Senior Financial Advisors Administrator
2 weeks ago
My client, are a Chartered wealth planning practice based in Buckinghamshire who have been operating for over 30 years. They have an excellent reputation providing the highest levels of financial advice to High Net Worth private clients who are a mixtureof business professionals, retirees, accumulators and families. They offer advice on pensions, investments, tax planning, IHT planning, protections and more complex advice such as VCT & EIS.
Due to a growing number of new enquiries coming into their inboxes through referrals and recommendations an array of brand-new vacancies have been created by the Managing Director for a senior, experienced IFA Administrator with previous experience of workingwithin an IFA or Wealth Management practice.
You will be working in a support role to a team of paraplanners and IFAs and be allocated cases to work on based upon your experience levels. You may even be allocated a specific adviser to support allowing you to build a solid working relationship. Youwill take ownership in managing the production of documentation, reports and correspondence for clients, interacting with external service providers to ensure that the business’ clients’ needs and wants are met.
Salary up to £40k (based on experience) + bonus
Full study support towards diploma in Financial Planning (should you wish to pursue this line of education)
25 days holiday + bank holidays
Benefits: DIS, Medical Cash Plan
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Senior Financial Services Administrator
3 days ago
Amersham, Buckinghamshire, United Kingdom Succession Wealth Full timeSenior IFA Administrator / Client Delivery Executive Salary of up to £36,000 (DOE) Excellent benefits package (see below for full details) Hybrid working – blend of home and office working from our Amersham office We are Succession Wealth, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management...
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Senior Financial Planning Administrator
3 weeks ago
Milton Keynes, Buckinghamshire, United Kingdom Eden Rose Full timeAre you a Financial Services Client Services Administrator looking to pursue a new opportunity? A leading and successful client is looking to bring on an Senior Financial Planning Administrator to provide client-facing, administrative support within the the business. This Savings and Investments firm prides itself on a strong values focused work culture who...
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Senior Financial Services Administrator
3 days ago
Amersham, Buckinghamshire, United Kingdom Succession Wealth Full timeSenior IFA Administrator / Client Delivery Executive Salary of up to £36,000 (DOE) Excellent benefits package (see below for full details) Hybrid working – blend of home and office working from our Amersham office We are Succession Wealth, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management...
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Financial Planning Administrator
3 weeks ago
Milton Keynes, Buckinghamshire, United Kingdom Eden Rose Full timeAre you a Financial Services Client Services Administrator looking to pursue a new opportunity? A leading and successful client is looking to bring on an Senior Financial Planning Administrator to provide client-facing, administrative support within the the business. This Savings and Investments firm prides itself on a strong values focused work culture...
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Financial Planner
1 week ago
Buckinghamshire, United Kingdom Nelson Scott LLP Full timeWe are interested in hearing from top performing qualified Financial Planner, Financial Advisors/IFA’s/Wealth Managers who are looking to progress their career and advise our HNW clients. This is an opportunity for a successful and established FinancialPlanner with the full support of clients provided, process and systems, research and paraplanning support...
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Financial Controller
2 weeks ago
Milton Keynes, Buckinghamshire, United Kingdom Broster Buchanan Full timeroster Buchanan are delighted to be exclusively partnering with a Private Equity backed SME who are looking to recruit a Financial Controller, to be based at their HQ in Milton Keynes. Reporting to the CFO, the Financial Controller will play a key leadership role within the Finance team, ensuring robust financial management, statutory compliance, and timely...
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Financial Controller
3 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Broster Buchanan Full timeroster Buchanan are delighted to be exclusively partnering with a Private Equity backed SME who are looking to recruit a Financial Controller, to be based at their HQ in Milton Keynes. Reporting to the CFO, the Financial Controller will play a key leadership role within the Finance team, ensuring robust financial management, statutory compliance, and timely...
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Senior IFA Administrator
7 days ago
Marlow, Buckinghamshire, United Kingdom Eden Rose Full timeSenior IFA Administrator Up to £40,000 | Full-Time | Hybrid Are you an experienced financial services administrator looking for a dynamic role in a growing IFA firm? Our client, a highly respected Independent Financial Adviser practice based in Marlow, is seeking a Senior IFA Administrator to join their fast-paced and collaborative team. Hybrid...
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Financial Planning Administrator
7 days ago
Milton Keynes, Buckinghamshire, United Kingdom Eden Rose Full timeAre you a Financial Services Client Services Administrator looking to pursue a new opportunity? A leading and successful client is looking to bring on a Financial Planning Administrator to provide client-facing, administrative support within the the business. This Savings and Investments firm prides itself on a strong values focused work culture who...
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Financial Planning Administrator
7 days ago
Milton Keynes, Buckinghamshire, United Kingdom Eden Rose Full timeAre you a Financial Services Client Services Administrator looking to pursue a new opportunity? A leading and successful client is looking to bring on a Financial Planning Administrator to provide client-facing, administrative support within the the business. This Savings and Investments firm prides itself on a strong values focused work culture who...
