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Experienced Financial Planning Support Administrator

Experienced Financial Planning Support Administrator

We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in London (Liverpool Street). They are currently looking to recruit a Private Client IFA Administrator to join their team. The ideal candi...

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Practice Manager

Practice Manager

29 April by mbf.

Our client is a leading financial planning firm dedicated to providing exceptional services to individuals and corporates. With a team of approximately 25 professionals, they foster a collaborative environment and uphold core values of trust, industr...

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Operations Manager

Operations Manager

9 May by mbf.

Join a progressive and high-performing Independent Financial Adviser (IFA) firm that is making waves in the financial planning industry. Our client is dedicated to providing a modern financial planning experience, combining personalised client servic...

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Corporate Relationship Manager

Corporate Relationship Manager

15 Feburary by Vision-FS Recruitment

Our client is a leading North West-based financial wellbeing and retirement specialist, working with hundreds of businesses across the private and public sector by offering their staff financial education, guidance and regulated financial advice. As ...

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IFA Administrator

IFA Administrator

3 days ago by Nelson Scott

Hybrid working - excellent benefits - discretionary annual bonus The role of the Client Service Executive is client and adviser service focused. It is the CSE’s responsibility to ensure client on-boarding and ongoing service queries are managed effic...

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Junior Wealth Management Administrator (A Level school leaver)

Junior Wealth Management Administrator (A Level school leaver)

Have you just finished (or due to finish) your A’ Levels and wondering how to get a leap into the world of financial services / Wealth Management? We may have the answer just for you We have an excellent opportunity to join an established St. James’s...

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IFA Administrator

IFA Administrator

27 September by Vision-FS Recruitment

Position : IFA Administrator Location : Cheam, Surrey Minimum Requirements : At least 2 years' IFA administration experience; Intelligent Office experience; Volume experience ideal but not essential Salary/package : Up to 33,000 YOUR NEW COMPANY Our ...

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