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Your search has returned 13 jobs     

Sales Support Administrator

Recruiter: Exchange Street Financial Services
Location: Guildford
Salary: To £22,000 + Excellent benefits
Job Reference: FTA14040296
Date Added: 17/04/2014

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 ...


Senior Sales Support

Recruiter: IDEX Consulting LLP
Location: Wolverhampton
Salary: £18000 - £20000 per annum
Job Reference: FTA14040222
Date Added: 15/04/2014

Sales Support – Wolverhampton

A varied and interesting role working within a Technical Team, responsibility for three key areas

Trustee on client pension schemes
General SSAS Administration
Dealing with paperwork to set up new SSAS schemes
Paperwork to arrange for us to takeover of a scheme
Routine reporting and analysis of schemes to e...


Senior Employee Benefits Administrator

Recruiter: IDEX Consulting LLP
Location: Bath
Salary: £19000 - £24000 per annum
Job Reference: FTA14040179
Date Added: 08/04/2014

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...


Investment Operations Administrator

Recruiter: IDEX Consulting LLP
Location: Wellington
Salary: £17000 - £18000 per annum
Job Reference: FTA14040122
Date Added: 08/04/2014

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...


Employee Benefits Administrator

Recruiter: IDEX Consulting LLP
Location: Bristol
Salary: £19000 - £22000 per annum
Job Reference: FTA14040113
Date Added: 07/04/2014

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...


IFA Support

Recruiter: IDEX Consulting LLP
Location: Bath
Salary: £20000 - £24000 per annum
Job Reference: FTA14040108
Date Added: 04/04/2014

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...


Technical IFA Administrator

Recruiter: IDEX Consulting LLP
Location: Bath
Salary: £20000 - £25000 per annum
Job Reference: FTA14040107
Date Added: 04/04/2014

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...


Support Relationship Co-ordinator

Recruiter: IDEX Consulting LLP
Location: Birmingham
Salary: £17000 - £18000 per annum
Job Reference: FTA14040091
Date Added: 01/04/2014

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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...


IFA Support

Recruiter: IDEX Consulting LLP
Location: Bath
Salary: £20000 - £25000 per annum
Job Reference: FTA14040059
Date Added: 01/04/2014

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...


ACCOUNT HANDLER

Recruiter: Premier Jobs
Location: PLYMOUTH
Salary: £12/£14,000
Job Reference: FTA13120037
Date Added: 02/12/2013

Account Handler

Salary Range: £12,000-£14,000

Location: Near Plymouth, Devon


Our client company, long established and acknowledged leading experts in Commercial Insurance Broking, seek an experienced Personal Lines Account Handler for their Devon office.

Key responsibilities to be undertaken are:

? To successfully broke new bus...