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Recruit UK | Certified B Corp™
Finchley, England, United Kingdom
Recruit UK are working on an exciting opportunity for an IFA Administrator to join a successful financial planning firm in North London. This company has well over 20 years offering tailored wealth management planning to their clients across the South East and are partnered with a larger Investment firm to offer the best solutions. As the business
Job Source: Recruit UK | Certified B Corp™Nelson Scott
London Area, United Kingdom
JOB DESCRIPTION What will you be doing? To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. Some of your responsibilities will be to: To work closely with the aligned Financial Planners to deliver e
Job Source: Nelson ScottFinancial Divisions
greater london, england, United Kingdom
Ref JM/23122 Financial Planning Assistant (Genuine route to Adviser/Planner) Central London (West End) Up to £38k plus bonus and excellent benefits The Opportunity A genuine, progressive opportunity has arisen within our client, a highly regarded IFA and Investment Management practice offering Independent whole of market advice to private clients
Job Source: Financial DivisionsThe Recruitment Web
Orpington
Culverhouse Financial Planning Ltd, Chartered Financial Planners based in Farnborough Village, Orpington, Kent are seeking to fill the above part time position that has arisen due to an increase in workload caused by the demands of our expanding client base. Salary dependent on skills and experience. This is a part time role and hours will be nego
Job Source: The Recruitment WebFram Search
London Area, United Kingdom
West London - Hybrid role Ideal candidate will have paraplanning experience & must be Level 4 Salary range is dependent on experience and qualification level Fram are working with an independent and directly authorised financial planning firm with West London. Due to growth, they are seeking a paraplanner to work in a pod with an advisor and admin
Job Source: Fram SearchAllerton Park Recruitment Solutions
City of London
Our client, a London based Wealth Management firm with a Financial Planning division, is looking for a Junior Financial Planner to join the team. For the first twelve months, you would be shadowing an experienced consultant who, during that time, would mentor you and gradually pass clients across. Clients are generally high net worth and tend to ha
Job Source: Allerton Park Recruitment SolutionsThe Forward Trust
London
Senior Administrator Job Type : Full Time Location: Sheperds Bush, London Salary: £28,800 - £32,000 per annum We are The Forward Trust (formerly RAPt and Blue Sky), the social enterprise with charitable status that empowers people to break the often interlinked cycles of crime and addiction to move forward with their lives. For more than 25 years
Job Source: The Forward TrustSilvermann
greater london, england, United Kingdom
Job Title: Senior Administrator Job Description: We are seeking a highly skilled and experienced Senior Administrator to join our team. The Senior Administrator will be responsible for overseeing daily administrative operations, managing administrative staff, and ensuring efficient office functioning. The ideal candidate will have a proven trac
Job Source: SilvermannLondon
Our client, a highly reputable firm of financial planners are looking to recruit an experienced IFA/ Client Services Administrator to join London based team.
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include: Full job spec is available on request
To provide support to Paraplanners & Financial Planners
To be the first point of contact for clients
To process new business applications across the key financial products
Ensuring that financial transactions are completed correctly & compliantly
Preparing for client review meetings
Acquiring client portfolio valuations
Basic paraplanning duties (full training provided)
The candidate:
c2 years + IFA/ financial planning administration experience ( essential )
Studying towards level 4 diploma (desirable)
Excellent knowledge of provider platforms
What’s on offer:
Starting basic salary of up to c £40,000 + attractive bonus
Highly attractive benefits package (full breakdown available)
To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.
Senior IFA Administrator jobs in London
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