Qureos Mentor

WEALTHLINK RECRUITMENT LTD

Senior Financial Planning AdministratorLocation - Edgbaston, BirminghamSalary £26,000 - £32,000Duration: Permanent, Full time or Part TimeWe are working with an IFA firm based in Birmingham who are looking to bring on a Senior Financial Planning Administrator. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients.The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support.This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning.What's on offer?<ul><li>Salary up to £32,000</li><li>25 days annual leave Bank Holidays</li><li>Discretionary Annual bonus</li><li>35 hour working week with flexible start times</li><li>Study Support and Sponsorship through financial planning exams</li></ul>What's Next?If you are interested in the Senior Financial Planning Administrator position then apply now!One of our consultants will reach out within 24 hours if you match the requirements.Senior Financial Planning Administrator, IFA Administrator, Financial Planning, Wealth Management, Customer services, Administration

Senior Financial Planning Administrator

Senior Financial Planning AdministratorLocation - Meriden, Coventry (Hybrid) Salary £28,000 - £35,000Duration: Permanent, Full time or Part TimeWe are working with an IFA firm based in Coventrywho are looking to bring on a Senior Financial Planning Administrator. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients.The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support.This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning.What's on offer?<ul><li>Salary up to £35,000</li><li>25 days annual leave Bank Holidays</li><li>Discretionary Annual bonus</li><li>35 hour working week with flexible start times</li><li>Study Support and Sponsorship through financial planning exams</li></ul>What's Next?If you are interested in the Senior Financial Planning Administrator position then apply now!One of our consultants will reach out within 24 hours if you match the requirements.Senior Financial Planning Administrator, IFA Administrator, Financial Planning, Wealth Management, Customer services, Administration

Senior IFA AdministratorLocation: GuildfordSalary: £30,000 - £35,000Duration: Permanent, Full time, hybrid working (2 days a week from home)Benefits: 25 days annual leave bank holidays, Annual Bonus, Study SupportThe RoleWe are working with a super firm in Guildford who are looking to add a Senior IFA Administrator to their established team. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients.The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support.This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning.What's on offer?Salary up to £35,00025 days annual leave Bank HolidaysDiscretionary Annual bonus35 hour working week with flexible start timesStudy Support and Sponsorship through financial planning exams

Senior IFA Administrator

Our client, a well-respected name within financial services, are seeking a high-calibre financial adviser to join their established team. Ideally you will be Level 6 qualified, or working towards this accreditation. Applicants must hold CAS and SPS and be a minimum of Level 4 with at least 3 years' experience in a financial adviser role. A background in bancassurance, independent or tied advice can be consider.You must have good knowledge across investments, pensions, protection and be comfortable helping UHNW clients with complex financial arrangements.You will have full administrative and paraplanning support, and will have a bank of clients to work with. Our client offer hybrid working on a 2/3 split, along with some excellent benefits, including an annual bonus scheme. An attractive base salary is on offer, commensurate with experience and qualifications.

Financial Advisor

Join WEALTHLINK RECRUITMENT LTD and explore 4   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

WEALTHLINK RECRUITMENT LTD

ABOUT_COMPANY

Senior Financial Planning Administrator

Senior Financial Planning Administrator

Senior IFA Administrator

Financial Advisor