Ifa Report Writer

Senior IFA Administrator – Bury St Edmunds – Up to £36, 000My client who are a Chartered IFA in East-Anglia are looking for a Senior IFA Administrator to help with administration for the Paraplanners and Financial Advisors within the business. They are open to experience from a few months up 5+ years, and and financial exams are a bonus. You will be...

This is an excellent opportunity to work within a highly successful and progressive company in Bury within a varied IFA Administration role. This position will involve working in collaboration with Financial Advisers, providing strong administrative supportincluding diary and appointment management as well as dealing with customers. You will ensure that you...

LocationBury St Edmunds Salary £26000 - £33000 TypePermanent WorkplaceHybrid Ref89437 Recruiter Managing This Role Financial Planning Administrator Bury St Edmunds Up to £33,000 My client who are a Chartered IFA in East-Anglia are looking for a Financial planning administrator to help with administration for the Paraplanners and Financial Advisors within...

Based in our Operation Centre in Bury this newly created position will help you develop career-long skills within this fast-paced dynamic business environment working alongside a collaborative and driven team. You will be comfortable in understanding mechanical/electrical technical details and translating it into easy-to-understand reports. You should be...

**Financial Planning Administrator - Bury - Salary negotiable to £30,000 plus benefits - full time/ reduced hours/ part time considered** MB Fitzgerald are currently working with a well-established professional Financial Services Group to recruit an experienced IFA Administrator to join their Financial Planning team in Bury. The role will be to support...

**Paraplanner** **Location: Bury** **Salary: £30,000 - £40,000** The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. **Responsibilities**: - Technical support to our Adviser Team - Research the most suitable product and...

**TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: Financial Services Administrator **Location**: St. Edmunds **Benefits**: Completive Salary, pension, Life Insurance, Cash Plan, Study Support, Fantastic Holiday Allowance. **Salary**: £25k ~ £35k Depending on experience. **About the Company**: Our Clients are...

Job Description This is a technical function that supports and informs the work of Financial Advisers and Financial Planners in all areas of finance, including pensions, mortgages, general insurance, tax and investment managementDuties:Assisting the Financial Adviser/Planner in establishing new client relationships and servicing existing ClientsAssessing...

Role: Assistant ParaplannerLocation: BurySalary: £26-32k (depending on experience)Hours: 8.45am – 5.00pm (Monday to Friday)Our client is a prestigious financial services practice looking for an Assistant Paraplanner to join their expanding team in Bury. This is a great opportunity for someone who is looking to progress their career within financial...

Our client is a highly respected firm of Chartered Financial Planners based in Bury who specialise in providing Financial Advice to High-net-worth individuals.They are currently looking for a motivated Financial Planning Assistant, Administrator or Junior Planner, who is looking to advance their experience in a technical role. The role involves working...