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Our client is a successful leading Chartered Accountancy Practice who’s IFA division offers professional, informed independent financial services and employee benefit advice to high-net worth clients. Due to expansion they are now seeking to employ an experienced IFA support administrator. Duties will include day to day administration i.e. processi...
Our client is a successful leading Chartered Accountancy Practice whose IFA division offers professional, informed independent financial services and employee benefit advice to high-net worth clients. Due to expansion they are now seeking to employ an experienced IFA support administrator. Duties will include day to day administration i.e. processi...
We have recently been retained by this prestigious national wealth management IFA to assist in their search for a new paraplanning assistant, to replace an individual who has been promoted to full paraplanning status. Clients at the firm are generally wealthy professionals with the holistic advice on offer tending to focus on investments, tax m...
My client is looking to recruit a newly created position of Product Development Executive. The main focus of the role will be to contribute to the design and functionality of their in/at retirement products whilst keeping a hand in creating their business illustration documents and systems. The successful candidate will be someone that is comfortab...
Financial Services AdministratorLondonCirca £25,000Supporting a team of Consultants in managing the day to day affairs of clients you will handle and resolve queries relating to both new and existing business. Additionally you will liaise between colleagues, product providers and clients, assist in the checking and issuing of client valuati...
Sales Support AdministratorEssex£18,000 - £21,0006 month contract opportunity for a Sales Support Administrator to perform various centralised administration activities and support a team. Duties will include preparing management information packs, recording data and uploading onto Advisor Office and supporting a team.To be considered y...
My client is currently looking for an Office Administrator/Secretary to join their team in Stockport.The successful candidate will assist the Manager and Investment Advisors in developing the business of the office by supporting them with secretarial duties, general administration and specific investment research and any other duties as require...
Client Services AdvisorLeatherhead£21,000 - £28,000This excellent opportunity has arisen for this global market leaderAs a client services advisor your responsibility will be the client contact delivering scheme management and pensions consultancy to a portfolio of clients. You will see yourself involved in pensions consulting, client m...
Senior Administrator required within DC Pensions & Risk Benefits You will be responsible for administration of employee benefit schemes including Group Pensions, Group Life, Group Income Protection and Group Critical Illness Daily duties will include:Assisting implementation and ongoing scheme management, obtaining quotations, liaising ...
Our client is an extremely well known chartered accountancy firm with an established IFA division based in Lancashire. They are currently looking to recruit an additional administrator to join their existing sales support team to ensure that the firm’s IFAs maximise their time in a fee producing capacity.The majority of advice given is to priva...