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Your search has returned 12 jobs
This well respected Wealth Management Company based in Bristol are currently recruiting for a Senior IFA support to join their team. Their reputation is built upon their ability to build long lasting and successful relationships with their Clients.Actively supporting the IFA’s, your role will include the following responsibilities:• Submis...
Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. They currently require an Administrator for their Guildford office. The main purpose of the role is to process ...
Sales Support – Wolverhampton A varied and interesting role working within a Technical Team, responsibility for three key areas Trustee on client pension schemesGeneral SSAS AdministrationDealing with paperwork to set up new SSAS schemesPaperwork to arrange for us to takeover of a schemeRoutine reporting and analysis of schemes to e...
We are recruiting on behalf of the Employee Benefits division of a growing and reputable organisation in Bath. They require a Senior Employee Benefits Administrator to join their team, with previous experience in this area.Responsibilities:•Be the first point of contact for the employer, scheme members and product providers regarding the e...
Our Client, a well respected Wealth Management firm near Taunton are recruiting for an Investment Operations Assistant to join their team.Responsibilities:•Provide support as necessary to both the operations and investment teams. •Assist with updating model portfolio systems, printing quarterly valuations and mailing updates to model port...
I am recruiting on behalf of a Wealth Management firm in central Bristol that has an opening for an Employee Benefits Administrator to join their team. Working within an experienced team, you will be the main point of contact for Clients processing new and existing business.Responsibilities:•Support business development through the provisi...
A leading Wealth Management firm, based in central Bath are recruiting an IFA Sales Support to actively support the IFA’s and business in providing first class service to their Clients. With long standing Client relationships built on trust and accountability, they have expertise in all aspects of financial planning.Specific duties will includ...
Our Client, a highly reputable Wealth Management practice, has an opening for an IFA Support, due to increasing workloads. Committed to gaining full understanding of their Clients needs, they provide the best possible, truly independent advice. Working closely with Clients of all means, they are impartial and believe in building continuing and lon...
<html xmlns="http://www.w3.org/1999/xhtml"><head><title></title></head><body>Support Relationship Co-ordinator<br /><br />Birmingham City Centre<br /><br />Circa £18,000 per annum depending on skills and experience plus opportunity to earn up to £5,000 bonus<br /><br />Permanent<br /><br />Job Purpose<br /><br />The Sa...
Our Client is a Chartered, award winning and enterprising Wealth Management firm, based in central Bath. They now need to complement their team with the addition of an experienced IFA Administrator, to support 2 Advisers and the Paraplanner. This role presents a great opportunity to join a successful and progressive team, which are highly respect...
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