18/10/2024 | Fulltime | | United Kingdom | CV-Library | €23,000 - €28,000 / Year And improving tax efficiency. We are urgently seeking an experienced Personal Financial Administrator to join an existing team supporting 9 Financial Advisers. Specifically you'll be responsible for - New business processing (investments, pensions, mortgages & life). - Valuations. - Client servicing, e.g
Save for later18/10/2024 | Fulltime | | United Kingdom | CV-Library | €27,000 - €30,000 / Year Financial Planning Administrator to join the existing team providing 9 months Maternity cover. You will be responsible for providing full administrative support to a team of Financial Planners - Advisers. Specifically you will - Be the point of contact for company, client and third-party queries
Save for later18/10/2024 | Fulltime | | United Kingdom | CV-Library | €26,000 - €30,000 / Year IFA Administrator to join an existing team of Administrators, supporting the Financial Advisers within the business ensuring clients are able to plan for a comfortable retirement. You will be responsible for providing a 1st class service to the clients of the business and specifically you'll
Save for later18/10/2024 | Fulltime | | United Kingdom | CV-Library | €23,000 - €27,000 / Year My client is a fully independent nationwide Financial Advisory firm, providing sound Financial Advice to both businesses and individuals across Pensions, Retirement Planning, Estate Planning, Tax and Investments. We urgently seeking an experienced Administrator to join an existing team who
Save for later18/10/2024 | Fulltime | | United Kingdom | CV-Library | €23,000 - €25,000 / Year And processing client documentation. Updating client details in the IMS database. Providing administrative support to our investment team. Collaborating with advisors and driving improvements to our servicesSounds good?? What are we looking for?? Skills/ Experience Proficiency in Microsoft Office (Word, Excel
Save for later18/10/2024 | Fulltime | | United Kingdom | CV-Library | €26,000 - €28,000 / Year Purchaser or procurement administrator. This purchasing administrators opportunity will see you working within a supportive team of 3 where you will be provided with full training and investment. Further progression is available long term within this forward thinking business. Be a valued team member within
Save for later17/10/2024 | Fulltime | | United Kingdom | CV-Library | €25,000 - €30,000 / Year Mortgage Administrator to join an award-winning Wealth Management business that offer quality financial planning and investment advice based in Hale, Altrincham. Office-based role Working Hours Mon – Fri 8.30 am – 5 pm The role Responsible for sending introductory emails to all new enquiries
Save for later17/10/2024 | Fulltime | | United Kingdom | CV-Library | €20,000 - €30,000 / Year Will include Administrator/Trainee Paraplanner (Assistant to the Director) – Wealth Management - Issuing letter of authorities (LOAs) to providers - Chasing financial institutions to provide requested information - Writing client annual review letters, fund switch letters & other compliance letters
Save for later17/10/2024 | Fulltime | | United Kingdom | CV-LibraryNew Business Administrator A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. We are looking for those of you who wish to grow with us as a business in our Bromsgrove office. You will join us on a full-time, permanent basis
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