Our client is looking for a New Business Administrator to join their Wealth Management team based in London. This will be a hybrid working role with 3 days in the office. Main Duties and Responsibilities:- Achieve a comprehensive unders...
We are looking for an experienced IFA Administrator for our client based in Gerrards Cross, Buckinghamshire. You will be responsible for providing detail orientated and timely administrative support, reporting to the Managing Director/Princ...
Our client is looking for an IFA Administrator to join their busy team in London. The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administration skills to deliver a true cl...
Our client is looking for a Financial Administrator to join their team in Banstead, Surrey. Key Responsibilities: Deal effectively with queries from clients and other parties through effective communication. Record your client communic...
Our client is looking for a Trainee Paraplanner to join their team in Wokingham. Key responsibilities: To review and quality check Private Client fact finds to ensure the information provided allows you to conduct fund and product resea...
We are looking for an experienced Financial Administrator for our client based in Gerrards Cross, Buckinghamshire. You will be responsible for providing detail orientated and timely administrative support, reporting to the Managing Director...
We are looking for an IFA Administrator to join our clients firm based in the Wokingham area. This will be a fully office-based position, and you will be working directly alongside Financial Advisers helping them to provide Financial Advice...
Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining cl...
Our client is looking for an experienced Policy Servicing Administrator to join their Wealth Management team based in London. This will be a hybrid working role with 3 days in the office. Responsibilities:- Achieve a comprehensive under...
Our client is looking for an IFA Administrator to join their busy team in London. The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administration skills to deliver a true cl...