial Planning firm that delivers tailored and holistic advice to corporate and private individuals. With offices in the Midlands and London the firm continue to go from strengt...

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Financial Services Administrator

Financial Services Administrator

This Financial Services Administrator job in Warwick is ideal for current Administrators within Financial Services keen to join a growing company which has exciting plans ahead You would be providing financial planning administration support to their...

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Mortgage Administrator Scout Financial Services

Mortgage Administrator Scout Financial Services

19 June by YOPA

Location: Hinckley, Leicestershire Reporting to : Operations Manager Hours of Work – 40hrs/week – Mon-Fri – 9am – 7pm (flexible working pattern, minimum 3 days in the office) Salary - 24k subject to experience and uncapped commission. Welcome to Scou...

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Client Services Manager - Chartered Financial Planning Firm

Client Services Manager - Chartered Financial Planning Firm

20 June by NJR Recruitment

Client Services Manager - Chartered Financial Planning Firm Locations: Stafford Salary: 25,000 - 35,000 Our client, an 'Independent' firm of Chartered Financial Planners now requires an additional Administrator to join their established and friendly ...

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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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Finance Systems Assistant

Finance Systems Assistant

Job Title: Finance Systems Assistant Salary: 30,000 Working Pattern: Full Time Contract Type: Permanent Location: Birmingham Our client, a leading organisation in the financial sector, is currently seeking a skilled and detail-oriented Finance System...

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Investment and Pension Administrator

Investment and Pension Administrator

Investment and Pension Administrator South Leicestershire Salary c 22,000 - c 30,000 dep on exp plus benefits Monday to Friday 9.00 am - 5.00 pm (some flex may be available) (our ref AL1291) My client is an established Independent Wealth Management o...

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Financial Adviser

Financial Adviser

In this employed Financial Adviser job you will inherit an existing client bank across the Birmingham, Coventry and Worcestershire area. You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients..

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Financial Adviser

Financial Adviser

In this employed Financial Adviser job you will inherit an existing client bank across the Birmingham, Coventry and Worcestershire area. You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients..

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IFA Administrator

IFA Administrator

5 days ago by IDEX Consulting Ltd

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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