Senior Ifa Administrator
3 weeks ago
My Client, an established Wealth Management Practice, focuses on working with London based city professionals seeking to grow their wealth through to retirement and is looking to recruit an experienced Financial Services Administrator to provide supportwith a variety of tasks surrounding PA and Administrative responsibilities. This role would suit a progressive and experienced IFA/Financial Administrator looking for the opportunity to progress into paraplanning.
Opportunity highlights
**Involvement with all aspects of office management, diary management, onboarding clients
**Providing Advisers with a high level of technical support
**Issuing LOAs, attending client meetings, drafting/proofreading documents, illustrations, presentations
**Creating/updating client records
**Liaising with 3rd party providers
**Introduction to writing suitability Letters
**Managing compliance
**Managing Business workflow, preparing information for client reviews, keeping Advisers updated of any changes
**Working towards CII Diploma Status with evidence of RO studies in place
If you are an energetic, proactive, and experienced Financial Services Administrator with additional PA experience and are looking for an opportunity to take the next step towards Paraplanning, this expanding Firm will assist you with their mentoring and studysupport to achieve your chosen goals. To discuss this role further call Camilla Howden at Financial Divisions.
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Ifa Administrator/trainee Paraplanner
1 week ago
Bromley, United Kingdom Financial Divisions Full timeA well established and professional Wealth Management Firm are currently recruiting for an IFA Administrator to join their close-knit team in Bromley. They provide advice to UHNW City professionals, across pensions, investments, protection, IHT, and estateplanning. You will be working alongside a highly experienced team of Paraplanners and exceptional...
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Senior Ifa Administrator
2 weeks ago
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School Administrator in Bromley
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Accounts Administrator
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Team Administrator
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School Administrator in Bromley
1 week ago
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Administrative Officer
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Zendesk / Workflow Administrator
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Care Home Regional Administration Manager
1 week ago
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Business Administrator Apprentice
2 weeks ago
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Senior Residential Practitioner
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Master/Senior Vehicle Technician
4 weeks ago
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Administrative Officer
7 months ago
Bromley, United Kingdom Harris Federation Full time**Summary** We are looking for and administrative officer to join Harris Primary Academy Shortlands, with specific responsibilities surrounding attendance and admissions. The working hours for this role will be Monday to Friday, 8am-5pm (42.5 hours per week), term time + 10 days. **About Us** Harris Primary Academy Shortlands has been open since 2015 and is...
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Warranty Admin
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Bromley, United Kingdom Auto Skills UK Full timeWARRANTY ADMINISTRATOR Basic Salary - £32,000 Location - Bromley As a Warranty Administrator, you be a crucial role within the business and will be helping to drive the business forward to ensure full compliance with all manufacturer warranty systems and to minimise the risk of warranty audit failure. The successful WarrantyAdministrator will need...
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Senior Care Supervisor
7 months ago
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Personal Assistant
7 months ago
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School Business Manager
2 weeks ago
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Senior Estate Planning Solicitor
3 weeks ago
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