A Financial Practice seeks a Private Wealth Administrator to join the group on a permanent basis. If you have at least 2 years experience working for an IFA practice then this could be your ideal next move. Main Duties: - Provide a complete administration service for the Advisers, within Private Wealth - Delivering a high level of technical support for the Adviser, to assist them in the ...
FS / IFA Administrator Central London Attractive salary + benefits. My client advises high net worth individuals, small business owners, families and trustees who require qualified financial advisory specialists to co-ordinate retail banking, estate planning, legal resources, tax professionals and investment management. With expansion they need an experienced FS administrator to wo...
Our client is seeking a Training & Competence Manager, to be responsible for supporting and embedding the training and competence / PACE framework ensuring it is effective at assessing the skills, knowledge and expertise of staff, supporting the setting of robust sales standard and maintaining compliant sales procedures. You will be required to ensure the effectiveness of the framework in terms of assessing the skills, kno...
Investment Administrator - TEMPORARY ASSIGNMENT London - £10.00 per hour An established Investment Management Company are currently looking for an experienced Financial Services / Investment Administrator to come on board and work on a month by month temporary basis. The role will involve working closely with consultants who manage HNW portfolios and assisting them with client enquiries, administration, valuations and pre...
Our client is a true wealth management 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 North London. As a result of the firm wishing to bolster their client proposition and the offering to their clients, a position has now arisen ...
Our client is an established firm of IFA’s and Investment Managers who provide a full, holistic financial planning service to their private and to corporate clients. Due to increased business, an opportunity has arisen for an experienced, pro-active and self-motivated administrator to join the team in its City office. The role holder will be required to provide technical support to the IFAs, undertake analysis of individual portfolios ...
A sought after position of a Sales Support Administrator has become available for our well-established and well recognised top Financial Services consultancy; to be based in London's West End. This role will focus on the candidates delivering an immediate and sustainable contribution to this business' Private Client team, through assisting their consultants in developing and growing a broad, successful client base. Alongside this, ma...
We currently require an experienced Wealth Planning or IFA Administrator to join a leading Wealth Management business who are part of a top ten accountancy practice. The City of London Wealth Management division currently have 8 Advisers and 4 Paraplanners and this vacancy will be required to bridge the gap. The successful candidate will be required to assist both the Paraplanners and Advisers providing administrative support on a da...
An exciting opportunity has arisen within the Financial Planning arm of a top 20 Accountancy Practice. My client are now actively seeking to recruit a Senior IFA Administrator to work in a high producing team of 4 alongside two Senior Planners and a Paraplanner. An exceptional Administrator, you will offer a full Administration service to the business and deal with all enquiries from a HNW client bank. Responsibilities will include co...
Our client, a reputable and highly successful Wealth Management Company is looking for an experienced Financial Services Administrator with additional PA, secretarial and report t writing skills. Working within a close knit team, duties include:- Diary management Meeting preparation - drafting agendas/collating reports/excel sheets Client liaison vi...
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Date: 7 June
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The City, London
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£25,000 - £30,000 per annum, pro-rata
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73 applications
Organisation Description This company is now one of the largest online providers of online foreign exchange services for both global corporate and private clients 24 hrs a day. This is company is managing to retain high growth and expanding rapidly throughout the UK. You will gain an exposure to the FX market, working along side dynamic and motivated team members setting up and managing client...
A sought after position of a Sales Support Administrator has become available for our well-established and well recognised top Financial Services consultancy; to be based in London's West End. This role will focus on the candidates delivering an immediate and sustainable contribution to this business' Private Client team, through assisting their consultants in developing and growing a broad, successful client base. Alongside this, ma...
Ref: 1485 Sales Support Administrator - Intermediary Sales FTC 6 months c. £25,000 pro rata Bens Bonus City Opportunity: 6 month FTC within the intermediary sales team of an investment management company.Environment: A well respected and dynamic investment manager, based in the City. Responsibilities: Supporting the process of key account management, liaise between the business development team and oth...
