Professional IFA Assistant
3 weeks ago
Austin Fraser is a leading Financial Services provider, dedicated to delivering bespoke financial advice and guidance to our clients. We pride ourselves on our client-focused approach, combined with a warm and welcoming office culture.
Job DescriptionThe successful candidate will be responsible for providing administrative support to our financial advisors, including:
- Processing financial transactions and updates with accuracy and efficiency
- Providing exceptional client service, responding to inquiries and resolving issues in a timely manner
- Contributing to a positive and supportive team environment, fostering collaboration and open communication
- A generous salary package, reflecting your skills and experience
- A comprehensive training program, equipping you with the knowledge and tools needed to succeed in this role
- A flexible working arrangement, balancing work-life balance and job satisfaction
- Relevant qualifications or experience in finance, administration, or a related field
- Excellent communication and interpersonal skills, with the ability to build strong relationships with colleagues and clients
- A proactive and flexible approach, with a willingness to learn and adapt to changing priorities
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IFA Operations Assistant
2 weeks ago
Nottingham, Nottingham, United Kingdom North Oak Recruitment Ltd Full timeAbout UsNorth Oak Recruitment is a leading recruitment agency specializing in the financial services industry. We work closely with our clients to understand their needs and provide them with the best possible candidates. Our client, an award-winning IFA, is seeking an experienced IFA Operations Assistant to join their team.Job DescriptionWe are looking for...
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IFA Support Professional
3 weeks ago
Nottingham, Nottingham, United Kingdom Ernest Gordon Recruitment Limited Full timeAbout Our Client">Our client, Ernest Gordon Recruitment Limited, is a reputable Financial Services provider that offers flexible working hours, hybrid working, and a friendly office culture.Job Summary">This position would suit an experienced IFA Administrator looking to join a tight-knit firm focused on delivering the best service possible to their clients...
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Senior IFA Support Professional
2 weeks ago
Nottingham, Nottingham, United Kingdom Capio Recruitment Full timeAbout The Role">We are seeking a highly skilled Senior IFA Administrator to join our esteemed client's team in Nottingham.">This key position involves building and maintaining strong relationships with clients through regular communication, ensuring accurate record-keeping in CRM systems and providing administrative support to paraplanners and financial...
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Administrative Support Specialist
5 days ago
Nottingham, Nottingham, United Kingdom Ernest Gordon Recruitment Limited Full timeAbout the RoleWe are looking for an Administrative Support Specialist to join our IFA Division. This is an exciting opportunity to support our client-focused financial advisers in providing exceptional service to our clients.ResponsibilitiesYour key responsibilities will include:Administering pension and investment transactionsProviding administrative...
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IFA Administration Lead
2 weeks ago
Nottingham, Nottingham, United Kingdom Capio Recruitment Full timeJob Overview">Capio Recruitment is proud to partner with a reputable Chartered, Award Winning and established Independent Financial Advisor firm in the East Midlands.">This firm provides high-quality financial advice to its clients and is seeking a highly skilled Senior IFA Administrator to join its team.">The successful candidate will be responsible for...
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Financial Planning Professional
4 weeks ago
Nottingham, Nottingham, United Kingdom North Oak Recruitment Full timeAbout the RoleWe are seeking an experienced Financial Planning Professional to join our team at North Oak Recruitment. This is a fantastic opportunity to work with a multi-award-winning IFA and contribute to delivering holistic, goals-led financial plans.As a Paraplanner, you will work closely with our financial planners and clients to provide expert advice...
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Administrative Assistant
3 weeks ago
Nottingham, Nottingham, United Kingdom Ernest Gordon Recruitment Limited Full timeWork with Us">We are seeking a skilled IFA Administrator to join our team at Ernest Gordon Recruitment Limited.About the Role">This is an exciting opportunity for an experienced IFA Administrator to join a dynamic and growing Financial Services provider.Your Key Responsibilities">Providing administrative support to our client-focused financial...
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Nottingham, Nottingham, United Kingdom Ernest Gordon Recruitment Limited Full timeAre you an experienced Administrative Assistant seeking a new challenge in Financial Services? We have an exciting opportunity for a skilled IFA Administrator to join our team at Ernest Gordon Recruitment Limited. Based in Nottingham, this role offers a unique combination of flexible working hours, hybrid working, and a 35-hour work week in a supportive...
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Paraplanning Professional
2 weeks ago
Nottingham, Nottingham, United Kingdom North Oak Recruitment Full timeAbout the RoleWe are currently recruiting for a Paraplanning Professional to join our team at North Oak Recruitment. In this role, you will play a critical part in supporting financial planners in creating and implementing financial plans for clients.Your responsibilities will include working closely with financial planners to develop suitable...
