Financial Planning Administrator

**NEW YEAR NEW CHALLENGE!** This is a great opportunity for anyone who wants a long term career as part of a highly successful boutique Chartered Financial Advisers. **About The Firm** - Our main business is the management of pre and post retired individuals. - Our typical client will be worth >£500,000. - We get most of our new business from our London...

OverviewWe have a vacancy for a Financial Administrator to join our busy Ipswich Office. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising...

OverviewWe are recruiting for a Financial Administrator on behalf of a prestigious company based in Ipswich.The successful application will provide efficient administrative support to the financial planners, wealth planners, paraplanners and the technical support team.ResponsibilitiesRoutine administrative tasks such as filing, photocopying, collating...

A national financial planning firm in Ipswich is seeking a financial planning administrator to join their client-focused team. This role involves managing new business applications, processing withdrawals, and providing technical support. Candidates should have experience in financial planning administration and familiarity with IO/platforms and model...

Killik & Co is an award-winning, independent, investment house, helping our clients to save, plan and invest. Founded in 1989, Killik & Co is one of the few remaining independent Partnerships, providing a modern approach, whilst retaining the sensibilities of a traditional and personal advisory service to help our clients achieve financial peace of mind. We...

We are recruiting for a Financial Administrator on behalf of a prestigious company based in Ipswich. The successful application will provide efficient administrative support to the adviser teams, ensuring that processes are executed efficiently in line with regulatory standards. Key Duties * Provide assistance to the Heads of Investment Managers to help...

We are recruiting for a Financial Administrator on behalf of a prestigious company based in Ipswich. The successful application will provide efficient administrative support to the adviser teams, ensuring that processes are executed efficiently in line with regulatory standards. Key Duties Provide assistance to the Heads of Investment Managers to help...

Opus People Solutions are seeking an Administration Support role to join an award-winning team based in Ipswich on a full time, permanent basis. The company is a UK leading business with now over 5 locations, over 100 staff members and many awards under their belt, they are leading the way in their industry and have a great work culture which shows in their...

Our client is a well-respected national firm of independent financial advisers, currently recruiting an IFA Administrator for their Ipswich offices.The successful candidate will act as the point of contact for client queries regarding pensions and investments, liaise with product providers, and cover all aspects of general office administration.Specific...

Our client are a leading financial institution based in the Ipswich Town Centre who pride themselves on delivering outstanding customer experience. The main aim of the role is to help customers get onto their online accounts and help them with any issuesthey may have. The role will be split between customer management and administration of accounts. Key...