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The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice that is looking to add to their team. They offer advice in a broad range of financial areas, providing their bespoke client-base with a highly personalised and professional financial planning service. The Opportunity During a period of growth, our client is looking for someone to […]

The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice that is looking to add to their team. They offer advice in a broad range of financial areas, providing their bespoke client-base with a highly personalised and professional financial planning service. The Opportunity During a period of growth, our client is looking for someone to […]

The Opportunity During a period of growth, our client is looking for someone to provide high quality Administrative and analytical support to the successful Financial Planners and Key Stakeholders within this national Asset Management firm. You will be responsible for general administration, data entry, compliance and some front of house duties for the office.  What’s needed to […]

An exciting opportunity has arisen for an experienced Administration Manager to join an award-winning IFA firm that is partnered with a firm of chartered accountants. Due to the retirement of a current employee, the business is currently seeking a professional who will be responsible for managing back office systems and a team of 5 Client […]

The Client: This is progressive UK-wide independent financial advice business that specialises in all aspects of savings, investments and retirement planning to individuals. Through successful partnerships they deliver independent financial advice to their customers.   The Opportunity The role supports the Advisers in engaging clients on ongoing service programmes.  The role is focused on client […]

The Client: Our client is a well established financial planning firm now looking for an experienced Financial Services Administrator who can hit the ground running and get into the role in an efficient manner. This leading financial planning firm is experiencing a period of growth and as such, has an opportunity for a successful candidate to […]

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 […]

The opportunity for a successful IFA Administrator to work within an established and successful Financial Planning Practice who deal in all areas of advice for High Net Worth Clients. This particular business prides itself on providing unrivalled levels of service and advice to their clients. The Opportunity As a growing practice, our client is looking for an […]

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 […]

A well-established chartered firm who are specialise in wealth management and financial planning who are based in Durham. They advise across a range of products and cases and have a modern and forward-thinking outlook on the financial services sector.   The Opportunity:  Are you looking to expand your knowledge into a company who will provide an environment which […]