Employment Type : Full-Time
This Senior IFA Administrator / Team Leader job in Gerrards Cross provides opportunity to join a well-established IFA firm, providing holistic financial planning to private clients. You will be working closely with the Principal Financial Advisor, acting in a team leader capacity, whereby you will be managing the team workflow. As such, you will be delegating tasks and also hosting regular team catch ups to identify outstanding actions and where...
Employment Type : Full-Time
Our client is looking for a Client Administrator Team Leader to join their team. You will be line-managing a team of Wealth Client Administrators in a way that supports delivery of service excellence at all times. As the Team Leader, providing crucial support to our Financial Planners, ensuring they and their clients receive outstanding service. Your remit will include team management, organisation, and providing a coaching environment to suppor...
Employment Type : Full-Time
IFA Administrator Up to 38,000 Office based role This role is suited to those with 1 Years of experience in IFA Administration within an advisory firm. The role is based in the close-knit office, where they value and reward hard work, team players and flexibility. Within the role, there is a direct route to senior administrator, and potential progression to Trainee Paraplanner in the future. The salary is up to 38,000 for a senior Administrator....
Employment Type : Full-Time
IFA Administrator West Yorkshire Salary up to 30,000 (Experience dependant) Exam support Development Hybrid Working Death In service 25 days holiday Bank Hols We are proud to be representing a Firm of Independent Financial Planners to pride on offering a flexible and family oriented working environment. As a result of their ongoing growth now have an excellent opportunity for a Financial Planning The Client Administration Team is r...
Employment Type : Full-Time
Position : IFA Administrator Location : Caterham, Surrey Minimum Requirements : 2 years IFA administration experience; 1st Software experience; XPlan experience ideal but not essential Salary/package : Up to 32,000 YOUR NEW COMPANY Our client is a Top 20 Chartered Financial Planner & Employee Benefits firm, based in Caterham, Surrey. Due to expansion, this award-winning business has a requirement for a new IFA Administrator to join it's grow...
Employment Type : Full-Time
Role: IFA Administrator Location: City of London Salary: Up to 35,000 2-3 days a week in the office 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 their clie...
Employment Type : Full-Time
A leading financial services firm is on the hunt for an exceptional IFA Administrator to their growing support team. The salary for an Administrator within the support team is up to 30,000 and offers hybrid working. You will be joining a Client-Centric IFA firm that is dedicated to providing personalised solutions that align with each client’s unique financial dreams. Our reputation speaks volumes. They are a larger practice with of...
Employment Type : Full-Time
IFA Administrator Exciting opportunity for a Financial Administrator to join one of UK’s leading Wealth Management and Financial Advisory specialists based in Spalding area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of any organisation as it is a vital part of any business. We are looking to speak with applicant who can...
Employment Type : Full-Time
Role: IFA Administrator Location: City of London Salary: Up to 30,000 2-3 days a week in the office 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 their clie...
Employment Type : Full-Time
Associate Pensions Consultant (UK - Nationwide) Do you have a background in the pensions industry and are looking to specialise further? Are you looking to work with market leaders on wide-ranging projects and clients? We may have the role for you! Aon is recruiting for an Associate Pensions Consultant to join one of our market leading specialist consulting teams (part of our broader UK Retirement Consulting business). You could be based i...