Turning PointBognor Regis
Everyone’s Turning Point is unique.It’s the moment whenthey realise they’ve made a small, but important, step forward.Very often, that small step is the start of something bigger, butonly when the right support, advice and services are in place.You’ll make a real difference to theirlives as you deve...
Brook Street UKCrawley
and external relationships.- Oversee financial management and compliance, adhering to regulatory standards.- Actively engage with stakeholders, including local authorities and regulatory bodies.- Play a strategic role in shaping and executing growth plans...
DPDBurgess Hill
Starting your own business as an Owner Driver with DPD has never been easier.With our Owner Driver Franchise scheme, you can run your own business and share in the growing success of DPD.We give you all you need to get started.From your own van, the best tech in the business and all the training to ...
DPDBurgess Hill
Starting your own business as an Owner Driver with DPD has never been easier.With our Owner Driver Franchise scheme, you can run your own business and share in the growing success of DPD.We give you all you need to get started.From your own van, the best tech in the business and all the training to ...
DPDBurgess Hill
Starting your own business as an Owner Driver with DPD has never been easier.With our Owner Driver Franchise scheme, you can run your own business and share in the growing success of DPD.We give you all you need to get started.From your own van, the best tech in the business and all the training to ...
Vision-FS RecruitmentHorsham
leads, lead generation support, access to existing client bank, back-office support including paraplanning and admin.
THE ROLE
The business is looking for Diploma Level 4 Qualified Financial Advisor, Independent Financial Advisor, with minimum 2 years...
Vision-FS RecruitmentHorsham
Reporting to the MD, the Independent Financial Advisor will be mainly dealing with and meeting HNW clients from a well-serviced and loyal client bank, along with conducting regular client reviews. The Independent Financial Advisor will have full paraplanning...
St. James's PlaceSouth East England
a competitive salary of up to £40,000 with unlimited OTE and an existing client bank. The successful candidate will have the opportunity to join the renowned St. James's Place Financial Adviser Academy.
What We Look for in Candidates:
• Quick learner and self...
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Ifa Administrator
Worthing | Permanent | £26,000 - £28,000/year | www.cv-library.co.uk |
The opportunity for a Financial Planning Administrator to join a National Financial Services Practice who provide a personal, independent and bespoke wealth management service to high net worth clients.
The Opportunity
During a period of growth, our partner is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business. You will be responsible for processing and monitoring complex business, both new and existing.
You will have the opportunity to work in a supportive team environment where progression is strongly supported.
Benefits
• Study support for CII qualifications and a competitive salary.
• PMI
• 7% employer pension contribution
• 25 days holiday + bank holidays
• 4xDIS
• group income protection
• critical illness cover
• + lots more perks / incentives!
What’s next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support
The Opportunity
During a period of growth, our partner is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business. You will be responsible for processing and monitoring complex business, both new and existing.
You will have the opportunity to work in a supportive team environment where progression is strongly supported.
Benefits
• Study support for CII qualifications and a competitive salary.
• PMI
• 7% employer pension contribution
• 25 days holiday + bank holidays
• 4xDIS
• group income protection
• critical illness cover
• + lots more perks / incentives!
What’s next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support
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