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Brevere Group
London
Are you an accomplished Wealth Manager with experience of delivering holistic Financial Planning solutions to HNW Clients? Are you seeking a new environment where professionalism and Client Service are paramount? Are you looking for a company that can offer you introductions to enable you to build your portfolio? If the answer to these questions i
Job Source: Brevere GroupFinancial Divisions
London Area, United Kingdom
Financial Administrator/ Trainee Paraplanner Vacancy - London offices - £35k - £40k + bonus, Full study support - Chartered IFA firm My client are a Chartered independent wealth planning firm in Haywards Heath who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based acros
Job Source: Financial DivisionsFinancial Divisions
London
Job Description Financial Administrator/ Trainee Paraplanner Vacancy - London offices - £35k - £40k + bonus, Full study support - Chartered IFA firm My client are a Chartered independent wealth planning firm in Haywards Heath who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SM
Job Source: Financial DivisionsFinancial Divisions
London
My client is a dynamic, boutique and forward-thinking Independent, Chartered IFA Firm in Wimbledon, who due to expansion are looking to take on a versatile IFA Administrator who is looking for a new opportunity in Wealth Management. Company offers a hybrid working pattern. You will be supporting Directors/Advisers with administration across pensio
Job Source: Financial DivisionsHeat Recruitment Ltd
Hillingdon
A well-established IFA based in Uxbridge is now looking for a Paraplanner to join their team. The firm has the flexibility to mould the Paraplanner opportunity around each person’s specific skillset and support with progression to Financial Adviser as this pathway tends to work well within the business. This role would suit someone looking to work
Job Source: Heat Recruitment LtdFinancial Divisions
London
Senior IFA Administrator Due to growth, my client, a vibrant, boutique, and progressive Independent Chartered Investment Advisory Firm in Wimbledon, is seeking a versatile Senior IFA Administrator seeking a new opportunity in the wealth management industry. The company provides a flexible work schedule. As a Senior IFA Administrator, you will help
Job Source: Financial DivisionsFinancial Divisions
London
My client is a well-established, Chartered Independent, IFA Firm in London, who are looking to take on a versatile part-time IFA Administrator with experience in Wealth Management. This role will be remote and part time (hours 9am - 1pm, Mon- Fri) working in a fantastic team who need your skills as an IFA Administrator and willing to be flexible w
Job Source: Financial DivisionsFinancial Divisions
London
Financial Administrator/ Trainee Paraplanner Vacancy - London offices - £35k - £40k + bonus, Full study support - Chartered IFA firm My client are a Chartered independent wealth planning firm in Haywards Heath who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across
Job Source: Financial DivisionsLondon
Are you an experienced IFA Administrator looking for a local opportunity with an extremely successful and established practice where you can progress your Admin career? Due to their excellent reputation gained over many years of operation they are now looking go strengthen their admin support team.
Opportunity Highlights ** Opportunity to become Team Leader of the Admin team
** Provide support to a very reputable, high billing Adviser
** Admin team supports c 1000 clients across both Private wealth and Businesses** Advice provided across pensions, investments, tax planning, mortgages, and protection.
** All Clients are HNW, some in excess of £1m in investable assets
** Full holistic planning** Full involvement with new and existing cases, providing end to end administration, preparing documents for meetings with Advisers, follow up work, withdrawals, transfers .** Experience of FE Analytics and Intelligent Office advantageous** Very friendly warm team to be part ofIf you are based locally, please email me, Camilla Howden.
IFA ADMINISTRATOR (Wealth Management) - Uxbridge - To £35k jobs in London
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