Ref: 1450 Sales Support / Paraplanner Buckinghamshire £Competitive salary, benefits. Support for exams. Opportunity: Sales support / paraplanner role working for a senior adviser. Environment: Small established IFA with an excellent working environment. Responsibilities: Providing sales support to a senior adviser including preparation for client meetings, product research, suitability reports ...
Ref: 1454 Sales Support / Paraplanner Buckinghamshire £Competitive salary, benefits. Support for exams. Opportunity: Sales support / paraplanner role working for a senior adviser. Environment: Small established IFA with an excellent working environment. Responsibilities: Providing sales support to a senior adviser including preparation for client meetings, product research, suitability reports ...
A fantastic position has arisen for an experienced IFA Sales Support Administrator to join this highly respected Wealth Management, and Independent Financial Planning Advisory Group based in their Gerrards Cross 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 prepar...
Our client who are a Regional IFA firm based in Buckinghamshire are looking for a highly motivated individual for a newly created position within the company. The role of the Personal Administrator is to be the first point of contact for clients. Helping to support the team in delivering a level of client service that differentiates the company in the marketplace and above all ensures the highest levels of client satisfaction, irresp...
We are looking for two senior administration staff or junior paraplanners to join an established IFA practice based in High Wycombe. You will be working within the administration team and be responsible for working with and organising one adviser, the ideal candidate should have exposure to research and suitability reporting for holistic financial advice (including pension, investments, protections and IHT palnning). The ideal...
This leading accountancy firm with a well respected financial planning arm is currently seekng an experienced sales support manager in Milton Keynes. In this role you will manage, coach and develop an established administration team supporting their financial planning division nationally. You must have a track record of managing a team of support administrators within a regulated financial services environment and ideally hold ...
Organisation Description A fantastic opportunity has arisen for a Senior Finanical Services Administrator to support the Managing Director of a very successful IFA Practice based in Aylesbury. the role of the Administrator will be first point of contact with clients, helping to support the team in delivering a high level of client service satisfaction and administrative support in the absense of the MD. In additi...
Organisation Description A fantastic opportunity has arisen for a Senior Finanical Services Administrator to support the Managing Director of a very successful IFA Practice based in Aylesbury. the role of the Administrator will be first point of contact with clients, helping to support the team in delivering a high level of client service satisfaction and administrative support in the absense of the MD. In additi...
A market leading national Accountancy Practice currently has a requirement for a Compliance Administrator to work alongside their Financial Planning team based in Milton Keynes. The purpose of the role will be to work closely alongside the Compliance Manager (CM) in the implementation and monitoring of regulatory and internal compliance procedures. Duties will include, assisting the CM in providing compliance support to the fir...
If you have worked in an administration role dealing with workplace pensions, DC schemes, SSAS, have a good knowledge of SIPPs and pensions payroll then this is could be the opportunity for you. As a Pensions Administrator you will ensure that all the transactions needed for each scheme are completed to the highest standards, within service levels. You will deliver a service to our connections and clients that is second to none. My cl...
Our client is a successful firm of IFA's offering professional, informed and independent financial services and employee benefit advice. They currently require an experienced IFA Support Administrator to join their busy and vibrant office. Duties will include day to day administration i.e. processing applications; photocopying; filing; chasing outstanding information; answering the telephone; dealing with Insurance Companies; ass...
Our client is a successful firm of IFA's offering professional, informed and independent financial services and employee benefit advice. They currently require an experienced IFA Support Administrator to join their busy and vibrant office. Duties will include day to day administration i.e. processing applications; photocopying; filing; chasing outstanding information; answering the telephone; dealing with Insurance Companies; ass...
Our client is a true wealth management IFA firm with the majority of their business being investment led, and involving financial planning across the full spectrum of financial advice. They provide a thorough holistic financial planning service to their HNW portfolio of clients. They are based in Buckinghamshire. As a result of the firm wishing to bolster their client proposition and the offering to their clients, a position has...
