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Business Administrator - Level 3.An amazing opportunity to work for this dynamic family business has presented, so if you are interested in a career in the financial services industry this could be the job for you.A family business born in 2016, committed to providing their clients via well resea...

Financial Administrator and Bookkeeper. The ideal candidate is highly organised, skilled in financial management using QuickBooks accounting software, and has a proven track record in financial administration and bookkeeping. Your role will be integral to ensuring the organization’s financial adm...

We welcome candidates with aspirations to become a Paraplanner or Financial Adviser in the future; although this is not a pre-requisite and other career paths are supported. Locating, extracting and collating all information regarding to financial arrangements from third parties and providers, ac...

Days Annual Leave Free onsite parking NJR Recruitment are currently working in Partnership with a well-established small company of Independent Financial Advisers based in a beautiful village around 6/7 miles from Crewe. They are now looking for a Financial Planning Assistant to join their Admi...

Due to continued success in delivering innovative Wealth Management solutions to their clients, a new opportunity exists for a positive and proactive Sales Support Administrator to join their expanding Financial Planning team. The successful candidate will have in depth knowledge and understandin...

If you are looking for a new and exciting challenge in Wealth Management, this IFA Administrator position could be perfect! Please do send your CV to Sam Negbenebor at Financial Divisions. Due to growth, our client, a vibrant and progressive independent investment advisory firm in London, is seek...

Superb opportunity for an experienced IFA Administrator looking to progress your wealth management career. Reporting to the Head of Paraplanning you will work closely with Administrators, Paraplanners and Advisers who will assist you with your development. Please contact Camilla Howden at Financi...

As a Financial Administrator in this role, you’ll play a crucial part in the smooth running of the firm’s operations. Are you an experienced Financial Administrator looking for a steady, long-term role with a boutique wealth management firm? We’re working with a small but highly regarded firm

SENIOR IFA ADMINISTRATOR with a mix with Paraplanning ( Wealth Management). As an experienced wealth management Administrator with a good knowledge of Pensions and Investments, you will have the opportunity to attend meetings with the Adviser enhancing your skills even further. Opportunity Highl...

Financial Administrator - Chartered IFA. A vacancy has come available for a Financial Administrator with 1 year of experience who can administer all the necessary client services and back-office administration from start to finish. My client is a Chartered boutique wealth planning business with o...

Processing of new client packs, create and maintain client records, work with 3rd party providers, prepare information/documentation for Client meetings, ensure follow up notes are documented and actioned** Enjoy involvement with projects to promote your personal development** Perfect opportunity...

Due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, this innovative and successful Financial Planning firm is keen to attract a dedicated and enthusiastic Administrator/ Junior Paraplanner to join their team. This is an excellent opportunity...

They are Financial Planners who love to sit and listen as clients tell them what they want life to look like. Their superpower is taking financial assets and turning them into real-life events. Our client says, they’re not in the financial planning business.

The Financial Portfolio Administrator role is based around supporting two colleagues, in a team of three, these colleagues regularly being out of the office and meeting customers all around the UK, so it is down to this person to hold the fort at Head Office. Financial Portfolio Administrator, E...

My client is a well-known Independent Financial Advisor (IFA) with a full suite of mortgage brokers and financial advisers that has been serving local HNW families, retirees, and HNW private individuals for many years. To support him and the team as a whole, the Managing Director is looking for a...

Role - Financial Planning Administrator. Well established wealth management practice based in the City of London require an additional administrator to complement their existing team.

The MD is creating a role for a Financial Administrator, ideally a career administrator who doesn't aspire to be a Paraplanner or Adviser. IFA Administrator Vacancy Boutique IFA Firm. They additionally have a Mortgage Broker who deal with transactional advice but will pass on leads to the Financ...

This role is perfect for a graduate with around 12 months of IFA administration experience or an administrator with 1 to 2 years’ experience who is looking for a fresh challenge. An exciting opportunity has arisen for a talented and dynamic individual with 1 to 2 years of IFA administration expe...

Graduate Financial Administrator. My client are a very well established Independent Financial Advisor (IFA) based near Weybridge who have been operating for many years with a full suite of financial advisers and mortgage brokers servicing local HNW families, retirees and HNW private individuals. ...

Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a professional environment with a client centric approach? If the answ...

The role - Financial Administrator. A brand-new role within the business for Financial Administrator is being created. The business has very ambitious plans to expand and grow organically and they are looking for a Financial Administrator to assist with the client side of the business.

An exciting opportunity for an experienced IFA administrator has opened at a highly regarded IFA firm that specialises in all aspects of savings, investments and retirement planning. Working towards the CII Financial Services qualifications.

Financial Planning Administrator. Financial Planning Administrator. Processing financial transactions and investments with minimal supervision.

This role offers an excellent growth programme for a progressive IFA Administrator with 2 years’ experience and ideally evidence of R0 exam success. Superb opportunity for an experienced IFA Administrator looking to progress your wealth management career. Reporting to the Head of Paraplanning you...