Financial Services Specialist
2 months ago
We are a well-established and highly successful recruitment agency, Templegate Recruitment Limited, specializing in Financial Services. We are recruiting on behalf of a leading Independent Financial Advisory (IFA) firm that offers expert financial planning and investment advice.
Job Title: IFA Administrator
Location: Feering
Salary: Up to £30,000 (based on experience and qualifications)
About the Role:
- Support the financial planning and investment advice process
- Assist in the administration of client accounts
- Provide exceptional customer service
- Contribute to the growth and success of the IFA firm
Requirements:
- Professional and d...
APCT1_UKTJ
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Colchester, Essex, United Kingdom Financial Divisions Full timeJob Summary: We are seeking a skilled and passionate individual to join our team as a Servicing Financial Advisor. This role provides a unique chance to collaborate closely with seasoned professionals in a vibrant and client-centric environment.Key Responsibilities:Collaborate with advisers to craft recommendationsConduct thorough research and analysis of...
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