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IFA Sales Support Administrator

IFA Sales Support Administrator

1 week ago by Blakemore Recruitment

We are currently recruiting for a Financial Planning practice based in Penn who are looking for an experienced IFA Administrator to join their team. Key Requirements and Skills: Good team working and liaison skills to deal effectively with tasks set ...

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Senior Group Risk Specialist

Senior Group Risk Specialist

3 days ago by Mulberry Recruitment

Senior Group Risk Specialist Location: Nationwide Salary: 32,000- 36,000 Benefits Hours : Monday to Friday, 9am-5pm My client who are within the Financial Services industry are seeking a Senior Group Risk Specialist is to provide office-based support...

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Client Service Specialist (Corporate Healthcare)

Client Service Specialist (Corporate Healthcare)

Client Service Specialist (Corporate Healthcare) Location: Winnersh Salary: 28,000- 30,000 Hours : Monday to Friday, 9am-5pm My client who are within the Financial Services industry are seeking a Client Services Specialist to join their fast growing ...

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Chartered IFA - Maidenhead - Hybrid - £75k basic + revenue related salary increases + bonus

Chartered IFA - Maidenhead - Hybrid - £75k basic + revenue related salary increases + bonus

Manage a book of 150 clients with AUM between 750k- 1m My client are an Independent Financial Advice firm with offices near Maidenhead. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections. The...

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Chartered Independent Financial Advisor - Hampton/ Hybrid - £100-120k basic salary +

Chartered Independent Financial Advisor - Hampton/ Hybrid - £100-120k basic salary +

Manage an existing client base Manage a book of 100 clients with average AUM 1m 100-120k basic salary revenue related salary increases bonus My client are an Independent Financial Advice firm with offices in Hampton. They offer whole of market advice...

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Internal Business Development Executive - Mortgages

Internal Business Development Executive - Mortgages

Internal Business Development Executive - Gerrards Cross 28k Salary Commission and Bonuses We are an established Property Finance Brokerage specialising in Bridging, Buy to Let, Commercial Term and Development Finance. We are also a Mortgage Network,...

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Invoice & Billing Team Member

Invoice & Billing Team Member

This role is for an Invoice & Billing Team Member within an established industrial / manufacturing organisation located in Addlestone. Client Details The company is an established player in the industrial / manufacturing industry, boasting a workforc...

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Credit Analyst

Credit Analyst

2 days ago by THC Recruitment

Wholesale Corporate Credit Manager Slough 45k plus 2x cars and great benefits Job Purpose. Reporting directly to the Corporate Credit Senior Manager, the Credit Analyst is a key member of the team responsible for managing credit risk on new and exist...

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Mortgage Advisor

Mortgage Advisor

29 April by GCB Recruitment

Are you a Mortgage and Protection Adviser looking for a new role that can offer hybrid working? My clients are a Mortgage Advisory business that supports a number of Estate Agency Businesses across the UK, which includes some leading brands. They are...

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Paraplanner

Paraplanner

2 April by Heat Recruitment

A well-established IFA based in Uxbridge is now looking for a Paraplanner to join their team. The firm has the flexibility to mould the Paraplanner opportunity around each person’s specific skillset and support with progression to Financial Adviser a...

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Credit Control

Credit Control

We are seeking a diligent Credit Control team member to join our Accounting & Finance department. The ideal candidate will be detail-oriented with excellent problem-solving abilities. Client Details Our client is a well-established industrial and man...

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IFA Administrator

IFA Administrator

1 week ago by Ortus PSR

The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supp...

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IFA Administrator

IFA Administrator

25 April by Nelson Scott

New business submission and tracking to conclusion Day to day client management, processing any queries which may arise Processing investment trades, fund switches, and contribution/income requests Liaising with clients, product providers, and other ...

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