7 jobs matching this search were posted in the last week
National Independent Financial Advisor (IFA) office is looking to recruit an IFA Sales Support/Paraplanner to take over an existing work load. The company is looking for an individual with a very broad skill set who can take responsibility for a diverse range of duties from general administration to the preparation of reports/letters etc. Main Duties: - Provide administration support for Advisor</...
A recognised, reputable Financial Planning organisation in London are currently recruiting for a Sales Support Administrator to join the business on a permanent basis. Working with several leading Consultants in the business, you will be responsible for dealing with the administration of schemes in regards to Employee Benefits products; including Private Medical Insurance, Critical Illness Cover, Private Health Insurance and Dental ...
Ref: 1474 IFA Sales Support Guildford to £26000 + Bens + Bonus Opportunity: IFA sales support / client services role Environment: Large national IFA and wealth management company Responsibilities: Efficient and effective processing of client documentation, maintenance of Adviser Office system, ensuring compliance requirements, coordinate and produce client valuations, and maintain client...
Sales Trader (German) up to £22,000 Our client is a well established financial services organisation specialising in CFD, Spread Betting and Foreign Exchange. The client is seeking a German & French speaking Sales Trader to work in their office in the City of London. Reporting to the Head of Sales Trading the responsibilities will include: Regular timely communication with Clients, both written and verbal Respon...
Sales Trader (German & French) up to £22,000 Our client is a well established financial services organisation specialising in CFD, Spread Betting and Foreign Exchange. The client is seeking a German & French speaking Sales Trader to work in their office in the City of London. Reporting to the Head of Sales Trading the responsibilities will include: Regular timely communication with Clients, both w...
Our client are the Wealth Management division of a well established Investment Manager who have 5 offices in the UK. This particular vacancy will be based within the organisations modern and open plan offices close to the Bank of England. The current requirement is for an experienced IFA Administrator to join the Wealth Management division to support a team of leading Financial Planners and Senior Technical Paraplanners. This role wou...
The Job To provide sales support to the Head of Funds Distribution. This role is a key position in the team , based in London, and you will be required to further build and strengthen the relationships with institutional prospects and clients. Work with Business Development Manager targeting prospects Client reporting for funds distribution clients and prospects. Querie...
Our client a leading wealth management business based in the city is now seeking an experienced and confident client support administrator to provide support to their existing Pension/Investment Managers. To be considered for this role you should ideally be part CFP qualified and ideally have previous or current experience within an IFA or Investment Support environment. Candidates with previous investment suppor...
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Date: 6 days ago
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Mill Hill, London
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£23,000 - £25,000 per annum, pro-rata
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34 applications
Our client, a newly established IFA practice, where the MD has a wealth of industry experience is looking for an experienced Sales Support Administrator/Office Manager ideally with five years plus IFA support experience, to assist with all aspects of running the business. This is a busy, responsible and varied role and the successful candidate will be working approximately four hours a day/five days a week. Y...
Responsible for providing efficient and effective support to Clients ensuring outstanding customer service is provided at all times. This also encompasses the processing and management of client documentation within the specified compliance requirements. Responsibilities and Accountabilities Maintenance of Adviser Office ensuring that all event lists and tasks are carried out and completed in line with company policy and ...
A small bouitique IFA Practice based in the City of London currently have a requirements for an entry level IFA Support Aministrator to join their team. The purpose of the role will be to support the Financial Planning team, the principal duties of this role will be to produce client valuations, obtain illustrations and quotations, schedule appointments and meetings, prepare documentation, database management, deal with telephone cal...
Our client, a newly established IFA practice, where the MD has a wealth of industry experience is looking for an experienced Sales Support Administrator/Office Manager ideally with five years plus IFA support experience to assist with all aspects of running the business. This is a busy, responsible and varied role and will be working approximately 20 hours a week to suit. You should be comfortable working alon...
