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...
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...
appointment making process for all Premium Support Consultants and any additional requests when required, managing this in... manner as well as focus on achieving targets. - Build relationships with clients, consultants and third parties...
We are looking to take for a Wealth Management Executive Team Leader to join our clients team based in Berkswell. You will be joining a Partner Practice of St. James Place and will help to lead and oversee the administrative support to the ...
This is a rare opportunity for a results-orientated, hard-working individual with excellent telephone manner and organisational skills to join a rapidly growing and high-impact IFA business. Due to our client’s ongoing success, they have an...
We are looking for an experienced Financial Administrator to join our clients SJP Practice based near Tiptree. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financi...
Our client is looking for an IFA Administrator to join their team based in Hove. You will be working as part of a team providing timely and efficient support to the Advisers in conjunction with the Paraplanners. Responsibilities · Provi...
Our client is looking for a Financial Administrator to join their team based in Welwyn Garden City. The Administrator will help provide admin support to the team of Financial Advisers. PRINCIPAL DUTIES Review submitted cases and ensure ...
An exciting opportunity has arisen for a highly experienced Paraplanner within a Wealth Management Practice providing bespoke face to face financial advice to individuals and businesses throughout the UK. Our client is an appointed represen...
We are working with a well-established wealth management firm based in Liverpool looking for an experienced Client Services Support Administrator to join their busy team. The right candidate will be flexible and dedicated, with effective co...