Job Description A long standing dynamic financial consultancy needs a competent IT literate administrator to enhance client service proposition Responsibilities Working in a very busy IFA Office Responsible for all administration of existing business, appointment making & diary keeping Liaise with clients and insurance companies via telephone and letter ...
Financial Services Administrator - leading Accountancy IFA Practice My client is the Financial Services arm of a leading Accountancy firm, well respected in the Cumbria region. Currently looking to secure a Financial Services Administrator to work closely with one of their leading Independent Financial Advisers, in their Keswick, Penrith and Workington offices. Immediately, you'll have access to a competiti...
Client Services and Marketing Associate - Mayfair Asset Manager Based London, W1 Competitive remuneration based on experience. Our client is a privately owned investment company based in Mayfair. They have a small team and in excess of $500m asset under management. Requirements Candidates must have strong Excel and Power Point skills. The role requires a high level of attent...
SALES CO-ORDINATOR - Runcorn (with good Basic - Intermediate Excel skills) SALARY: £17,000 HOURS: 8.30am - 5.00pm Monday - Friday The Company ... Large established company - leading UK distributor. The Job Working in a team of 18 people you will be responsible for putting together reports to sup...
A North East based Financial Services Practice is now looking to recruit an experienced IFA Sales Support Administrator or Paraplanner. Key job tasks could include the following: - Obtaining illustrations and portfolio valuations; - Inputting client data and information onto in house systems and WRAP; - Fund research, and portfolio analysis, creation of compliance/suitability reports; - Business processing;<br ...
Organisation Description Our exclusive client is a successful and innovative independent financial adviser company, they are looking for an administrator / new business processor to join their team. Job Description On offer is a permanent Administrator / new business processing role, we are happy to consider individuals from a provider background that have a grasp or...
IFA Sales Support £17,000 to £19,000 plus benefits and bonus This 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 across the ful...
IFA Sales Support £17,000 to £19,000 plus benefits and bonus This 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 across the ful...
Senior Sales Support - IFA firm £20,000 to £24,000 plus benefits and bonus This firm of Independent Financial Advisors provides mainly Investment 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, technical support and liai...
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 £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 £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 Account Manager Glasgow £18,000 to £22,000 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 fo...
90 jobs matching this search were posted in the last week
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...
IFA Sales Support £17,000 to £19,000 plus benefits and bonus This 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 across the ful...
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 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...
A supporting IFA practice based near Ross on Wye seeks a proactive IFA Sales Support individual who can work alongside Financial Advisers and Paraplanners. This is role will include obtaining and managing data from insurance companies, inputting that data into the bespoke back office systems and effectively managing your workload to achieve productivity goals. Whilst experience of the IFA sector is preferr...
Our Client is a quality well established Accountancy business in Hertfordshire with a wealth management division and they are currently looking for an experienced financial Services Administrator Based in their office in Royston you will be supporting the IFA's and Paraplanner We feel this is a great opportunity for someone to initially work in a FS support role and have a career path if required within this great organisation<...
Senior Financial Services Administrator Location: Taunton Area Salary: £20,000 - £25,000 This is a great opportunity to join a well established IFA practice and is looking to recruit a Senior Administrator. Our client has continual growth plans and is actively seeking an Administrator who wishes to be part of that growth, and become an integral member ...
Our client is a well known Wealth Management business with offices throughout the UK. We have recently been retained to recruit a Financial Planning Assistant to join their leading Financial Planning division based in Birmingham. This role will sit alongside the Paraplanner's and you will be required to provide support to a team of leading Financial Planners. Daily duties will include; supporting a team of IFA's, liaising with clients...
Our client is a well known Wealth Management business with offices throughout the UK. We have recently been retained to recruit a Financial Planning Assistant to join their leading Financial Planning division based in Cambridge. This role will sit alongside the Paraplanner's and you will be required to provide support to a team of leading Financial Planners. Daily duties will include; supporting a team of IFA's, liaising with clients ...
Our client is a well known Wealth Management business with offices throughout the UK. We have recently been retained to recruit a Financial Planning Assistant to join their leading Financial Planning division based in Bracknell. This role will sit alongside the Paraplanner's and you will be required to provide support to a team of leading Financial Planners. Daily duties will include; supporting a team of IFA's, liaising with clients ...
Our client is a well known Wealth Management business with offices throughout the UK. We have recently been retained to recruit a Financial Planning Assistant to join their leading Financial Planning division based in Guildford. This role will sit alongside the Paraplanner's and you will be required to provide support to a team of leading Financial Planners. Daily duties will include; supporting a team of IFA's, liaising with clients ...
MI Analyst - Service Delivery - Mid Surrey £30,000-£35,000 + excellent benefits. Our client has enjoyed a period of significant business growth, and have presented several opportunities in their growing MI team, supporting service delivery management. Experience of operational planning and workflow management reporting, data mining, analysis, database management and manipulation. <br ...