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Financial Services Professional
3 weeks ago
Nottingham, Nottingham, United Kingdom Harper Finance Full timeHarper Finance is a leading financial services company based in Nottingham. We are seeking an experienced Paraplanner to join our team. The successful candidate will have a strong background in Paraplanning within an IFA or Wealth Management firm, with proficiency in financial analytics software and processes. This role offers a competitive salary of...
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Financial Services Assistant Manager
3 weeks ago
Nottingham, Nottingham, United Kingdom Ernest Gordon Recruitment Limited Full timeJob DescriptionWe are looking for an experienced IFA Administrator to join our Financial Services provider. As a key member of our team, you will be responsible for providing administrative support to our client-focused financial advisers.Key Skills and QualificationsPrevious experience as an IFA Administrator or in a similar roleStrong technical skills and...
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Hybrid Financial Services Professional
3 weeks ago
Nottingham, Nottingham, United Kingdom CV-Library Full timeAbout the JobThis exciting opportunity has arisen within our client-focused financial advisory firm, which prides itself on its bespoke approach to financial advice. We're going through a period of organic growth and are seeking an experienced IFA administrator to join our team.Key ResponsibilitiesProcess client information and provide administrative...
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Financial Services Administrator
3 weeks ago
Nottingham, Nottingham, United Kingdom Ernest Gordon Recruitment Limited Full timeCompany Overview">Ernest Gordon Recruitment Limited is a reputable Financial Services provider that offers flexible working hours, hybrid working, and a friendly office culture.Salary">We offer an attractive salary of £30,000 - £35,000 per annum.Job Description">This position would suit an experienced IFA Administrator looking to join a tight-knit firm...
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Professional Administration Associate
3 weeks ago
Nottingham, Nottingham, United Kingdom Ernest Gordon Recruitment Limited Full timeErnest Gordon Recruitment Limited Job OpportunityWe are seeking a highly motivated and organized IFA Administrator to join our team. As a key member of our financial services team, you will be responsible for providing administrative support to our client-focused financial advisers.Main Responsibilities:Supporting our financial advisers with client...
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Interim Accounting Support Professional
3 weeks ago
Nottingham, Nottingham, United Kingdom Blusource Professional Services Ltd Full timeWe are recruiting a Financial Accountant to assist with year-end activities. The successful candidate will be responsible for reviewing balance sheets, maintaining reconciliations, and ensuring the accuracy of financial data.Job RequirementsTo be considered for this role, you must have:Proven experience in financial accounting and reconciliationStrong...
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Financial Services Team Assistant
3 weeks ago
Nottingham, Nottingham, United Kingdom Ernest Gordon Recruitment Limited Full timeJob SummaryWe are currently looking for an experienced IFA Administrator to join our team at Ernest Gordon Recruitment Limited. This is a permanent position offering a stable work environment and opportunities for professional growth.Key Duties:Provide administrative support to our financial advisers, including processing client information and performing...
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CAD Design Professional Wanted
2 weeks ago
Nottingham, Nottingham, United Kingdom Cherry Professional Full timeA Junior Design Engineer is needed to work with a leading client in Nottingham. As a key member of the design team, you will contribute to the development of new products and manufacturing processes.About the JobThis is a permanent role offering a competitive salary and excellent benefits package. You will be responsible for designing and developing...
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IFA Support Specialist
2 weeks ago
Nottingham, Nottingham, United Kingdom North Oak Recruitment Ltd Full timeAvoidable but rewarding role for an experienced Administrator in a reputable financial services firm. We require a detail-oriented professional with excellent organisational skills and strong technical knowledge to maintain records, manage documents, and assist colleagues in delivering exceptional client service.Salary: c£25,000 (£21,000 - £28,000 based...
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Paraplanning Specialist
2 weeks ago
Nottingham, Nottingham, United Kingdom Harper Finance Full timeJob SummaryWe are seeking an experienced Paraplanner to join our team at Harper Finance in Nottingham. As a Paraplanning Specialist, you will be responsible for analysing clients' needs and creating tailored financial plans.About the RoleAnalyse clients' financial situations and create detailed cash flow models.Research and recommend investment products to...
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Accounting Professional with Interim Support
2 weeks ago
Nottingham, Nottingham, United Kingdom Blusource Professional Services Ltd Full timeAbout the JobThis is an excellent opportunity for a Financial Accountant to join our team on an interim basis and make a real impact on our financial performance.As an interim Financial Accountant, you will work closely with our finance team to review the balance sheet and maintain reconciliations.Key Responsibilities:Review and reconcile the balance sheet...