Ifa Administrator
4 weeks ago
**IFA Administrator - Belfast - National Organisation - Exceptional benefits package**
MBF. are currently working with a National Wealth Management organisation who are looking to hire an experienced IFA Administrator for their team in Belfast. The company are a very well known brand with really exciting plans for the future.
The focus on the role will be to support the company's Financial Planners and Paraplanners, working together to ensure that clients receive a first class service.
The role:
- Ensure any business obtained is being processed and submitted compliantly and in a timely manner within defined business processes.
- Prioritise and plan own workload and be proactive.
- Identify areas for improvement to maximise efficiency and effectively maintain an excellent client experience
- Working collaboratively and proactively across the team to support and assist colleagues, maintaining effective relationships.
On offer:
- Exceptional package including; 9% Pension (plus 2% matched), 40 Days Holiday incl BH, DIS, PHI, Income Protection
- Flexible working - 2/3 days from home, hybrid working
- There will be plenty of opportunity and support for progression, including exam/ study support.
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Financial Services Administrator
7 days ago
Belfast, United Kingdom JohnstonGreer Full timeFinancial Services Administrator £24,000 to £28,000 plus benefits Financial Services Administrator required by this top-quality firm of Financial Advisors that provides advice to professionals and other HNW individuals. Initially working in IFA administration the firm will look to move you into paraplanning if that isyour goal or you can focus on...
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Belfast, United Kingdom Bartholomew & James (FS) Ltd Full timeBartholomew & James (FS) Ltd – Independent Financial AdvisersIs your CV ready If so, and you are confident this is the role for you, make sure to apply asap.B&J are pleased to be recruiting for an ambitious Financial Services Administrator/Paraplanner to join our Belfast office offering pensions, investment and protection advice to existing and new...
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Belfast, United Kingdom Bartholomew & James (FS) Ltd Full timeBartholomew & James (FS) Ltd – Independent Financial AdvisersB&J are pleased to be recruiting for an ambitious Financial Services Administrator/Paraplanner to join our Belfast office offering pensions, investment and protection advice to existing and new clients. We are a small Business and this is an excellent opportunity to work very closely with the...
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Belfast, United Kingdom Bartholomew & James (FS) Ltd Full timeBartholomew & James (FS) Ltd – Independent Financial AdvisersB&J are pleased to be recruiting for an ambitious Financial Services Administrator/Paraplanner to join our Belfast office offering pensions, investment and protection advice to existing and new clients. We are a small Business and this is an excellent opportunity to work very closely with the...
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Belfast, United Kingdom Bartholomew & James (FS) Ltd Full timeBartholomew & James (FS) Ltd – Independent Financial Advisers B&J are pleased to be recruiting for an ambitious Financial Services Administrator/Paraplanner to join our Belfast office offering pensions, investment and protection advice to existing and new clients. We are a small Business and this is an excellent opportunity to work very closely with...
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Belfast, United Kingdom Bartholomew & James (FS) Ltd Full timeJob DescriptionBartholomew & James (FS) Ltd – Independent Financial AdvisersB&J are pleased to be recruiting for an ambitious Financial Services Administrator/Paraplanner to join our Belfast office offering pensions, investment and protection advice to existing and new clients. We are a small Business and this is an excellent opportunity to work very...
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Belfast, United Kingdom Bartholomew & James (FS) Ltd Full timeBartholomew & James (FS) Ltd – Independent Financial AdvisersB&J are pleased to be recruiting for an ambitious Financial Services Administrator/Paraplanner to join our Belfast office offering pensions, investment and protection advice to existing and new clients. We are a small Business and this is an excellent opportunity to work very closely with the...
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Belfast, United Kingdom Bartholomew & James (FS) Ltd Full timeBartholomew & James (FS) Ltd – Independent Financial Advisers B&J are pleased to be recruiting for an ambitious Financial Services Administrator/Paraplanner to join our Belfast office offering pensions, investment and protection advice to existing and new clients. We are a small Business and this is an excellent opportunity to work very closely with...
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Belfast, United Kingdom Bartholomew & James (FS) Ltd Full timeBartholomew & James (FS) Ltd – Independent Financial AdvisersB&J are pleased to be recruiting for an ambitious Financial Services Administrator/Paraplanner to join our Belfast office offering pensions, investment and protection advice to existing and new clients. We are a small Business and this is an excellent opportunity to work very closely with the...
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Financial Services Administrator
4 weeks ago
Belfast, United Kingdom Tenet Full timeSalary: £22,000 to £25,000 dependent on experience Location: Greater Belfast area Full-time role The continued growth and success of a long established, reputable, firm has brought about a fantastic opportunity for an experienced financial services administrator to join a thriving team. This is a role in which you can grow, and could be supported to...
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Paraplanner
4 weeks ago
Belfast, United Kingdom CMB Recruitment Full timePARAPLANNER CMB Recruitment are delighted to be working with a leading Financial Services firm based in Belfast, seeking an experienced and qualified Paraplanner. This is an excellent company with strong growth plans and a pleasant working environment and presents a superb opportunity to join them and develop your career. THE ROLE Prepare accurate...
