ifa berkshire
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Very well established IFA practice based on the Middlesex/Berkshire boarders requires an experienced Financial Planning Administrator. Part of a large team of Financial Planning / Sales Support Administrators you will have experience of processing pensions and investments business. This would in the main be setting up new investments, dealing with fund switches, setting up new pensions, pension transfers, SIPPs, WRAPs, and client servicing and valuations. Any experience of group schemes is...
Requirements: N/A
Contract: Full Time
4 days, 11 hours ago in jobs2seek Save
Very well established IFA practice based on the Surrey/Berkshire boarders requires an experienced Financial Planning Administrator. Part of a large team of Financial Planning / Sales Support Administrators you will have experience of processing pensions and investments business. This would in the main be setting up new investments, dealing with fund switches, setting up new pensions, pension transfers, SIPPs, WRAPs, and client servicing and valuations. Previous experience of the Cofunds and...
Requirements: N/A
Contract: Full Time
4 days, 11 hours ago in jobs2seek Save
The Berkshire office of a very highly regarding and expanding top ten national IFA practice (fee based) requires an experienced Paraplanner to join their HNW Private Client team. You will be working within the most HNW team within the organisation and will be the senior of two Paraplanners supporting three IFA as they deal with a small but very HNW client bank of customers earning £500,000 + pa. You must be an experienced Paraplanner and will have passed at least the FPC or equivalent; however...
Requirements: N/A
Contract: Full Time
4 days, 11 hours ago in jobs2seek Save
The Berkshire based regional office of a fee based top-ten IFA requires an IFA Sales Support Administrator to support a... office but will be personally responsible for just the one IFA. The ideal candidate will be degree educated with previous experience in a sales support role within a financial planning environment, ideally an IFA practice or Employee Benefits Consultancy and FPC 3 / CF1-5. Our client are however also willing to consider an experienced IFA Administrator without the education...
Requirements: N/A
Contract: Full Time
4 days, 11 hours ago in jobs2seek Save
The Berkshire based regional office of a fee based top-ten IFA requires an IFA Sales Support Administrator to support a... office but will be personally responsible for just the one IFA. The ideal candidate will be degree educated with previous experience in a sales support role within a financial planning environment, ideally an IFA practice or Employee Benefits Consultancy and FPC 3 / CF1-5. Our client are however also willing to consider an experienced IFA Administrator without the education...
Requirements: N/A
Contract: Full Time
4 days, 11 hours ago in jobs2seek Save
Top-ten 10 IFA practice requires an experienced pensions individual to join the Berkshire office. You will have proven experience in a pensions technical role gained either within a life office or an employee benefit consultancy. You will be responsible for the provision of expert technical support on all aspects of occupational and personal pension schemes to advisers and directors in order to make individual pensions business compliant with FSA Regulations and pensions law. You will also be...
Requirements: N/A
Contract: Full Time
4 days, 11 hours ago in jobs2seek Save
Sales Support/Trainee Paraplanner
Windsor, Berkshire
Company: Reed Insurance, ReadingSalary: £19,000
Organisation Description My client a leading accountancy practice with an IFA arm, is currently seeking to recruit a successful sales support administrator looking to take the next step into paraplanning Job Description Ideally you will have minimum FPC/CF1 qualification and be looking to develop in research and report writing within financial services in a paraplanning... new challenge. Person Specification Ideally FPC or equivalent qualified, would consider candidates from strong IFA support...
Contract: Permanent
3 days ago in Reed Save
advantageous. For further information please forward you CV. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include IFA, tied advisors, employee benefits, compliance, pensions, group risk, paraplanners, sales...
Contract: Permanent
4 days, 19 hours ago in Reed Save
recruitment. Areas of expertise include IFA, tied advisors, employee benefits, compliance, pensions, group risk, paraplanners, sales support, T&C etc. We predominately focus on London, Surrey, Sussex and Kent, although we have also been highly...
Contract: Permanent
4 days, 19 hours ago in Reed Save
Client Service Administrator- Part time
Reading, Berkshire
Company: Reed Insurance, ReadingSalary: £19,500
empathetic and professional manner ensuring that sufficient detail is provided to allow internal or external Compliance to acknowledge the complaint. -Provide an excellent standard of customer service towards clients, IFA’s and Plan Managers. -Manage the...
Contract: Permanent
3 days ago in Reed Save