IFA Support Specialist

About the PositionWe are seeking a highly skilled Senior IFA Administrator to join our team in Marlow. The successful candidate will be responsible for ensuring the efficient and effective use of our back-office system, Intelligent Office (IO), and will have a strong understanding of IO and its capabilities.Main Responsibilities:Supporting the Central...

My client a leading wealth planning firm with many years of success within the industry, are actively looking to recruit a highly skilled IFA Administrator to join their team.The role is just 2 days office based and the remainder home based and an amazingopportunity.If you would like to be considered and have a strong background within Intelligent Office...

Job Summary:We are looking for an experienced Administrator to join our team at Blakemore Recruitment. As a key member of our Central Administration Team, you will play a crucial role in ensuring the efficient and effective use of Intelligent Office (IO).Main Responsibilities:- Managing the day-to-day activities of the Central Administration Team- Ensuring...

Job Title: Client Support AssociateCompany Overview:Atomos is a Financial Planning firm based in Marlow, supporting clients with their financial needs. We provide comprehensive planning and advice both in-person and digitally to help them achieve their goals.About the Role:You will support our Financial Planners in a hands-on role with exposure to various...

Job Description:We are recruiting for a skilled Administrator to join our team at Blakemore Recruitment. This role involves supporting the Central Administration Team in ensuring the efficient and effective use of Intelligent Office (IO).The ideal candidate should have 2-3+ years' experience within the independent sector of the financial services industry,...

Job Overview: Administrative Support SpecialistWe are seeking an experienced Administrative Support Specialist to join our team at Atomos Investments Limited. In this role, you will provide administrative support to our financial planners, ensuring that their operations run smoothly and efficiently.Key Responsibilities:* Provide administrative assistance to...

Job DescriptionWe are looking for a Clinical Support Specialist to join our team at Glade Road Dental Practice. As a Clinical Support Specialist, you will assist the dentist with all clinical aspects within the surgery, providing exceptional patient care and maintaining high standards of cross infection control.ResponsibilitiesWork closely with the dentist...

Expert Paraplanner WantedAustin Fraser is seeking a highly skilled Paraplanner to work with us in Marlow, supporting our team in the Financial Services sector.The ideal candidate will have:A Diploma in Financial Services qualificationAt least 2-3 years of experience as a Junior Paraplanner within an IFA firm, with strong report writing skillsA minimum of 2-3...

Remote Paraplanner OpportunityAustin Fraser is recruiting a skilled Paraplanner to work remotely from Marlow, supporting our team in the Financial Services sector.The ideal candidate will have:A Diploma in Financial Services qualificationAt least 2-3 years of experience as a Junior Paraplanner within an IFA firm, with strong report writing skillsA minimum of...

Paraplanner Vacancy in Financial ServicesWe are looking for a qualified Paraplanner to join Austin Fraser's team in Marlow, working on projects within the Financial Services sector.To succeed in this role, you will need:A Diploma in Financial Services qualificationAt least 2-3 years of experience as a Junior Paraplanner within an IFA firm, with a strong...

About the Role:We are seeking a Senior Administrator to support our Central Administration Team in Marlow. This role will involve working closely with our team to ensure the smooth operation of our back-office system, Intelligent Office (IO).Key Responsibilities:- Supporting the Central Administration Team in ensuring the efficient and effective use of IO-...

Bucks & Berks Recruitment PLC Careers is seeking an Administrative Support Specialist to join their team. In this role, you will provide administrative support to the Financial Planners, including co-ordinating diaries, arranging meetings, and preparing documentation. The estimated salary for this position is £25,000 - £29,000 per annum.The ideal candidate...

Austin Fraser is seeking a skilled Financial Support Specialist to join their team. This role offers a competitive salary of approximately £25,000-£30,000 per annum, depending on experience.About the Role:This is an exciting opportunity for a finance professional to provide essential financial support to Austin Fraser. The successful candidate will have a...

Job DescriptionJoin us as a Client Support Coordinator at atomos, where you'll play a vital role in supporting our Financial Planners in delivering top-notch services to our clients. Based in our Marlow office, you'll work closely with our local team and network hubs to innovate and improve processes.Your key responsibilities will include:Liaising with 3rd...

My client a leading Wealth Planning Chartered IFA Firm is actively looking to recruit a highly skilled Senior Paraplanner to join their amazing business.They are based in Buckinghamshire and will allow 2 remote working days. They are an award willingWealth Management Consultancy and they offer advice to both HNW Clients and other clients are varying levels....

About Atomos Investments LimitedWe're a dynamic and innovative wealth management firm dedicated to providing exceptional client service. Our agile working environment means you'll have the opportunity to engage in a variety of tasks and projects, ensuring a diverse and enriching work experience as you develop professionally.Job DescriptionAs an...

We are seeking a highly skilled Database Development and Support Specialist to join our team at SAS - Global. As a key member of our organization, you will be responsible for designing, implementing, and maintaining databases using SQL Server.The successful candidate will have strong technical skills, including experience with database design,...

**Private Client Administrator** **Location: Marlow based with option of hybrid working: 3 days in office/2 days working from home** **Salary: up to £38,000 pa based on experience** Are you looking for a new role with the potential to progress? A well established and respected Chartered Financial Advisory Practice based in Marlow is seeking an...

We are Trinity Resource Solutions, an innovative organization seeking a talented Business to Business Support Specialist to enhance our UK operations team. This is a full-time, permanent position offering the possibility of working from home upon successful completion of training and probation.The successful candidate will have extensive experience in...

Company Profile:At Atomos, we believe that effective financial planning is about more than just numbers. It's about helping our clients achieve their goals and securing their financial future. Our team of experienced Financial Planners provides bespoke advice and support to individuals, businesses and families, helping them navigate the complexities of...