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IFA Financial Planning Administrator required. We're looking for someone with at least a couple of years financial services administration sales support experience. Hybrid working available. Starting salary from 30,000 Are you an experienced financia...
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Mortgage Administrator / Paraplanner 25,000 - 30,000 Basic Salary 5 day working week (Monday - Friday) The first 3 months will be fully office based whilst you work closely with the Director. Thereafter, subject to circumstances, there may be an opti...
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Job title : Administrator / Client Account Manager Purpose : The purpose of this role is to act as a Financial administrator and Client Account Manager within the business and provide pre and post-sales support to the financial advisers and clients a...
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Key accountabilities Write to clients, answering any queries in relation to sales, purchases, dividends paid and Rights Issues, as required. Open new accounts and load stock onto the valuation system, liaise with former brokers in relation to the tra...
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Experienced financial planning administrator or support person required for our established and friendly IFA firm in central London. There is huge potential in this role. Hybrid working 3 days in the office. Salary from 40,000. Are you an experienced...
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If you have experience of handling complex Administration duties for an IFA firm and are looking for a culture that puts people first and actively invests in personal development then apply today. We are looking for an experience IFA administrator to...
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Clark James Recruitment are working with a highly professional wealth business. Due to continued expansion our client have a vacancy for a part time Client Administrator working 20-25 hours per week, the role will include some office working in Londo...
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My client is a boutique wealth planner, asset manager and employee benefits specialist. As they are independent, this allows them to provide objective advice that is aligned to a client’s best interests, delivered by teams steeped in financial servic...
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Position : IFA Administrator (full time OR 4 days per week, flexible hours available) Location : Sutton, Surrey Minimum Requirements : 2 years IFA Administration experience, Intelligent Office experience, excellent communication skills, staff managem...
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