Financial Business Administrator

**Position leading to IFA Administration Manager’s role** We have an opportunity for an experienced IFA Administrator who is interested in working towards their diploma in financial planning working towards becoming an administration manager. This boutique IFA practice based in London offers a comfortable workingenvironment in their new offices where you...

Financial planning administrator required for our established and highly regarded practice in the City of London. We will consider candidates with any level of experience and even those coming from other areas of financial services. We're keen to attract the best, if you think you are the one for us, please apply! Competitive salary. Are you the safe...

Experienced employee benefits financial planning or pensions/protection administrator required. We are looking for someone who shares our values, if you think you are a good a fit for us, please apply! Would you like to work for a company that is passionate about empowering people through financial education? Would you like to have the opportunity to make a...

Experienced employee benefits financial planning or pensions/protection administrator required. Would you like to work for a company that is passionate about empowering people through financial education?

**plus Study with Bonus upon each exam pass** My Client, a reputable and established Client focussed independent Financial Planning Firm, is looking to offer this new role to an experienced IFA Administrator who enjoys all aspects of the client onboarding process from start to completion and enjoysworking in a dedicated Pod structure. **Opportunity...

Technical Financial Administrator - London - Artemis Recruitment Consultants Financial Services Technical Financial Administrator - London Technical Financial Administrator - London Obtain information from clients to facilitate Annual Suitability Reviews · Obtain literature, illustrations and forms from providers and pre-complete basic client...

**plus Bonus, Pension, Study with Bonus upon each exam pass** My Client, a reputable and established Client focussed independent Financial Planning Firm, is looking to offer this new role to an experienced IFA Administrator who enjoys all aspects of the client onboarding process from start to completion and enjoysworking in a dedicated Pod...

We are happy to say that we are looking for an experienced Financial Administrator to join our team at CDI College - Surrey, BC. Hours : Mon - Fri from 9 to 5 Software Knowledge: Microsoft Suite Specifically, the Financial Administrator is responsible for: Managing the day-to-day financial operations of the campus Continuously analyzing...

An exciting opportunity has arisen for an experienced Financial Planning Administrator to join a national and well regarded IFA in their London office. **Key responsibilities** - Processing new business and servicing existing business. - Liaising with Financial Planners to facilitate review meetings, new client meetings and pipeline business. - Liaising with...

**Junior IFA Administrator £24,000 + Bonus + Full Study Support Package & development opportunities** My client is a Chartered wealth planning practice based in the City of London near Fleet Street/Holborn who have been operating for 20+ years. They have built of portfolio of clients over the years who falls into the HNW & UHNW private clients category...

**Financial Planning PA / Administrator - Central London - £24,000 - £28,000** An exciting new opportunity has arisen for an organised PA or Administrator to move into the world of Financial Planning, or for someone to continue their career within the industry. This role is to support a team of 4 with general PA duties, IFA office supportduties and...

**plus definite career progression, benefits listed below** My client a boutique financial planning and wealth management firm is creating an amazing opportunity for a progressive graduate to join them. This truly is a golden ticket to start your career within this sector and progress into paraplanning with fullstudy support, mentoring and...

**and definite career progression, benefits below** My client a boutique financial planning and wealth management firm is creating an amazing opportunity for a progressive graduate to join them. This truly is a golden ticket to start your career within this sector and progress into paraplanning with fullstudy support, mentoring and training. Opportunity...

Job Description Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We believe in face-to-face service and have a large team of Advisers spread across the UK, including...

Job Description Outstanding opportunity for a Financial Adviser - £75k - £80k basic salary plus benefits package - manage existing clients - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing...

A well-established, boutique Wealth Management Firm are currently recruiting for a Senior IFA Administrator/Client Services Manager. The role is fully remote with biweekly meetings/luncheons in very nice restaurants in Central London. They are fully independentand provide advice to UHNW City professionals, across pensions, investments, protection, IHT, and...

**Excellent Benefits + Study Package, **partial remote (3 days WFH if required)** **The Opportunity** This opportunity exists within our client, a leading, long established and highly respected wealth management firm with a new division based in Hammersmith. They are looking for an experienced IFA Administrator with a couple of RO exams who is ready to...

Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a professional environment witha client centric approach? If the answer to these questions is yes, this could be the ideal role for...

Experienced Mortgage Administrator required. Join a busy firm of City financial planners and mortgage brokers. Any mortgage background considered. We are offering a great opportunity to progress your career! Are you seeking to develop your mortgage client relationship management and paraplanning skills? Are you calm under pressure, resilient by nature and...

Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and Northern...