Organisation Description Leading pharmaceutical company seeks exceptional Sales Analyst Are you an experienced analyst looking for a fresh opportunity? Job Description The role will give the business critical data and insight into customer behaviours’ and product performance, allowing for a streamlined and successful business approach. The role inv...
This successful and professional IFA practice is in the market to expand its support team by recruiting for an experienced IFA Administrator. You will primarily be working alongside some exceptional wealth management consultants providing excellent administration support to a HNW client bank. Duties will include day to day administration i.e. processing applications, chasing outstanding information, dealing with insurance companies as w...
Clark James Financial Services Recruitment are working with a nationwide Wealth Management organisation who are seeking an experienced Financial Services Sales Support Administrator to join their London office. The successful individual will provide proactive and efficient administration and support service to clients, Consultants and third parties, ensuring that all new business for Pensions, Investment and Protection are ...
This South West and London based financial advisory firm is looking to take on a new Sales Support to join their successful team. The company provides financial planning advice to the private and corporate sectors, charities and trusts. Having been in the industry for over 20 years they are very well placed in the market to continue their growth plans. The role will involve the following duties: Obtaining policy informat...
Well established IFA practice requires an additional administrator to compliment their existing team. Duties will include providing full back up support for advisers, new business processing, chasing pipeline, producing valuations and liaising with clients and providers. The ideal candidate will have previous IFA experience and have dealt with the full range of financial planning products. A very attractive salary and benefits package is on...
Clark James Financial Services Recruitment are working with this Independent Financial Advisers who are seeking an experienced Sales Support Administrator to provide effective pre and post Sales Support to the Financial Advisers with Personal Financial Planning including Investment, Pensions and Protection products. Key duties will include: Collate, analyse and interpret data and update investment...
Well established IFA practice based in Bury requires an experienced administrator to compliment their existing team. The role will include valuations, new business processing, pipeline chasing, servicing existing business and liaising with clients and providers. An attractive salary plus benefits including flexible working hours are on offer for the right candidate. ...
My client is a leading firm of IFAs based in Altrincham seeking to appoint a Group Scheme Administrator. This award winning firm offers career progression opportunities and a professional hard working environment. You will ensure the smooth running of the various employee benefits for their corporate and individual clients including Group Pension Schemes. The ideal candidate will come from an IFA background and will have previous exp...
The purpose of this role is support the Regional Teams in the delivery of administration support across a range of financial products and services. The role will require good administration skills with knowledge of the financial products and services to deliver a true client centric experience to the internal client bank, building up relationships where appropriate. Main Duties: Work as part of the Regio...
Pensions Administrator Leeds £20,000 - £23,000.00 Our client is perceived as one of the most innovative and forward thinking organisations within the Financial Services industry, highlighting exactly why they are listed in the Sunday Times Fast Track 100 of fastest-growing UK companies in 2012. Due to continued expansion within its annuities practice,...
Financial Services - IFA Administrator Liverpool £18,000.00 - £23,000.00 per annum A fantastic opportunity has arisen to work for a Financial Services firm based in Liverpool. The successful applicant will have expereince of working within an IFA practice or Life Insurance environment and providing support to the Sales Specialists in relation to Pensions...
Financial Services - Sales Support Administrator Leeds - City Centre £18,000.00 - £23,000.00 A fantastic opportunity has arisen to work for a Financial Services firm based in Leeds. The successful applicant will have expereince of working within an IFA practice or Life Insurance environment and providing support to the Sales Specialists in relation to Pens...
Our client is a highly regarded Financial Advisory firm based based in Harrogate and they are currently looking to recruit a Financial Services Administrator, with proven industry experience. As an organisation they provide the full range of investment and pension services to both personal and corporate clients. Duties of the role will include: Provide administrative support to the Financial Advisors and...
63 jobs matching this search were posted in the last week
A fantastic position has arisen for an experienced IFA Sales Support Administrator to join this highly respected Chartered Wealth Management, and Independent Financial Planning Advisory Group based in their Norwich office. This position will provide full administrative support to two senior consultants within the wealth planning and corporate team, and will involve obtaining new business illustrations, new business processing, the pre...
A fantastic position has arisen for an experienced IFA Sales Support Administrator to join this highly respected Chartered Wealth Management, and Independent Financial Planning Advisory Group based in their Norwich office. This position will provide full administrative support to two senior consultants within the wealth planning and corporate team, and will involve obtaining new business illustrations, new business processing, the pre...
Financial Services Administrator Manchester £18,000.00 to £22,000.00 per annum Our client is a Wealth Manager based in Manchester and they are currently looking to recruit a Financial Services Administrator, with proven industry experience. As an organisation they provide the full range of investment and pension services to both personal and corporate clients....
Leading UK Financial Services practice require a good individual for their Private Wealth team. The main activities of the firm are not focused in one particular area of advice but rather spread across the whole range of full financial planning and asset management. The team are highly motivated, enthusiastic and there is always the opportunity for the right person to progress within the company who encourages ...
Paraplanner required to work for an IFA in Harrogate. An exciting opportunity has arisen for an experienced Paraplanner to join a reputable IFA practice based in Harrogate. The successful incumbent will be responsible for providing support to Independent Financial Advisers who give advice on pensions, investments and protection to mainly private clients, some corporate. You will analyse fact find information, research...
An opportunity has arisen for an experienced Financial Planning Administrator to join a reputable practice of IFAs based in Harrogate. The main purpose of the role is to be responsible for providing administration support to two IFA consultants. You will be the initial point of contact for clients, products providers and IFAs, prepare documents for meetings, process new business, obtain valuations and quotations, create reports and i...
Our client, a global finance organisation with offices in Central London is seeking a financially astute graduate to work in a client facing role in a 3 month contract role with possibility of extension. Successful applicants will be highly motivated and detailed oriented. The role will involve working with various financial institutions across Europe in order to co-ordinate access to research content on financial databases. In additi...
A leading insurance firm are looking for a Service Desk Analyst. They successful candidate must have strong 1st line support from a blue-chip organisation or financial services company. Key responsibilities: Performs general maintenance tasks and repairs computer systems and peripheral equipment. Performs troubleshooting and diagnosis of general desktop computing software,...
Organisation Description This is a role for an expanding IFA, they have recently expanded all of there departments and have chosen to take a more technical approach to Financial Advice. The firm have been established for many years and now recognise that it is time to expand their team and enable them to service there clients to the best of the ability. Job Description The role i...
IFA Sales Support £17,000 to £20,000 plus benefits and bonus This national firm of Independent Financial Advisors provides mainly Individual advice to HNW Private Clients. Due to growth on the Advisor side they are expanding the administration team with the recruitment of an additional sales support professional. You will be responsible for new business, servicing of existing business and liaison with providers acros...
IFA Sales Support £18,000 to £21,000 plus benefits and bonus This national firm of Independent Financial Advisors provides mainly Individual advice to HNW Private Clients. Due to growth on the Advisor side they are expanding the administration team with the recruitment of an additional sales support professional. You will be responsible for new business, servicing of existing business and liaison with providers acros...
IFA Account Manager To £21,000 plus bonus (OTE £35,000) Johnstongreer has been retained by this leading pension and investment company that has an established team of telephone account managers responsible for promoting the company’s financial planning products to the IFA distribution channel. Due to company growth they require an additional account manager who will be responsible for promoting company products...
