You will play an important role supporting advisers and handling the early stages of paraplanning. This is an excellent route into a paraplanner position, or a stable role for someone who prefers to remain in admin.
You will work directly with decision makers and see how true independent financial advice is delivered.
Job Description ?? Senior IFA Administrator - Central Manchester?? Location: Central Manchester (office-based)?? Salary: £26,000 - £32,500 (DOE)?? Hours: Full-time, PermanentAre you an experienced IFA Administrator looking to take the next step in your career within a Top 100 UK Financial Adviser firm?This is a fantastic opportunity to join a modern, forward-thinking wealth management practice...
Job Description Our client is a Financial Services business in Hove and they are currently looking for an experienced Financial Services Administrator to join the team In this role you will support the IFA's and deal with processing Investment and Pension cases Ideally you would currently be in an IFA company doing a similar role No qualifications are required although desired Base to £30000...
Senior Administrator / Paraplanner - Leicester Location: Leicester (office-based) Salary: Competitive, dependent on experience Hours: Full-time, Permanent Are you an experienced Senior IFA Administrator or Paraplanner looking for a role where your expertise really makes an impact? This is an exciting opportunity to join a growing, dynamic financial planning firm where you'll take on a varied...
Job Description Administration Manager - Location: Bristol (Office-based / Hybrid working can be discussed) - Hours: 35 hours per week (5 days per week) - Contract Type: 12 Month Fixed Term Contract, Full-time - Starting Salary: £38,000 - £43,000 DOE We are seeking an Administration Manager to lead and manage our administrative operations, ensuring efficiency, compliance, and high-quality...
You will be responsible for working closely with the advisers and clients - Liaise with product providers to ensure timely and accurate responses to clients - Send Letters of Authority and gather accurate information - Obtain illustrations and application forms - Production of portfolio valuations
Job Description A highly respected, family-run boutique Wealth Planning firm in Guildford is seeking an experienced Wealth Management Administrator to join their growing team. Established for over 25 years, this firm has built a first-class reputation for delivering high-quality financial advice to High Net Worth clients including professionals, business owners, retirees, and families. They...
You will be working with a great team of highly qualified, capable and friendly people. We offer free parking. We are looking for an Account Manager to join the team. This is an important role in the business with responsibility for providing efficient professional support to the Chartered Financial Planners.
You will help to onboard new investors and look after our current clientele in a compliant and helpful manner. The successful applicant will be self-reliant and enthusiastic with a desire to progress and learn. We need someone who can take responsibility for resolving issues quickly using their own initiative.
You will have good knowledge of Pensions, Investments, Taxation & Protection products with good GCSE grades or be educated to A level standard with relevant experience and ideally with some knowledge of Regulatory issues. It would be to your advantage if you have started studying towards a Financial Planning Certificate or Diploma In Financial Advice.
Job Description Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Role and responsibilities: - To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility - Effectively...
Job Description Technical IFA Support/ Trainee Paraplanner Location: Sutton Coldfield Salary: £30,000 – £35,000 (DOE) Full-Time | Permanent | Office-Based with Potential Flexibility NJR Recruitment are currently working with a highly regarded and expanding financial planning firm based in Sutton Coldfield, who are now seeking a Technical Support Analyst to join their operations and...
Job Description Our client is a major National IFA firm and they are currently in need of an employed Chartered IFA to join their team This is an office/home/field based role in Alderley Edge dealing with a great clienty portfolio This opportunity has arisen due to the planned departure of a seasoned planner and represents a chance to inherit a well-established client bank of approximately...
Job Description ???? Senior Administrator / Paraplanner - Leicester?? Location: Leicester (office-based)?? Salary: Competitive, dependent on experience?? Hours: Full-time, PermanentAre you an experienced Senior IFA Administrator or Paraplanner looking for a role where your expertise really makes an impact?This is an exciting opportunity to join a growing, dynamic financial planning firm where...
Job Description Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Skills and knowledge required: - Deal with telephone, email enquiries. - Assisting with onsite meetings. - Maintain filing systems/client files. Scanning and indexing documents...
Job Description Salary: Up to £35,000 (depending on experience), Study Support Excellent Benefits, Supportive culture &Career Growth Join an award-winning financial planning firm near Harpenden as an IFA Administrator. This is a fantastic opportunity for a motivated, detail-oriented professional to thrive in a friendly, supportive, and high-performing team. You’ll play a key role in ensuring...
Senior IFA Administrator - Central Manchester Location: Central Manchester (office-based) Salary: £26,000 - £32,500 (DOE) Hours: Full-time, Permanent Are you an experienced IFA Administrator looking to take the next step in your career within a Top 100 UK Financial Adviser firm? This is a fantastic opportunity to join a modern, forward-thinking wealth management practice where you'll play a...
You will be responsible for working closely with the advisers and clients - Liaise with product providers to ensure timely and accurate responses to clients - Send Letters of Authority and gather accurate information - Obtain illustrations and application forms - Production of portfolio valuations
Job Description IFA Administrator / Support – Full-Time, PermanentLocation: StourbridgeHours: Monday–Friday, 9:00am–5:00pmSalary: £25,000 – £27,500 per annumDepartment: IFA Support TeamReports to: Senior ParaplannerAbout the RoleWe are seeking an organised and proactive IFA Administrator / Support to join our friendly and professional team in Stourbridge. As a key member of the IFA support team,...
You will be responsible for working closely with the advisers - Liaise with product providers to ensure timely and accurate responses to clients - Send Letters of Authority and gather accurate information - Obtain illustrations and application forms - Production of portfolio valuations