Morris Jones Consulting Ref: D224511PBM Job Title: Financial Services Paraplanner. Salary: £18,000 - £22,500 basic Overview: A rare opportunity has arisen with an established IFA practice in the Carlisle area for a fully CeFA or FPC qualified Paraplanner or Senior Administrator to work with an established firm of IFA’s. Due to the recent changes...
Starting In Broadway with mileage allowance moving to Banbury end of June 2013 Outline The main purpose of this role is to undertake support and administrative functions for the Business Development department activity, with specific emphasis on the identification, processing and distribution of new business opportunities, prospects, clarifications and project updates, and general administrative ...
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...
Morris Jones Consulting Ref: L381329SBM Job Title: Accountancy IFA - Sales Support Administrator - Workington Salary: £20,000 - £25,000 basic Overview: An excellent opportunity has arisen for an experienced Financial Services Sales Support administrator to join a very well established Accountancy Practice who are within the top 100 Accountancy practices i...
Morris Jones Consulting Ref: L381329SBM Job Title: Accountancy IFA - Sales Support Administrator - Penrith Salary: £20,000 - £25,000 basic Overview: An excellent opportunity has arisen for an experienced Financial Services Sales Support administrator to join a very well established Accountancy Practice who are within the top 100 Accountancy practices i...
Retail Services Co-ordinator (PA, Secretary, Administrator) BLUR6987 Adlington, Cheshire Salary Circa £20,000 per annum Our client is part of the world’s largest vehicle remarketing company offering a wide range of products and services to the automotive sector across the world. They operate across five continents, in 19 countries where it’s 20,000 employees hand...
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...
Morris Jones Consulting Ref: D943559SBM Job Title: Financial Services Sales Support Administrator. Salary: £14,000 - £18,500 basic Overview: A rare opportunity has arisen with an established IFA practice in the Carlisle area for a fully CeFA or FPC qualified administrator to work with an established firm of IFA’s. Due to the recent changes in the i...
Clark James Financial Services Recruitment are working with this nationwide wealth management company who are seeking a highly experienced Senior Sales Support Administrator to provide effective support to the Consultant with new and existing business. Key Skills Dealing with valuations, including Bid and Offer prices Processing new business applications for Pensions and Investment, and se...
We are currently working with a well respected Financial Planning organisation based in London to recruit a Sales Support Administrator. This position will be required to provide technical support to a team of Financial Planners as well as a number of Paraplanners. You will be given the opportunity to gain further experience within financial planning and this business will support all CII qualifications towards the Diploma in Financi...
A National IFA is currently looking to expand their Wealth Management operation by recruiting an Administrator/Senior Administrator to support a team of Paraplanners and Advisers in Cambridge. You will be working within a small team of highly skilled administrators who provide first class support on a daily basis. Applicants will be professional, personable, ambitious and hungry to progress. Previous experience within an IFA is...
Are you a pro-active and self motivated Senior Financial Services Administrator looking to work for a friendly and high performing boutique IFA in the City? Then I have an excellent role for you. In this role you will be working alongside one other Administrator, providing technical support to the IFAs with all new business administration, as well as undertaking the analysis of individual portfolios where required. You will be respon...
44 jobs matching this search were posted in the last week
RecruitUK are currently working alongside a well established IFA practice in Bath. Due to their growth, they are seeking an experienced IFA administrator to provide dedicated sales support and provide a first class service to their clients. This role requires you to actively provide a professional support function covering pensions, investments and protection. As well as managing the IFA’s diary and liaising ...
A wealth management organisation based near Oxford seeks a Sales Support Administrator to join the team, working closely with the Paraplanners and Senior Adviser's. Main duties will include: - Preparation of files in accordance with compliance procedure - Inputting data on 1st Advisor Office - Processing of new business in a compliant manner - Preparing valuations - Maintain...
Organisation Description A super Financial organisation based in Salisbury are recruiting for a senior sales support to be able to provide a professional service to both new and existing clients. Having responsibility for a number of clients and ensuring that both new and ongoing business, and the servicing of these clients meets the high standards expected. Must be able to operate as part of a team of 5 and be experi...
Organisation Description A super Financial organisation based in Salisbury are recruiting for a senior sales support to be able to provide a professional service to both new and existing clients. Having responsibility for a number of clients and ensuring that both new and ongoing business, and the servicing of these clients meets the high standards expected. Must be able to operate as part of a team of 5 and be experi...
Organisation Description We are looking for someone to join an exciting company and assist the Customer Services Manager in overseeing the Customer Services team. A great opportunity for an experienced team leader/supervisor to learn a new industry or for a senior team member who has taken on additional responsibilities in the past to progress their career. After successfully completing probatio...
The role is based in the HQ of a marketing solutions business in West London.This role is supporting senior sales people within an important area of the business, reporting to the Sales Director. The Account Manager regularly liaises with clients and senior members of the department to ensure deadlines are met and business is continually developed. An important part of the role is dealing with requests and source information. A small ...
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 ...
Organisation Description A super Financial organisation based in Southampton is recruiting for a senior sales support to be able to provide a professional service to both new and existing clients. Having responsibility for a number of clients and ensuring that both new and ongoing business, and the servicing of these clients meets the high standards expected. Must be able to operate as part of a team of 5 and be expe...
Organisation Description A super Financial organisation based in Southampton is recruiting for a senior sales support to be able to provide a professional service to both new and existing clients. Having responsibility for a number of clients and ensuring that both new and ongoing business, and the servicing of these clients meets the high standards expected. Must be able to operate as part of a team of 5 and be expe...
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Date: 3 May
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Chelmsford, Essex
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£30,000 - £35,000 per annum, inc benefits
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0 applications
Morris Jones Consulting Ref: F604538PBM Job Title: HNW Paraplanner - Chelmsford Salary: Up to £35,000 basic Overview: An excellent opportunity for an experienced diploma qualified Paraplanner to join an expanding IFA working with the companies Managing Director. Main Duties: An excellent opportunity has arisen for an experienc...
Our client is an established and award winning IFA practice based in the City of London, providing expert, holistic financial planning advice to its HNW and UHNW clients. Due to continued growth, an opportunity has arisen for an IFA Administrator to join the business and provide support to their firms IFA’s. The role will involve arranging meetings, answering the telephone, data management and other general administrative duties. The ideal ...
Fantastic opportunity for an experienced and professional Sales Support Coordinator to join a highly successful international organisation based from their UK site in Fleet. Working as a Team Assistant you will responsible for a broad range of duties on a daily basis to support a team of Senior Sales Engineers. The successful Team Assistant's duties will include, but are not limited to: Raising quo...
