Employment Type : Full-Time
Flexible working & homeworking available Our client, an award winning and chartered firm of financial planners are looking to recruit an experienced IFA Admin Team leader to join their city of London based team. This is a first class opportunity to join one of London’s most reputable firms. Duties & responsibilities will include (not limited to): Managing a team of administrators Allocation of work to the wider team Lead weekly team meet...
Employment Type : Full-Time
IFA Admin Team Leader Location: Preston. Free onsite parking Salary: 35,000 - 40,000 Full-Time | Permanent We’re working with a dynamic, nationwide financial planning firm seeking an experienced and motivated Team Leader to oversee and support their Client Service Coordinators (CSOs) based in Preston & Manchester, to consist of a team of five. This is a key role for someone who enjoys leading by example, mentoring others, and driving continu...
Employment Type : Full-Time
IFA Administration Team Leader Location: London Salary: Up to 55,000 Excellent Benefits Working Model: Hybrid A prestigious investment and wealth management firm is seeking an experienced IFA Administration Team Leader to manage a team of high-performing administrators and provide outstanding support to regulated Financial Planners and ultra-high-net-worth clients. This is a rare opportunity to join a respected Private Office division, offering ...
Employment Type : Full-Time
My client is an Independent Financial Advisory firm based in the Wakefield area, providing individual clients and businesses with Advice across Pensions, Investments, Retirement & Estate Planning. We are urgently seeking an IFA Administration Team Leader, who will sit within the Administration function and primarily manage the companies back-office Administration staff and ensuring smooth efficient running of the office on a daily basis and ...
Employment Type : Full-Time
IFA Administration Team Leader Location: Tunbridge Wells Salary: Up to 55,000 Excellent Benefits Working Model: Hybrid A prestigious investment and wealth management firm is seeking an experienced IFA Administration Team Leader to manage a team of high-performing administrators and provide outstanding support to regulated Financial Planners and ultra-high-net-worth clients. This is a rare opportunity to join a respected financial planning divisi...
Employment Type : Full-Time
IFA Administrator / Client Services Executive (12 Month FTC) Wimborne, Dorset, 2-3 days a week 29,000 - 32,000 This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK they are the market leader in the industry and have been supporting...
Employment Type : Full-Time
IFA Administrator Location: Central Brighton Job Type: Full-time, Permanent Salary: Up to 30,000 (Negotiable dependent on experience and current salary) Job Reference: 9773 Are you an organised and proactive professional looking to take the next step in your financial services career? We're recruiting for a dedicated IFA Administrator to join a supportive client services team based in the heart of Brighton. In this office-based role, you’ll play...
Employment Type : Full-Time
IFA Administrator – Hybrid Working & Excellent Benefits Join a Prominent Financial Services Firm in Warwick Looking for a dynamic environment where professional growth meets a close-knit, friendly culture? This well-established firm is renowned for delivering tailored financial planning and investment management solutions, backed by a reputation for personalized service and continual expansion. The Role Take on a crucial support position wit...
Employment Type : Full-Time
Our client is looking for an experienced Senior Administrator to join their Wealth Management firm based in London. This position comes with a generous pay and benefits package and has hybrid working available. You will be working alongside the Client Services team leader in assisting with the smooth running of the firm, managing client data and submitting new business. Responsibilities: Prepare review meeting files Submit new business and proce...
Employment Type : Full-Time
Behind every successful Financial Adviser is an operations powerhouse, making everything run like clockwork. That's where you come in. As the Operations Manager, you'll be the backbone of the office, the person who ensures that Advisers can focus on what they do best, while you orchestrate the complex dance of modern financial planning operations. This isn't just about keeping the lights on. You'll be shaping how the business works, improving pr...