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Brevere Group
Huntingdon
Are you interested in developing within corporate financial services, looking for a new role in a dynamic and supportive environment, offer long term career opportunities? Due to continued success in providing fee-based advice to both private and commercial clients, this successful practice requires a professional and proactive EB / Financial Servi
Job Source: Brevere GroupBrevere Group
Cambridge
Are you a financial services support professional, looking for a new role in a close-knit environment, with opportunities to develop within the IFA administration role or towards paraplanning. Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Finan
Job Source: Brevere GroupProfessional Placement (Southern) Ltd
United Kingdom
We are working with our client on a rare opportunity that is offering a pathway into the Wealth management sector for Graduates or someone who has a small amount of financial services experience but seeking something with a clear development path. The Wealth Assistant role is an ideal opportunity for someone looking to work in a well-established an
Job Source: Professional Placement (Southern) LtdBrevere Group
Cambridge
Are you interested in developing within financial services, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities? Due to continued success in providing fee-based advice to HNW clients, this successful practice requires a professional and proactive Financial Services Administrator to provide su
Job Source: Brevere GroupRecruit UK
Huntingdon
Recruit UK are hiring for someone to join a leading Wealth Management company as a Financial Services Administrator in their vibrant Ramsey office. This essential role offers the opportunity to develop and apply your financial administration skills within an established, successful team. You will provide comprehensive administrative support and ac
Job Source: Recruit UKSwitch Recruitment Services Ltd
Cambridge
Job DescriptionOur client, a leading national wealth management and employee benefits consultancy, are currently looking for an experienced Wealth Management Administrator / IFA Administrator to support their team of Financial Planners.Responsibilities:- Providing administration and planning support to Financial Planners and a professional service
Job Source: Switch Recruitment Services LtdSwitch Recruitment Services Ltd
Cambridge, England, United Kingdom
Our client, a leading national wealth management and employee benefits consultancy, are currently looking for an experienced Wealth Management Administrator / IFA Administrator to support their team of Financial Planners. Responsibilities: - Providing administration and planning support to Financial Planners and a professional service to new and e
Job Source: Switch Recruitment Services LtdBroster Buchanan Ltd
Huntingdon
Broster Buchanan are delighted to be working with a substantial FMCG organisation based in Cambridgeshire to find a Senior FP&A Manager. My client is in an exciting growth phase with an ambitious owner. They have grown both organically and via acquisition over the last few years which continually provides opportunities across the group. They have r
Job Source: Broster Buchanan LtdCambridge
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking a competent IFA Administrator to join their growing team.
Responsibilities:
- Providing administration and planning support to Financial Planners and a professional service to new and existing clients
- Undertake client valuations and preparing documentation ahead of client reviews
- Liaising with insurers / providers for new business quotations and updating software accordingly
- Ensuring all client records are kept up to stand and all relevant checks etc are completed
Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. You will have strong technical knowledge of pensions, investments, protection etc as well as good verbal and written communication skills and have the ability to manage multiple tasks.
In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus full flexibility around home / office working.
Financial Planning Administrator / Trainee Financial Planning Administrator jobs in Cambridge
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