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The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice which provides a highly personalised financial planning and investment management service. The Opportunity During a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business. […]

The opportunity for an experienced IFA Administrator to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. The Opportunity During a period of expansion, a position has arisen for an IFA Administrator to support the successful Financial Planners of the business. The firm has the flexibility to mould the […]

Our client is a well-established financial planning firm in North Devon who specialise within Investment and Retirement Planning are now seeking an Administrator to join their tight knit team.   This role is unique in that the successful candidate will assist the consultant in preparing research and performance data collection and work closely with a […]

A fast paced and well-respected Wealth Management firm that seeks to build long term, trusting relationship with their clients. They provide fantastic support and development through study support and encourage progression from within. There is a great community feel here throughout the company, with a very friendly but professional working environment. The Opportunity This is […]

The Client   The opportunity for a Mathematics or Economics Graduate to join a well-established Financial Services Practice which provides a highly personalised financial planning service.   The Opportunity   During a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners […]

This is an opportunity for an IFA Administrator to join a modern, professional and respected Independent Financial Adviser practice. The firm’s client relationships are based around understanding their client’s future objectives and going the extra mile to provide a personalised service. The Opportunity A fantastic opportunity has been created for an administrator to join a […]

The opportunity for an experienced Financial Services 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 client is looking for someone to support the team through effective preparation of agencies, policies and databases in order […]

The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice which provides a highly personalised financial planning and investment management service. The Opportunity During a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business. […]

At this company, smooth processes and systems are the keys to their success. They’re in need of an IFA Administrator with excellent organisation skills and a personable disposition to keep them thriving. The ideal candidate has a natural ability to roll with the punches, being flexible to handle anything that might come their way. You’ll […]

This is a Chartered company that offers bespoke financial planning to a range of clients nationwide. With specialist expertise on investment management, pensions and mortgage solutions, they pride themselves on developing long-term financial plans for clients whilst delivering exceptional customer service. They are now looking to expand their team and seeking an experienced IFA administrator/ […]